Step-By-Step Guide to Adding a Sub-Account
1. Access Sub-Accounts:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select ’Sub-Accounts’.
2. Navigate to the 'My Sub-Accounts' Tab:
Once you're in the 'Sub-Accounts' dashboard, ensure you're on the 'My Sub-Accounts' tab. Locate and click on '+ Add New' located in the top right corner.
3. Fill Out the 'New Sub-Account' Form:
A 'New Sub-Account' form will appear. All four fields are required to successfully add a new sub-account:
The 'First Name' and 'Last Name' should belong to the individual receiving the invitation, typically the administrator of the sub-account.
'Email' refers to the destination address for the invitation.
Select the business associated with the new sub-account from the dropdown. The list will be populated based on your business contacts in the 'Contacts' application. If the contact is not there, you can swiftly add a new business by clicking the '+' button to the right of the dropdown. Follow the process as guided by the new form that appears.
4. Confirm and Send the Invitation:
After filling out all required information, click 'Add' in the bottom-right corner of the form. You should receive a confirmation message in the bottom corner of the screen, stating that your invitation was successfully sent.
5. Monitor Invitation Status:
To keep track of the invitation status, periodically check the 'Pending' section of the toggle at the top right of the page. If the invited user accepts the invitation and establishes an account, their information will move from 'Pending' to 'Active' in the 'My Sub-Accounts' tab. For information regarding managing sub-accounts and invitations, navigate here.
With DashClicks Pro, you have an unlimited amount of sub-accounts that you can invite to use the platform. You can choose to provide your sub-accounts with access to the software at any price you choose, and all of those funds go directly to you! DashClicks does not charge you for your sub-accounts. Sub-accounts have access to almost every feature that you have. You can provide your clients with access to their sites by inviting them to use the platform as a sub-account. To see what differences your sub-accounts have compared to your account, navigate here.