Sub-accounts function similarly to Main Accounts, but are associated beneath the Main Account. However, they have limitations in terms of the applications and features they can access.
Features Not Accessible by Sub-Accounts
Sub-accounts will not have access to the following applications and features:
Website Access in the Sites Application
Sub-accounts cannot select a website within the Sites application. Instead, they receive an instruction to reach out to the Main Account holder for more information on obtaining a new website. Once a website is purchased for a sub-account, the Sites application for the sub-account will contain the new website.
Removal of Certain Features from Sub-Accounts
All features and settings related to InstaSites, InstaReports, and Projects will not be accessible to sub-accounts. This includes removing these sections from Contact cards, Dashboard widgets, Deals, and Settings.
Sub-Account Management Page Access
Sub-accounts cannot access your sub-account management page, nor do they have their own. This restriction is due to the fact that a sub-account cannot invite other sub-accounts to join our platform.