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:
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Email: Enter a new user email address.
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Nick Name: Enter a nickname for a new user.
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Groups: Assign the user to the Sub-user group.
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Parent Account(s): Choose the parent account(s) for the Sub-user.
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Status: Set the status Active or Disable.
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New password: Enter the password.
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Repeat password: Confirm the password.
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First name: Enter the First name.
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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:
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The Sub-user account must have a Parent account selected.
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Only users with Global Admin roles can add and edit accounts with the Sub-user role.
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The Sub-user is automatically super logged under the Parent account when logging in.
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All actions are logged as the Parent account. You can also see who is logged in under the Parent account.
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When you select the Sub-user in the “Groups” field, the “Parent account” field appears under that field.
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You can’t assign the following roles to the Parent account: Global Admin, Local Admins, Accounting, Support, Instance Owner.
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In case of changing the Sub-user role, the Parent account(s) will be cleared.