Adding & Managing Sub-Accounts

Adding Sub-users can be the best way for re-sellers & agencies to earn



For Agency account users, adding Sub-accounts can be done from the Settings Page inside your dashboard.

Adding Sub-Accounts can be done for the purpose of reselling or managing multiple users separately. Agency plan subscribers can "White-label" their dashboard and resell Influence under their own brand-name.

To know more about White-label & CName use this help article:

Getting started with Whitelabel

Follow these below steps to Add a new sub-user (Sub-account owner):

Step 1 - On your Configure Page under the Settings tab from your left hand panel

  • Click on Sub-Accounts card & go to your Sub-accounts section.

 Step 2 - Create Plans for Sub-users

We need to create Subscription Plans before adding any Sub-account.

  • Click on Create User Plan button.

 

Create a New Plan (as shown in the below modal window):

  1. Plan ID - Assign a unique Plan ID.
  2. Name - Assign a unique name to your plan.
  3. Unique Visitors - Assign a limit for this plan, this must be less than your account's unique visitor limit
  4. Amount - Put in the amount you want to charge your Sub-user for this plan.
  5. Details - Type in some relevant details or offerings which you want to provide in this plan.
  6. Select Interval - select an interval from the dropdown, this can be either Monthly or Yearly.
  7. Interval Count - This is the interval after which invoice charging happens under this plan for any Sub-account. For example, assigning interval count  as "2" means billing happens every "2 months" for this plan.  {Note: Sub-account payment portal is under development}

Finally, Click on the Add Plan button to save the plan settings.

 

Step 3 - Create Sub-accounts

Click on Add Users button, a modal will open.


Fill out the all the fields as per below instructions:

  1. Email Address - input sub-user's email address.
  2. Account Name - assign any username to that sub-user.
  3. User Password - assign any password, sub-user can change it manually after it logins.
  4. Brand Text - Set your Brandname here, this will reflect on your Sub-user's notifications.
  5. Brand URL - Set hyperlink to the Brandname text which you have put in the previous step.
  6. Notification URL - Set hyperlink on your Sub-user's notifications. Using this you can redirect Sub-user's traffic as per your requirements.
  7. Select role as Campaign Manager or Campaign Viewer
  8. Assign a Plan - Assign a plan to the Sub-account, select any from the dropdown.

Click on Add User button once you are done. 


You can see the newly created user as shown below.
By clicking on Settings icon you can enable or disable that user, & change its password or role.
Clicking on delete icon will permanently delete that user.

 Use Settings option for advance customization :-

If you want to set some more customization for any particular Sub-account then it can be done from the Edit option


You can change any Sub-user's password or role from here as well. {Changing Sub-user's Role is not recommended}
Some of the customization are:

  1. Access Control - You can change the access control of the user from here.
  2. User Quota - You can assign the quota of visitors from here.
  3. Branding Text - You can change the branding text of the user from here
  4. Branding URL - You can change the branding URL from here.
  5. Notification URL - hyperlinking can be changed from here.
  6. Enable Users to Hide Brand Name
  7. Enable Users to Change Brand Name
  8. Enable Users to Remove Notification Click
  9. Enable Users to change Notification URL

Add multiple Sub-accounts by following the above instructions.

If you're still facing any issues, then you can contact us through the support section, & we'd be more than happy to assist you with it.


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