Adding and managing sub-accounts

Main account only

Everyone who works in your account gets their own sign-in. You create them, you decide what each one can open, and you can close it again in one click. Nobody shares a password, and the Activity Log can then tell you who actually did what.

Open Accounts in the Sales Dashboard. There are two sub-tabs: Sub-accounts, the people, and Sub-account types, the reusable bundles of permission you hand out.

Adding someone

Press Add a sub-account and fill in four things:

1. Name — what you want to see on their card and against their entries in the Activity Log.
2. Email — the address they sign in with.
3. Temporary password — at least ten characters. Show reveals it and Copy puts it on your clipboard; it is also copied automatically the moment the account is created, so you can paste it straight into a message to them.
4. Sub-account type — their starting permissions. Your default type is already selected.

Press Create sub-account. Nothing about the choice is final: permissions can be changed afterwards, one person at a time or for a whole type at once.

What a card tells you

Each sub-account is a card carrying their name, the address they sign in with, and whether they are Active or Disabled. Edit opens their details and Permissions for this account opens what they can reach.

Changing one person

Open Permissions for this account on their card and tick what they should have. The permissions are grouped — Sales Dashboard, Live Chat, Website Manager, Lead Generation — and the change applies to that person only, leaving everybody on the same type alone.

Two things stop a box from being tickable, and they read differently on purpose:

• A group you do not hold yourself says Your account does not have this to give. A sub-account can never be granted more than the main account holds.
• A group your plan does not include sits behind a lock with See plans under it. Live Chat comes with Premium and Lead Gen is sold separately; upgrading turns it on for everyone who already has the permission.

Hiding a tab is only presentation. The boundary is enforced on the server, so removing a permission genuinely removes the access rather than hiding the button.

Sub-account types

A type is a bundle of permissions with a name, so you set it up once instead of ticking the same boxes for every new hire. Office manager and Sales rep are the sort of thing people call them.

On the Sub-account types sub-tab:

• New type creates one; Save type keeps your changes.
• Make default sets which type a newly created sub-account starts on. The current one is marked Default for new sub-accounts.
• Delete removes a type you no longer use.

Editing a type changes what everyone on it can reach, which is the point of them — and the reason to make a one-off exception on the person instead.

Taking access away

Remove on a card asks you to confirm, and then they lose access immediately — there is no grace period and no need to change any other password. Their entries in the Activity Log stay where they are; removing the sign-in does not rewrite the history of what was done with it.

If you are an administrator

The Accounts tab is your own account, listing the sub-accounts you created, exactly as it does for any customer. To manage every account on the platform — account types, default permissions, workspace entitlements, and opening a customer's dashboard — switch to Administration using the workspace selector at the top of the sidebar.