Creating New Sub-Accounts

Sub-Accounts

Creating accounts for clients and colleagues

How do I create a sub-account in AccuRanker?

Creating sub-accounts allows you to create accounts for your clients efficiently, giving them access to their own account without having to grant access to your own data.

Here’s how you create a sub-account from scratch:

Step 1)

Go to Account and select “enable Sub-Accounts”.

AccuRanker Account Settings page showing the sub-account feature enabled, allowing users to create, access, and manage multiple AccuRanker accounts from a single parent account.

Step 2)

Go to the Sub-Accounts section in the left side and click “Add sub-account”.

AccuRanker Sub-Accounts page showing the option to request access to another account, allowing users to connect existing AccuRanker accounts and manage multiple accounts from a single login.

Step 3)

From here you will be prompted to set up the account. First you’ll need to choose who you want to pay – yourself or the client.

If your client already has an account and is paying for a subscription, follow this guide instead.

Important note: If the customer pays for the subscription, they will not have a trial account, but be prompted to pay for their subscription when logging in.

Step 4)

Once created, the user will receive an email with login details. You can access the account in the Sub-Accounts tab.

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Related help guides

Integrations

Learn more

Requesting Access to Another Account

Learn more

Move/Copy Data to and from Sub-Accounts

Learn more

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