Creating a Sub-account within the Client Area


#1

We’ve had a lot of requests recently to create a sub-account within the Client Area for users to pay their invoices. Let’s say you have someone from your financing at your institution set to pay for the due invoice, but you don’t want to pass along your account username and password. A sub-account is a great option to keep your account secure.


In our client area in the top right if you click your name you’ll see an option for Contacts/Subaccounts

A sub-account with the ability to login can be set up here with permissions to your account. Just make sure to check the “Activate Sub-Account” box and set a password for the user