How to create a sub account? Print

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What are Sub-Accounts?

Sub-Accounts are an extension of the Contacts feature. They allow clients to create sub-users under their main accounts, which then allow that contact to log in and perform various actions that the main account holder has permitted.

The primary account is the master account owner, and any users they create under their account are Sub-Accounts.

Creating/Modifying a Sub-Account

To create a sub-account, begin by creating or locating an existing contacts record. You can do this in the client area by going to Client Area > My Details > Add New Contact or Manage Contacts.

Then, to convert the contact into a sub-account and allow the contact to log in, just check the Sub-Account checkbox. Next, enter a password. Check the various options for which you want to grant the sub-account permission to access.

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