This document will teach users how to add a sub-account to their partner account.

Accessing the Sub-Account Management Page

To review your sub-account information:

  1. Click on your profile picture in the top-right corner.

  2. From the menu, click on Manage Sub-Accounts.

Adding a Sub-Account

To add a sub-account:

  1. From the My Sub-Accounts tab, click on + Add New in the top-right corner.

  2. A menu will slide in from the right titled New Sub-Accounts. All four fields are required to add a new account.


    The First Name and Last Name should belong to the person receiving the invitation. This is generally the person who will be the administrator of the sub-account.

    The email is the destination address for your invitation.

    Finally, you must have the business on file within the Contacts application to send out an invitation. If you have yet to add a business to your contacts, you can quickly add one by clicking Add Business. A new menu will appear that walks you through the process.

  3. After you fill out the required information, click on Add in the bottom-right corner.

  4. You will receive a confirmation message in the bottom corner of the screen stating that your invitation was sent successfully. You can check your Pending Invites to confirm.

You can keep tabs on the status of an invite by checking back on the Pending Invites tab regularly. If the user accepts the invitation and creates a free account, their information will shift from this tab to the My Sub-Accounts tab.

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