Account Settings > Administration > Sub-Accounts
> 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 approach is useful if you manage Event(s) for other client organizations or divisions of your company. This approach keeps Events and Registration data separate from Events and Registration data in other Accounts.
How to use Sub-Accounts
- Each Account or Sub-Account contains its own database.
- Even if the Account and Sub-Account have the same name/codes, items such as Custom Event Data, Custom Profile Data, Content Blocks, Display Fields, and Profiles are unique to the Account. Those items are held separate from the same items in other Accounts.
- 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. Any information in a Sub-Account is visible to any Users with access to the Parent Account.
- Sub-Accounts can be useful within large organizations. Sub-Accounts keep Event data organized by department or division. Sub-Accounts can also be useful within a smaller business for keeping Events and data separated by client.
- Events are always associated with an Account or a Sub-Account. Each Account and Sub-Account has its own Profiles and Events databases. This association makes logical Account arrangement important. The System Administrator should consider how best to structure Accounts.
- User Accounts can be set up at the Sub-Account level. Users with access at the Parent Account level see a drop-down menu in the upper left of the screen with the list of Sub-Accounts to choose from:
- A screenshot shows the drop-down menu for selecting Sub-Accounts under “ACCOUNTS”.
Account structure diagram
- The page includes a diagram showing:
- Account (main/parent) pointing to a cloud that contains Profiles, Account Settings, Events, Organizations, and Suppliers.
- Sub-Account #1 with a cloud that contains Profiles, Account Settings, Events, Organizations, and Suppliers.
- Sub-Account #2 with a cloud that contains Profiles, Account Settings, Events, Organizations, and Suppliers.
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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