Sub Accounts

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A sub account is a separate account within the main account. Admins within the main account have access to their associated sub accounts, forms, data, and user information. It also allows users within the sub accounts to access their own separated data and forms. The main account is billed for all users on that account and all associated sub account users.

Important

Note for Resellers: Sub accounts are exclusively available for approved resellers. If you seek better account organization, consider using user groups and libraries.

In this article

  • Advantages of Using a Sub Account
  • Billing
  • Creating a Sub Account
  • Limitations
  • Frequently Asked Questions (FAQ)

Advantages of Using a Sub Account

  • Separation of data: Sub account users can access their own data independently without requiring access to the main account.
  • Administrative control: Main account admins can easily view sub account data and manage form creation, libraries, and permissions.
  • User management: Sub account admins have the capability to add their own users, while main account admins can also add users to sub accounts.
  • Data security: Sub account admins cannot access any forms/data on the main account.

Billing

The main account will be billed for all active users in its associated sub accounts, in addition to all active users on the main account.

Creating a Sub Account

To create a sub account:
  1. Log in to the Portal and go to the Account tab, then Sub Accounts.
    • Note: Sub accounts will need to be enabled onto your company account in order to see this tab in the Portal. Please reach out to your Account Executive/Customer Success Manager to discuss if sub accounts is a good option for you and to enable this feature.
  2. Create, filter, edit, or delete sub accounts as needed.
  3. Select + New Sub Account to create a sub account.
  4. In the new window, fill out the details of the new sub account.
    • Note: Select the Two Week Trial button during the trial period; after expiration, the sub account needs to be subscribed to and reactivated.
  5. Edit sub account information post-creation by clicking on the edit button and impersonating the sub account.
  6. Stop impersonating at any time to return to the main account by selecting the Stop Impersonating button at the top left of the page.

Limitations

  • Sub accounts are responsible for updating lists and libraries, and this cannot be controlled from the main account.
  • Users can transfer forms from the main account to sub accounts. However, forms cannot be transferred back to the main account from a sub account.

Frequently Asked Questions (FAQ)

Q: Can I transfer forms back to the main account from a sub account?
A: No, forms can be transferred from the main account to sub accounts, but the reverse transfer is not supported.
Q: How is billing structured for sub accounts?
A: The main account will be billed for all active users in its associated sub accounts, in addition to all active users on the main account.
Q: Are sub account admins able to access forms/data on the main account?
A: No, sub account admins cannot access any forms/data on the main account.
Q: What happens after the two-week trial period for a sub account?
A: After the trial period, the sub account needs to be subscribed and reactivated to continue usage.

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