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Summary
This article will cover how to create accounts and sub-accounts/child accounts. Accounts typically represent a customer or partner, containing contact information, packages and other customer/partner specific details. The term user and account are used interchangeably, i.e. a user in EngageIP and an account are one and the same.
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Owner - this is generally the top of the hierarchy, there are Branded and Unbranded owners. Branded owners have their own setup tab page for configuration while unbranded owners rely on the owner above them for configuration. Owners can receive invoices for accounts under them, if they are configured to be billable (the invoicer)
Parent / Account - this is generally the type of account you would be adding day to day to create customers in EngageIP that will have invoices (assuming the owner is not configured to receive invoices for accounts)
Child / Sub Accounts - these are accounts created under parent accounts and they are accounts that will never have invoices on them, though they can have payments and credits applied at this level. All billing on child accounts would be added to their parents invoice, or the owners invoice
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On the left sidebar under the heading Create New click the Account link
The Account Information page will appear, enter the pertinent information for the account
Where there is Red text the data entered is not valid. Some fields have a 'plus' icon allowing you to do configuration ‘on the fly’ by clicking on that icon. A new tab/window will appear allowing you to configure what you need (a new role, a new currency type, etc.), once complete you will be returned to the Account Information page so that you can continue entering data
Note: your EngageIP system administrator might have customized your new account creation page to capture additional information which will not be shown in the image above
To help streamline new account creation, EngageIP allows you to add contacts, payment methods and packages from this screen as well. Simply click on the appropriate Add option (i.e. Add Contact, Add Payment Methods, etc.) under each section. This will expand that section allowing you to enter the details
Note: contacts, payment methods, and/or packages can be added to the account later (unless your organization requires any one of these to be added during the new account creation process)When finished click the Save button and you will be redirected to the new users account overview page which should resemble that below:
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Search for the parent account you wish to add the child account under
Once on the parent account, click the Tools tab
Click the Sub Accounts link
Click the Add button under the sub accounts list
Complete the information as requested
Click the Save button
Confirm the account is in the correctly location by reviewing the breadcrumb trail and clicking on Tools / Sub accounts to see the newly created account
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