Adding Accounts and Sub Accounts

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.

Account Types

There are three types of accounts that can be added in terms of hierarchy in EngageIP:

• Owner - this is generally the top of the hierarchy, there are Branded and Unbranded owners. Branded owners have their own setup 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. Sub accounts can have invoices, payments and credits if the invoicer configuration is set accordingly.

Adding Accounts

Accounts (also known as "Parent Accounts") are the type of accounts that are added on a day to day basis to setup customers under an owner in EngageIP.

There are various ways that a new account can be created/added to EngageIP (i.e. an import, via API or manually in the AdminPortal interface). Below this article will cover how to manually add an account to EngageIP using the Create New > Account option (located on the left sidebar as illustrated below).

Adding an Account from the AdminPortal:

1. On the left sidebar under the heading Create New click the Account link

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2. The Account Information page will appear, enter the pertinent information for the account

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   • 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

3. 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)

4. When finished click the Save button and you will be redirected to the new users account overview page which should resemble that below:

Adding a Child / Sub Account

Sub accounts or child accounts are created under parent accounts. Depending on the invoicer configuration on tools tab, sub accounts may have invoices on them or bill up to the parent or owner.

The parent account will list sub accounts on its overview page, however only sub accounts with a back end status of 'Active' will display there. So no Disabled or Prospect or Canceled sub accounts will be listed.

Process to Manually Add a Child Account:

1. Search for the parent account you wish to add the child account under

2. Once on the parent account, click Tools

3. Click the Sub Accounts link

4. Click the Add button under the sub accounts list

5. Complete the information as requested

6. Click the Save button

7. 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

Adding Owners

See the article Configuring Branded and Unbranded Owners.

See Also

• Changing Accounts to Parent Accounts, Sub Accounts or Transferring to Another Owner