July 14, 2022
Subaccounts
This article describes how to add and manage subaccounts within the account.
Things to know before starting
- Full administrator rights to the parent account, including access to user roles and profiles, are required to create a subaccount.
- Subaccount availability and limitations are determined by the pricing plan page.
- Subaccounts organize and separate projects, with unique account permissions for each.
- Billing can be managed independently or shared with the parent account via the “shared billing” option, using the primary account's card.
- The initial subaccount user is created with administrator access, which can be later modified in settings.
Step-by-step instruction
Navigate to the “Settings” page.
Press the "Subaccounts" button.
Click the ”Create” button.
Fill out all the required data.
Data for subaccount creation
-
Subaccount settings
- Account name
- Time zone
- Shared billing
-
Main user settings
- User’s first name
- User's last name
- Password
Management action
Enable or disable subaccounts.
Edit subaccount settings.
Edit subaccount owner information.
View subaccount details.
Log in to subaccounts directly or via the profile menu in the upper-right corner.
Switch back to the parent account using the profile menu in the upper-right corner.
Set roles and permissions for subaccount owners.
-
Changeable data
- Subaccount name.
- Subaccount time zone.
- Subaccount activity.
- Subaccount billing sharing.
- Owner's first name.
- Owner's last name.
- Owner email.
- Owner password.
- Owner role.
- Owner activity.
