Enable Sub Accounts
At present, sub accounts need to be enabled by contacting support. Once enabled, you can access in Account preferences under the Managed section by clicking All Accounts.
Hierarchy Support
It’s possible to create multiple sub accounts, which are entities in their own rights isolated from each other. It is also possible to create sub accounts of sub accounts so that you can create the hierarchy you require. You can view your account hierarchy in a graph view:
Enable User Virtual Access to Sub Accounts
There are two ways to add users to sub-accounts:- Specifically add the user to the sub-account
- Allow virtual access to the sub-account - this is needed at least for the creator of the sub-account as otherwise you wouldn’t be able to invite others using option 1
- Click into the parent account while in the All Accounts view
- Enable the Sub-account access toggle for users who need access to sub-accounts
