Articles

What are Sub-Accounts, and how can they be set? The Sub-Accounts feature allows you to set up and manage access of multiple users to your master... 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... How can I set up sub-accounts? The settings are accessed from the left menu: Settings > Sub Accounts. When entering, you'll... 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 I use the sub-accounts feature for reselling PRT services? The purpose for having sub-accounts is to allow team work by company employees (permission-based... 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,... 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... Can sub-account users make changes that apply to the master account, and vice versa? All sub-accounts are part of your master PRT account!Changes made by sub-accounts with... Do I have to organize my URLs using Groups to set sub-accounts? The sub-accounts are based on URL Group assignment. Unless it's an admin or accounting-only user,... How can I have my logo displayed for Sub-Accounts? You can display your logo, instead of PRT's, on the sub-accounts login page and at the top-left... 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... What permissions can I set for a sub-account? Admin: Enable full access to all account data, actions and areas. No need to set groups.Admin... Which sender’s email can a sub-account use on his reports? By default, a sub-account can send reports from the master account’s registered email address, or... 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...
« Back
×