Managing Subaccounts

TrueDialog Portal

Administration > Subaccounts

This article shows you how to manage your subaccounts. 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.

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

   

Create New Subaccount

See the Creating a Subaccount article.

Update Subaccount

1. Click the Account Name of the subaccount to modify.

   

2. You can change the Name and Parent Account of a subaccount.
3. Click Update.

   

4. After updating the subaccount, a success message will appear in the upper right corner.

   

Show Full List

By default, the Subaccounts table only shows the first level of subaccounts for the currently active account. The Show Full List toggle allows you to view all levels of subaccounts.

1. Click the Show Full List toggle to show all subaccounts in the table.

   

2. Any subaccounts with Users will have a user icon in the leftmost column.

   

3. Click the user icon to display the users for that subaccount.

   

Delete Subaccount

Deleting a subaccount also deletes all of its child accounts. Before deleting a subaccount, you must ensure that all of its child accounts can also be removed.

1. Click Delete.

   

2. Click Yes on the Delete account confirmation window.

   

3. After deleting the subaccount, a success message will appear in the upper right corner.