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Setup & Manage Your Clients’ Sub-Accounts

This article explains how to use Cynomi’s Service Provider View to manage multiple client organizations by setting up and maintaining sub-accounts. It covers key capabilities and how to access the sub-account management area.

Access the Service Provider View

  1. Log in to your Cynomi service provider account.

  2. Click the Service Provider View from the top navigation.

  3. Use the interface to:

    • View all sub-accounts

    • Switch between client environments

    • Create new sub-accounts (see next article)