How do I create a subaccount?

To create a sub account, go to 'Subaccount manager' under 'Subaccounts' on your dashboard

Click on the button ' + Add subaccount '

A pop-up will open. Set up the Company name, Email, Password type and Package name and click on 'Proceed'

After you have clicked on 'Proceed' you will see that the subaccount is added to your list. Under 'Actions', you can login as your subaccount, manage credits or block/remove the subaccount.

When you click on 'edit', another menu will open. Here (on the left) you can also login as your subaccount or manage the credits. On the 'Profile'-page, you can edit the profile information of your subaccount.

You can give your sub account active campaigns, a coupon domain name, expiration date and a payment status (trial or customer) under the tab 'General'.

On the tab 'Features' you can set up what your subaccount is allowed to do and create.

On the tab 'Launch & Integrations' you can decide what integration they are allowed to use. You can either give them no integration, a select amount of integrations or you can give them all of the integrations (White labeled or including Coupontools branded integrations).

On the 'Logging'-page you can find the log of your subaccounts' activites.

Updated on: 14/11/2022