Creating a Sub-Account

You can create new sub-accounts for customer accounts, if you are a portal administrator, producer, or partner user.

You can locate the parent account for your sub-account by starting with the List All commands in the Accounts & Users menu. For example, to list all partner accounts, choose the List All Partners command in the Accounts group of the Accounts & Users menu.

Follow the steps below to create a sub-account. Use the appropriate List All command to browse accounts of the correct type: List All Producers, List All Customers, List All Partners, or List All Self-Registered. (Not all account types are available for all users.)

To create a new sub-account:

Locate the account for which you want to create a sub-account by listing all accounts or searching for the account.

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To search, click Accounts & Users > Search Accounts, enter your search criteria, and click Search.

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To list all accounts, click Accounts & Users > List All Customers, List All Producers, List All Partners, or List All Self-Registered.

The End-User Portal opens the search results page.

On the Customer Accounts page, select the account for which you wish to create a sub-account.

Click Actions > Create a Sub-Account.

Enter the Account ID (required).

Enter the Account Name of the account (required).

Set the Visible to Other Partners to Yes or No. Default: Yes.

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Click No to prevent partners in different distribution tiers from seeing information about this account.

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Click Yes to allow partners to see information about this account.

Add additional address information as desired.

Click Save.

The End-User Portal saves the new sub-account with the settings you provided. At this point, you can also decide whether to manage this account’s users and whether or not to link sub-accounts to this account.

If you choose to manage users for the current account, you can create new users, link existing users, or remove users:

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Click Actions > Create a User to link a new user to the account. Then follow the steps outlined in Creating a User to create the new user account.

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Select users (and roles, if applicable) and click Actions > Link Existing Users to link selected users to the account.

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Select users and click Actions > Remove Users to remove selected user from this account.

If you choose to link sub-accounts to this account, follow the steps described in Linking Sub-Accounts to an Account.