Account Structure and Sub-Account Management
Account Structure and Sub-Account Management
- Note: Only Administrators have access to this area.
- Optional: You can create Sub-Accounts within (under) your Account, or within any other Sub-Accounts within your Account.
- This is useful if you manage Event(s) for other client organizations or divisions of your company.
- You would like to keep their Event(s) and Registration data separate from that of other Accounts.
How to use Sub-Accounts
- Each Account or Sub-Account contains its own database.
- If there are identical names or codes, items like Custom Event Data are unique to the Account.
- Items like Custom Profile Data are unique to the Account.
- Items like Content Blocks are unique to the Account.
- Items like Display Fields are unique to the Account.
- Items like Profiles are unique to the Account.
- Roles, Tags, and some other areas can be set to use the settings/fields from the Parent Account.
- A Sub-Account has its own separate database of Events.
- All information in a Sub-Account is visible to any Users with access to the Parent Account.
- Sub-Accounts can be useful within large organizations in keeping Event data organized by department or division.
- Sub-Accounts can be useful within a smaller business by keeping Events and data separated by client.
- Events are always associated with an Account or a Sub-Account.
- Since each Account and Sub-Account has its own Profiles and Events databases, it is important that Accounts be arranged logically.
- The System Administrator should consider how best to structure the Accounts.
- User Accounts can be set up at the Sub-Account level.
- Users with access at the Parent Account level will see a drop-down menu in the upper left of the screen.
- The drop-down menu lists the Sub-Accounts to choose from.
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Related articles
- General FAQ - Setting Up Accounts
- Sub-Accounts
- Settings: Custom Statuses
- Extended Display Options
- New Report Updates in 8.0
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