Sub-accounts allow you to organize your client’s projects and data into a separate account for each individual customer. You can provide your clients administrative access to manage projects autonomously and each account can be branded specifically for each client. Sub-account functionality is available in the Professional and Enterprise Editions of the tool.
To setup sub-account functionality:
- Ask your client manager or the EchoSpan Support Team to add sub-account functionality to your account.
- From the My Account tab, select the Sub-Accounts option.
- Click “New Account” and enter the information into the form.
- Click “Submit” to add the new account.
Last updated: Friday, October 13, 2017