Overview
Add a teammate or additional client contact to a sub account beyond its primary user.Prerequisites
Steps
- Open the sub account and go to the Users tab.
- Click New Sub Account User.
- Enter their first name, last name, and email.
- Choose their role: Administrator (can manage billing and top-ups) or Member (limited access).
- Send the invitation. They’ll receive an email to activate their account.
The new user’s status shows as Invited until they activate, then switches to Active.
Related Articles
- Users: status reference and table fields
- Understanding Sub Accounts: where the Users tab sits
