The Sub-user account allows multiple users to log in under the same user account with their unique login and password.
Follow these steps to create a Sub-user account:
Go to the System Users > User Management > Employees section and click the “Create New User” button.
Fill the following fields in the “Create User” pop-up window:
Email: Enter a new user email address.
Nick Name: Enter a nickname for a new user.
Groups: Assign the user to the Sub-user group.
Parent Account(s): Choose the parent account(s) for the Sub-user.
Status: Set the status Active or Disable.
New password: Enter the password.
Repeat password: Confirm the password.
First name: Enter the First name.
Last name: Enter the Last name.
Click the “Add” button to complete registration.
Note: The Sub-user role cannot be used with any other role in the system.
Example: You have one Publisher Parent account with three Sub-users. If one of the Sub-users is not available, others can log in to the system and perform the necessary actions.
Other important notes on the Sub-user account:
The Sub-user account must have a Parent account selected.
Only users with Global Admin roles can add and edit accounts with the Sub-user role.
The Sub-user is automatically super logged under the Parent account when logging in.
All actions are logged as the Parent account. You can also see who is logged in under the Parent account.
When you select the Sub-user in the “Groups” field, the “Parent account” field appears under that field.
You can’t assign the following roles to the Parent account: Global Admin, Local Admins, Accounting, Support, Instance Owner.
In case of changing the Sub-user role, the Parent account(s) will be cleared.