# Sub-Accounts Management

How-to

Sub-account users are allowed to edit, add and delete the same content as the membership owner. This means they can add and remove company, technology, event and thought leadership content on the site.

They cannot edit or manage the membership - unless promoted to the owner (see transferring ownership).

Sub-accounts are NOT learning seats

Sub-accounts are member seats for managing listings and not multi-seats in the academy.

# Adding a Sub-Account

# Step-by-Step Process

Go to My Account
Go to the subscriptions tab
Locate the subscription for your Vendor Membership
On the 3 dots on the right click on Sub-Accounts

# Adding User Details

Add your new user's details and click Submit:

Existing User: If the user already has a website login, enter their email in the existing username field
New User: Enter their email, first and last name. Choose "Send NEW member the welcome email" if you would like them to receive the same welcome email you received

Once added you will see them below in the grid. If you have many users you can use the search function to find and confirm they were added.

# Transferring Ownership of the Membership

You can promote a sub-account to be the owner of the account should you be leaving.

Go to My Account
Go to the subscriptions tab
Locate the subscription for your Vendor Membership
On the 3 dots on the right click on Sub-Accounts
Locate the member in the grid or search for them
Click on "Make Parent"

# Removing a Sub-Account

Go to My Account
Go to the subscriptions tab
Locate the subscription for your Vendor Membership
On the 3 dots on the right click on Sub-Accounts
Locate the member in the grid or search for them
Click on "Remove"

Note: This does not remove their account - it simply removes them as a sub-account of your membership. The user will have access to any other memberships they belong to. If there are no active memberships they will become a "Network Member".

# Permissions Summary

What Sub-Accounts Can Do

What Sub-Accounts Cannot Do

Edit, add, and delete content
Manage company listings
Manage technology listings
Manage event listings
Manage thought leadership content

Edit or manage the membership settings
Transfer ownership (unless promoted)
Access billing information
Modify subscription details

# Troubleshooting

Check this is a subscription for a vendor membership
Check the membership is still active
You may be a sub-account and therefore cannot edit
Contact us if you still cannot see it