Adding a sub-account

Adding a sub-account

To create a new sub-account:

    1. Go to the Accounts tab and then click the desired account name.

    2. In the account details page, go to the sub-accounts section and then click Add New.

    3. Now, provide necessary sub-account details as required. The default sub-account details are as follows.



Sub-account Name

Give account a unique name. This is a mandatory field.


Select the Industry from the list.

Domain Name

List all domain names of the customers. This allows requests from contacts to be automatically associated with respective sub-accounts.

Time Zone

Enter customer Time Zone.


Add a description

Annual Revenue

Annual revenue from the customer

Address Fields

Add address details with various lines and fields like Postal Code, Landmark, State, and Country.

Contact Information Fields

Add contact information such as E-mail ID, Fax No., Phone No., Web URL.


Add any customer attachments (images of files) specific to the portal.

Global Attachments

Add any relevant attachments (images of files) that should be available across portals.


      4.   Finally, and click Save. 


    • Related Articles

    • Adding an Account

      To add a new account:  1. Go to the Accounts tab and then click New. 2. Now, provide necessary account details as required. The default account fields available are as follows.  Field Description Account Name Give account a unique name. This is a ...
    • View, edit, deactivate, or delete sub-accounts

      You can perform various sub-accounts related actions from the account details page of the main account. To access it, go to the Accounts tab and then click the desired account name.  The Sub-Accounts section in the account details page lists all ...
    • Deactivate an account

      Accounts and sub-accounts can be temporarily deactivated when not required. All accounts and sub-accounts are in Active state when created. You can perform any account-related action only when the account is Active.  To deactivate an account:  ...
    • View or add account requests

      You can manage requests associated with an account from the account details page.    To view recent requests: 1. Go to the Accounts tab and then click the desired account name. For sub-accounts, go to the Sub-Accounts section and then click the ...
    • Account Manager

      Account managers are users who take care of their associated customer account(s) and keep them up to date. Account managers can view all requests raised in their associated account and coordinate with support reps to ensure quicker resolution.    To ...