Managing Subaccounts

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Creating a Subaccount

1. Access Settings: Navigate to the left sidebar and click on Settings.
2. Enable Subaccounts: At the top right, press on the Subaccounts option.
3. Create Subaccount: Click on Create subaccount, and enter a name for the subaccount and click on Create.

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Switching Between Subaccounts

Once you have created your subaccount, you can switch between your main account and any subaccount easily:

• Through Settings: Go to Settings and press the Subaccounts option.
• Using the Organization Dropdown:
  • Click the arrow down next to your organization’s name at the top left.
  • Select the subaccount you wish to access from the dropdown menu.

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Inviting Members to a Subaccount

After entering your subaccount:

1. Navigate to Members: Go to Settings and locate the Members section.
2. Send Invitations:
   • Enter the email addresses of the individuals you want to invite.
   • Click on Invite. An invitation will be sent to them to join the new subaccount.
   • Select the desired permission level for the member.

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Managing Member Permissions

To adjust permissions for any member within the subaccount:

• Click on the arrow down next to the member’s email in the Members section.
• Select the desired permission level: Admin or ReadOnly.