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.
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.