Here you can create and manage your subaccounts.
Things to know before you start:
- In order to create a new subaccount, your user profile must have full admin rights to the parent account, including full access to user roles and user profiles.
- There are some limitations to obtaining subaccounts described in the Pricing Plan Comparison Chart.
- Subaccount is created only when you need to organize and manage two different projects and keep them separated. More importantly, it allows you to set different account permissions for different subaccounts.
- The subaccount can have personal billing or a common one with the master’s account by choosing the “Shared billing” option which expects the bank card to be added only to the parent’s account.
- Set up permissions for the main user of your subaccount. The user will be created with administrator access rights, later you can change the access rights in the settings.
Add a new subaccount
Step-by-step instructions:
- Navigate to the “Account Settings” page.
- Press three vertical dots and choose the account settings section.
- Select the “Subaccounts” tab.
- Click the ”Create” button.
- Fill out all the data for the subaccount creation:
Settings Data Description Subaccount settings Account name The name of the subaccount Time zone The subaccount’s time zone Shared billing Check the box if you, as a parent owner, want to pay the bills of your subaccount. Main user settings User first name The first name of the subaccount’s owner User last name The last name of the subaccount’s owner Email The Email of the subaccount’s owner Password The Password of the subaccount’s owner
The functionality of the Subaccounts tab:
- Enable/Disable subaccount by pressing the switcher.
- Edit a subaccount’s setting.
- Edit a subaccount owner settings.
- Check the details of the subaccount by pressing the “Info” button.
- Switch to the subaccount by pressing the “Log in” button.
- Back to a parent account, you can in the menu by pressing three vertical dots on the down-left.
- Set the Roles and Permissions of the subaccount owner.
To edit a subaccount’s setting from the parent’s account:
Step-by-step instructions:
- Click on the subaccount’s name.
- Available settings for changing:
Data Description Name The Name of the subaccount Time zone The subaccount’s Time zone Active Check the box to Activate/Deactivate the subaccount Shared billing from parent Check the box if you, as a parent owner, want to pay the bills of your subaccount.
Edit the subaccount owner settings from the parent’s account:
Step-by-step instructions:
- Click on the main user name.
- Available settings for changing:
Data Description First name The first name of the subaccount’s owner Last name The last name of the subaccount’s owner Email The Email of the subaccount’s owner Password The Password of the subaccount’s owner User roles Roles and Permissions of the subaccount’s owner Active Check the box to Activate/Deactivate the subaccount’s owner
