This article explains what sub accounts are, how you can enable, create and configure them, and what the benefits are to using them.
- Sub accounts are subsidiaries of parent accounts, admins of parent accounts are able to create them and add users to them.
- Each sub account can have its own admin and user set, without having visibility of other sub account activity.
- Admins of the parent account have visibility of all sub account activity. For more information about user hierarchies you can review this article User Roles.
Benefits of using sub accounts
- Team members needing to access to the platform can do so without necessarily having access to their colleagues/ other departments accounts. You can however choose to share contact lists and templates between sub accounts so that they don't need to be re-created.
- If a user leaves the organisation, they can simply be removed from the account or sub account, without impacting any data or other users.
- If you want to use your account to send messages relating to marketing, sales, finance and rostering, then you could create a sub account for each department.
- You can have separate inboxes and reporting - making it a lot easier to manage campaigns and engagement.
Create / remove a sub account
In order to create or delete/ remove a sub-account, please email support@help.multitxt.co.nz with your request.
Once created, to navigate between your sub accounts you can use the account switcher.
Users and Sub accounts
A user is a profile with access to login to the portal, be it to the parent account or a sub account. A user can be invited to one or more accounts by an account administrator, please see this article for a breakdown of the permissions held by each user type. Below is an example of a basic account structure, with four sub-accounts below the parent account, each having its own set of users: