Creating a Subaccount

TrueDialog Portal

Administration > Subaccounts

This article shows you how to create a new subaccount. The SUBACCOUNTS page provides access to creating, updating, and deleting a subaccount. Subaccounts can be used to separate different divisions or branches of an organization by keeping contacts, campaigns, and users separate for each subaccount. To view your subaccounts as a tree graph, see the Account Tree page and read the Using The Account Tree article. For instructions on subaccount management, see the Managing Subaccounts article.

1. Click your Account Name in the upper right corner.
2. In the dropdown, select Subaccounts.

   

3. Click New Subaccount to open a form to create a new subaccount.

   

4. Fill out the form.
   1. Name – Your subaccount name is recommended to be consistent with your other subaccounts.
   2. Parent Account – Select from the dropdown the account that will be the immediate parent.
   3. Account Type
      1. Primary – These accounts will have standalone subscriptions and databases separate from the parent account. This separation can be helpful for agency partners creating accounts for their clients.
      2. Shared (Default) – These accounts will use subscriptions controlled by the parent account.
5. Click Add to create the subaccount.

   

6. After creating the subaccount, a success message will appear in the upper right corner.