In this tutorial, we will explore the functionalities of sub-accounts and how they work within your main account. Sub-accounts are a powerful feature that allows for better organization and management of various aspects of your operations. Let’s dive into how you can effectively use sub-accounts to enhance your experience.
Overview of Sub-Accounts
When logged into your main account, you may notice multiple sub-accounts associated with it. In this example, we have five sub-accounts listed under a primary account. To check how many sub-accounts are allocated to your account, navigate to the subscription area. Here, you can see the total number of sub-accounts available; in this case, there are seven allocated, with five already in use, leaving room for two additional accounts.
Assigning Roles to Sub-Accounts
One of the key features of sub-accounts is the ability to assign different roles. You can designate a sub-account as either an admin or a user. The role assigned will dictate the capabilities and functionalities available within that sub-account, allowing for tailored access based on team needs.
Navigating Sub-Accounts
To switch between sub-accounts, follow these steps:
Access the Profile Area: Click on your profile icon, which may display your initials or logo.
Select "Switch Account": This option will present a list of all your sub-accounts.
Once you select a sub-account, a notification pop-up will appear each time you switch, confirming the change.
Working with Sub-Accounts
You have the flexibility to select any sub-account you'd like to work on, allowing you to collaborate seamlessly with your team within that account.
If you’re logged into a sub-account and wish to access the main account, simply log in using the sub-account credentials. To switch back to the main account:
Navigate to the profile section again.
Click on "Switch Account."
Select your main account and confirm the switch. Note that if your main account has many webinars, it may take a moment to load them all.
Once switched, all webinars associated with the main account will populate, enabling you to edit and collaborate on them as needed.