# Sub-Accounts Management

Sub-accounts let you add extra people to your Vendor Membership so they can help manage your B2BEA presence (company profile, listings, events, and thought leadership).

There are two sub-account user types:

• Manager: Can manage content, but cannot add/remove sub-accounts.
• Admin: Can manage content and can also add/remove sub-accounts.

Note Sub-accounts are not Academy learning seats. They are member seats for managing listings and site content.

# Where To Find Sub-Accounts

Sub-accounts are managed from your account subscriptions screen:

1. Go to My Account
2. Go to the Subscriptions tab
3. Find your Vendor Membership subscription
4. Click the three dots on the right and select Sub Accounts

# Adding a Sub-Account

# Step-by-Step Process

1. Go to My Account
2. Go to the subscriptions tab
3. Locate the subscription for your Vendor Membership
4. 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

# Choosing A User Type

When you add a sub-account, choose a User Type:

• Manager: Best for team members who only need to manage listings/content.
• Admin: Best for team members who also need to add/remove sub-accounts.

You can change a user’s type later from the Sub Accounts screen.

Once added you will see them below in the grid.

# Changing User Type (Manager/Admin)

Admins and the corporate owner can change another user’s type.

1. Open Sub Accounts from the Vendor Membership (three dots menu)
2. Find the user in the table
3. Use the action:
   • Make Admin: Promote a Manager to Admin
   • Make Manager: Demote an Admin to Manager

Note You cannot change the user type of the corporate parent (the membership owner).

# Transferring Ownership of the Membership

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

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

# Removing a Sub-Account

1. Go to My Account
2. Go to the subscriptions tab
3. Locate the subscription for your Vendor Membership
4. On the 3 dots on the right click on Sub-Accounts
5. Locate the member in the grid
6. 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

# Troubleshooting

1. Check this is a subscription for a vendor membership
2. Check the membership is still active
3. You may be a Manager and therefore cannot add/remove sub-accounts (ask an Admin or the owner)
4. Contact us if you still cannot see it