How do we create the sub-accounts?

Sub-accounts have diverse uses: granting permissions, task delegation, and organizing information. By creating sub-accounts, you can grant access to others as well.

Follow these steps to create sub-accounts:

Step 01: Select the Profile icon located in the top right corner of the dashboard. Upon clicking, a drop-down menu will appear. Choose "Account Management" from the options provided.

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Step 02: You will be directed to a page displaying “Accounts & Users”.

Step 03: Select the 'Add New Account' button located on the right side of the dashboard. A modal window will pop up. Enter your name in the provided field, and then click on the 'Create Account' button.

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Step 04: Upon creating your account, your sub-accounts will be visible at the bottom of the master account.

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Step 05:

Once workspace is created you can add members by clicking on the 3 dots in front of the sub-account. A popup will appear where you can enter email.

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You can also Edit/Delete sub-account by clicking on the 3 dots.