Sub-Account SSO Features
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Sub-Accounts feature is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Accessing Sub-Accounts with SSO (Single Sign-On)

1. Access Dashboard Settings:

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 'Settings'.

2. Navigate to 'Branding':

In the menu on the left side of the screen, select 'Branding'.

3. Scroll Down to 'Sub-Account Search':

You will find the 'Main Menu' option under the 'Sub-Account Search' section. You can toggle this option 'On' or 'Off' depending on your preference.

Note: The 'Main Menu' option adds a sub-account search feature to the top of the navigation bar to the left of the dashboard.

4. Search for a Sub-Account:

You can now input a sub-account name into the search bar, using either the name or the email address associated with the sub-account. Once found, click on the name to automatically log into that sub-account in a new tab.

Managing Sub-Account Single Sign-On Features

Once logged into a sub-account, you gain control over that dashboard as if you were the sub-account owner. This allows for the setup of various features on behalf of your client.

Note: Any modifications made to the sub-account are saved automatically. The sub-account owner will be able to see these changes when they next log into their account.

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