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Managing Sub-Accounts
Updated over 2 months ago

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:

  1. Access the Profile Area: Click on your profile icon, which may display your initials or logo.

  2. 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:

  1. Navigate to the profile section again.

  2. Click on "Switch Account."

  3. 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.

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