Configure sub-account functionality within your account

Product Guides for EchoSpan 360-Degree Feedback

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 add a sub-account:

  • From the My Account tab, select the Sub-Accounts option.
  • Click “New Account” and enter the information into the form.
  • The form will require you to transfer at least 1 license from your main account to your sub-account.
  • Click “Submit” to add the new account.

After the sub-account has been setup:

  • Sub-accounts can be acessed from the Main (Master) Account anytime by going to My Account >> Sub Accounts. Click "Login" to the right of the sub-account you wish to access.
  • Additional licenses within the sub-account​ by clicking on "Buy Licenses" on the right hand side of the screen when you are logged into the subaccount.
  • The clients logo can be uploaded within the sub-account by going to My Account >> Logo.
  • Main account project templates can be cloned within sub-accounts by following the steps to duplicate a project.

Last updated: Friday, October 13, 2017
create sub account, new sub account, setup sub account
Our website uses cookies
Cookies enable us to provide the best experience possible and help us understand how visitors use our website. By browsing EchoSpan, you agree to our use of cookies.
I Understand More Info