How to add Sub-Account?
Sub-accounts are created to assign access responsibilities to specific individuals. Clients can choose the role(s) and grant the sub-account holder access to multiple screens based on those roles.Step-by-Step Guide to Create a Sub-Account
1. Navigate to Sub-Accounts Section
- Click on the 'Settings' option.
Navigate to the 'Categories' section and select 'Company'.
Once there, click on ‘Sub Accounts’.
2. Add Sub-Account Details
After clicking on sub-accounts, a new page will appear on your screen.
Click on the 'Add Sub Account' button.
Provide the following details to add a new sub-account:
Name: Enter the sub-account holder's name.
Email: Enter a unique email address.
Password: Set a password or generate a temporary one for the sub-account.
Phone Number: Enter a unique phone number.
Role: Choose a role for the sub-account so the user can access only the screens assigned to that role in the client portal.
Parent Selection (Hierarchy):
Select the Parent account when creating the sub-account. The parent account defines the structure:
Technician’s Parent = Regional Office
Regional Office’s Parent = Super H.O
This means the Technician reports to the Regional Office, and the Regional Office reports to the Super H.O.
Enable or disable the “Email login instruction to the user” option as needed:
If enabled, the user will receive an email with login instructions.
If not enabled, you must inform the user directly with all the details and instructions.
3. Email Login Instructions to the User
Open your email inbox and locate the email received from "Support@dyrect.co".
If the Email Login Instructions to the User option was selected, the email will contain login instructions.
Open the email and click on the link provided.
A new page will open where the user can set their password and gain access to their account.
In cases where the option was not selected, a password must have been created at the time of the sub-account creation.
4. Reset a Password
Click on the 'Settings' option and select 'Company'. Then click on ‘Sub Accounts’.
Click on the drop-down menu next to the user's name under the 'Action' column.
You can either edit the account information or send a password reset link to the email provided.
Conclusion
By following these simple steps, you can create sub-accounts, reset passwords, or make necessary changes to account information. This ensures that sub-account holders have secure access to their accounts with updated details, helping maintain smooth operations.
Sub-accounts enable effective delegation of responsibilities within the organization.
Clients can customize roles and access permissions for each sub-account.
Sub-accounts follow a hierarchical structure that aligns with the organization’s reporting system.
FAQ
1. What is a sub-account?
A sub-account is an account created for an individual who needs limited or role-based access to the system. It allows organizations to delegate responsibilities efficiently.
2. Why do we create sub-accounts?
Sub-accounts help:
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Assign specific responsibilities to team members
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Control access based on roles
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Maintain security and accountability
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Structure workflow according to business hierarchy
3. What is the purpose of assigning a role when creating a sub-account?
The role determines which screens and features a sub-account user can access. Without a role, the user may not be able to view or access any screens.
4. Can I assign multiple roles to one sub-account?
Yes. If the system allows multi-role selection, you can assign more than one role to provide broader access.
5. What is the parent selection in hierarchy?
The parent account defines the reporting structure for the sub-account.
Example:
-
Technician → Parent = Regional Office
-
Regional Office → Parent = Super H.O
This ensures the hierarchy matches the organization’s structure.
6. Is entering a unique email and phone number mandatory?
Yes. Both email and phone number must be unique to avoid conflicts and ensure proper account verification.
7. What happens if the "Email login instruction to the user" option is disabled?
If disabled, the system will not send login instructions. You must manually share the login details (email and password) with the user.
8. How does the sub-account user set their password?
If login instructions are enabled, the user receives an email with a link to set their password.
If not, the password set at creation must be used for login.
9. Can I reset the password for a sub-account later?
Yes. You can send a password reset link from the Sub Accounts section under Settings → Company.
10. Can I edit sub-account details after creating it?
Yes. You can update details like name, role, phone number, and parent hierarchy anytime using the Edit option.
11. What happens if a sub-account has no role assigned?
The user will not see any screens or functionality upon logging in. Assigning a role is essential.
12. Can a sub-account be deleted?
Yes, but only if it’s not linked to critical actions or ongoing activities. You can delete it via the Actions menu.
13. What email will sub-accounts receive login instructions from?
14. How does hierarchy affect sub-account visibility?
Hierarchy controls:
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Which users appear in dropdowns
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Reporting flows
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Access and visibility of data (depending on your business setup)
15. What should I do if the sub-account user does not receive the login email?
Check spam/junk folder → Verify email address → Resend login or reset password link.
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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