View, edit, deactivate, or delete sub-accounts

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 sub-accounts.

  • To edit, click the edit icon beside the sub-account nameMake necessary changes and then click SaveAlternatively, click the sub-account name and then click Edit.

  • To delete, click the delete icon beside the sub-account nameAlternatively, click the sub-account name and then click Delete.

  • To deactivate, click the sub-account name and then click Mark Sub-account as Inactive. 

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