How to add Sub Accounts?
Please follow the steps to create a sub-account for your teammates/colleagues as given below:
- Go to your Dashboard.
Click on the "Sub Accounts" option.
- Once you click on the "Sub Accounts" option, enter your Account ID (i.e., alphanumeric characters).
Click on Submit. This Account ID is considered an Admin ID, and all the sub-accounts are created under this Account ID.
Note: Account ID creation is a one-time process. Once you submit your Account ID creation request, it cannot be edited or modified.
Once you have created your Account ID, click on the 'Create a New Sub-account' button.
In the 'Create a New Sub Account' popup, provide all the required details, such as the login ID for the sub-account user(i.e., alphanumeric characters), first name, last name, and email.
- Select "Access Type" as either Full [can access all the QR codes] or Personal [can access QR codes created by sub-account (self) only].
- Select 'File Manager Access Type' as either Full [can access all the files in file manager] or Personal [can access files uploaded by sub-account(self) only].
Click on Submit.
Once a sub-account is created, an email with all the necessary details will be sent to that sub-account user.