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Add a Child Account

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Overview

If your account has a master/child billing setup, additional child accounts can be added from the master account’s Account & Billing page.

For additional information on master/child billing setups, see What is a Master/Child Billing Setup?.

Steps

  1. Hover over Gear, then select Billing Account & Billing.

  2. Click Add Account in the “Manage Accounts” section. 
  3. Enter the details for the child account. 
    1. Company (Required)
    2. Set a custom account holder (Optional)
      • To add a new account holder to manage the child account, enter a first name, last name, email address and password for the user.
      • Check Skip sending a welcome email to user to not send the default welcome email to the custom account holder.
      • If a custom account holder is not set, the account holder for the master account will be the account holder for the new child account.
    3. Employee cap (Required)
      • The maximum number of users that can be added to the child account.
    4. Timezone (Required)
  4. Click Create.
Updated on May 23, 2019

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