Creating Sub-Account

1. Navigate to Admins from the left menu bar, then access Sub-Accounts.

2. The following screen appears where the user is able to create new sub-account by clicking Add New Sub-Account.

3. The user should fill the required fields as shown in the following screen, (Name, First Name, Last Name, Phone Number, E-mail, Time Zone, enabling or disabling the activation of the sub-account, confirming the approval to send campaigns).

4. Then click Save.

Managing Sub-Accounts

1. Navigate to Admins from the left menu bar, then access Sub-Accounts.

2. The following screen appears where the user is able to manage sub-accounts by performing the following.

Filtering

The user is able to filter the Name, Owner, Owner Email using the filter icon.

1. Click the Name filter icon, type the required name, then click Apply to search or Clear to cancel.

2. Click the Owner filter icon, type the required name, then click Apply to search or Clear to cancel.

3. Click the Owner Email filter icon, type the required name, then click Apply to search or Clear to cancel.

Editing Sub-Account

The user is able from the following screen, and by clicking the Edit icon, preview the Sub-Account details with the ability to change the name, account owner, activating the Sub-Account, enabling the approval for sending campaigns, then click Save to save all changes.

Log in to Sub-Account

1. The user is able from the following screen, and by clicking the Edit icon, preview the sub-account details with the ability to impersonate the sub-account by clicking Log in to Account button.

2. Click Stop Impersonating to log out from the sub-account and return to the main account.