Overview
Every sub account has one primary user (the client’s main administrator, created during onboarding), plus any additional invited users, each assigned a role.Confirmed roles
What is confirmed
- Every sub account has exactly one primary user, set during sub account creation.
- Additional users can be invited afterward via New Sub Account User, choosing Administrator or Member.
Related Articles
- Permissions: capability matrix, pending verification
- Inviting Team Members: the invite flow