Sub-Accounts
Articles
What are Sub-Accounts, and how can they be set?
The Sub-Accounts feature allows you to set up and manage access of multiple users to your master...
How many sub-accounts can I set?
The number of sub-accounts you can set depends on your plan.View the plan comparison to see how...
How can I set up sub-accounts?
The settings are accessed from the top right, click the Settings icon > Sub Accounts.
When...
Which features are shared and which are separated between the accounts?
Groups: Groups that are set up for sub-accounts are the only groups he can work on, and these are...
Can I use the sub-accounts feature for reselling PRT services?
The purpose for having sub-accounts is to allow team work by company employees (permission-based...
Can a sub-account use the master account’s custom templates?
Yes. On your master account, when you set up a customized template at the top of the page, set...
Can a sub-account user set/send his own reports?
Yes, a sub-account user can set and send his own reports.
Reports that a sub-account user has...
Can sub-account users make changes that apply to the master account, and vice versa?
All sub-accounts are part of your master PRT account!Changes made by sub-accounts with...
Do I have to organize my URLs using Groups to set sub-accounts?
The sub-accounts are based on URL Group assignment. Unless it's an admin or accounting-only user,...
How can I have my logo displayed for Sub-Accounts?
You can display your logo, instead of PRT's, on the sub-accounts login page and at the top-left...
Must I set a company name if I want use the sub-accounts feature?
Yes. For the link to the sub-accounts login page to work, you must have a company name set in...
What permissions can I set for a sub-account?
Admin: Enable full access to all account data, actions and areas. No need to set groups.Admin...
Which sender’s email can a sub-account use on his reports?
By default, a sub-account can send reports from the master account’s registered email address, or...
Where should my sub-account users log in from?
Enter the Sub-Accounts Settings page from the top right Settings icon > Sub-Accounts.
At the...