Setting Up and Managing Client Sub-Accounts

Use the Sub Accounts screen to:

• Create new client sub-accounts

• View sub-account information

• Manage existing sub-accounts with administrative actions

To create a new sub-account:

1. Click “Add new” to open the Create Sub Account form.

2. Enter your client’s company details.

3. Set the status of the sub-account (active/inactive).

4. Enable or disable account features to tailor the platform experience for each client.