What are Sub-Accounts?

An extension of the Contacts feature, Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to login, and carry out various actions that the main account holder has permitted them to.

We call the primary login the master account owner, and any users they create under their account Sub-Accounts.

  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

 Why Would A Client Use Sub-Accounts?

Each section of the client area has it's own permission setting so the access rights can be fine...

 How do Support Tickets work with Sub-Accounts?

If a sub-account user opens a support ticket, then they will be CC'd any replies relating to that...

 Creating or Modifying a Sub-Account

To create a sub-account, begin by creating or locating an existing contacts record. This can be...

 What Does the Sub-Account User See?

When the sub-account user logs in, they see exactly the same client area that the master account...