Sub-Accounts
You can create sub-accounts within (under) your account, or within any other sub-accounts within your account.
This is useful if you manage events for client organizations or for other divisions of your company. You want to keep their event and registration data separate from that of other accounts.
Video: Creating a Sub-Account (2 min)
Select a Sub-Account
This section lists direct sub-accounts of the current account. The current account is the one showing at the beginning of the breadcrumb trail in the upper left corner.
The list may be a multi-page list.
Click a row to edit that sub-account.
How to Create a Sub-Account
Click Add New to create a new sub-account for the current account.
Account Settings
This section is displayed when you add a new sub-account or edit an existing one.- Account Code – (Required) Used to uniquely identify each account.
It is also the name of the directory used to store static files for that account.
Static files include images, Excel spreadsheets, PDF attachments, etc.
The code is used in the profile Username calculation.
The calculation applies if you use the system-generated Username values.
Must consist of only numbers and letters.
Caution: Must be unique regardless of case.
For example: could not be "MySubAccount" if there is already a sub-account with a Unique Code of "mysubaccount".
Since the code must be unique, you may have to try several values before the system will accept the code as valid.
Best Practice: Use the shortest code possible that will uniquely identify the account.
- Support Rep – (Required) The user within your account who will provide front-line customer support for the client account.
- Parent Account – The account directly above the client account.
In large organizations, the relationship between the account owner and the client account may go several levels deep.
- Customer ID Number – Select one of the two options:
- Use parent account value – The default selection.
This selection should be used unless you have negotiated a separate billing agreement for the sub-account you are creating.
- Enter new customer ID – This option should only be selected if you have negotiated a separate billing agreement for the sub-account you are creating.
Enter the Customer ID value provided by Certain in the field added here when this option is selected.
- Active – When you are creating a sub-account, this check box is left clear by default.
Select it to enable users to access the account.
- Copy Custom Account Data – Custom Account Data includes Content Blocks and Custom Profile, Event and Display Fields.
( Custom Profile Data, Custom Event Data ).
If you create a lot of sub-accounts and need to standardize this data for all of the sub-accounts, this option can speed up and simplify the process of adding a sub-account.
The accounts from which you can select are the current account, its sibling accounts (other sub-accounts sharing the same Parent Account), and its sub-accounts.
Account Information
Contact information for this sub-account's primary contact. Certain invoices will be sent to this contact.