Must I set a company name if I want use the sub-accounts feature?

Yes. For the link to the sub-accounts login page to work, you must have a company name set in your account details.
If you haven't entered it yet, click here to update.

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Where should my sub-account users log in from?

Enter the Sub-Accounts Settings page from the left menu: Settings > Sub-Accounts. At the top...

How many sub-accounts can I set?

The number of sub-accounts you can set depends on your plan. View the plan comparison to see how...

Can a sub-account user set/send his own reports?

Yes, a sub-account user can set and send his own reports. Reports that a sub-account user has...

Which features are shared and which are separated between the accounts?

Groups: Groups that are set up for sub-accounts are the only groups he can work on, and these are...

Can a sub-account use the master account’s custom templates?

Yes. On your master account, when you set up a customized template at the bottom of the page,...

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