Add a Sub-Client in Your Client Account

Description

Here are the steps you need to follow to add a sub-client account and new users for this client.

Create a sub-client account and update its details

If you are an administrator of your own organization account, you can create a sub-client account. You will also be able to add users and buildings to this sub-client account. The best practice is to create a new sub-client account for each new client in order to manage efficiently buildings and user permissions.

To create a new sub-client account:

  1. Navigate to your Client Dashboard
  2. Click on Clients to view your current sub-clients.
  3. Click + “Add”.
  4. Fill in the necessary information for the new client profile. Please note that updating your client profile with complete information is very useful in order to manage the client account effectively. The best practice is to add a picture or logo for this new Client to better clarify which Client you are currently working in.
  5. Click on Save to save and submit the Client setup.

Add users and administrators for your sub-client account

At this point, you might be ready to add new Users to your Sub-Client. In order to add new users, you must be an administrator user of your own organization account or an administrator of the sub-client account.

To add Users to a Sub-Client

The following are the steps to add users to sub-clients:

  1. Navigate to the desired Sub-Client
  2. Click Users.
  3. On the Users page, click + “Add”.
  4. Fill in the necessary user details.
  5. Set up the initial password (enter it twice and you do not need to remember it, the User can manually reset their password when logging in by clicking Forgot Password?). Note: At this stage, the User can be assigned to a Group, however, this can also be done through Groups. (See below)
  6. Click “Save” to submit.

You must add the User to a Group to assign permissions – without permissions assigned, the User cannot see any Buildings. This can be done as part of step 4 above, or through Groups as seen below.

To add Users to a Group

The following are the steps to add users to a group:

  1. Navigate to the desired Sub-Client
  2. Click “Groups”.
  3. From the Groups page, select the Group you want to add Users into.
    • Open the group. You can see the current Users that reside in this particular group. At the bottom of the page, you can see the read and write permissions granted for each Building, as well as, the Reports this Group has subs.
    • Click Edit Users.
    • Use the filter toolbar to find your user
    • Check the box
    • Click Submit.

Note: adding users into the Admin Group will allow them to manage the entire sub-client account. Process carefully while adding people to this group. Moreover, the administrator of your sub-client account does not have access to your organization account or to other sub-client accounts.

Update group permissions for your sub-client account

You could also change the group permissions in order to read or write more buildings:

  1. Stay on the group page where you added your user.
  2. Click Buildings under Permissions.
  3. Check or uncheck the box to add or remove the group permissions (read or write).
  4. Click Submit.

Add new groups for your sub-client account

To add a group, processes are as follows:

  1. Go back to the overview ‘Groups’ page by clicking on the arrow on the ‘Group Management’ page. If you are on a different page, navigate to your sub-client using the Navigation menu as above.
  2. On the Groups page, click New.
  3. Add the group name and click Submit.

The group can then be configured as described above.

Add a Building to your Sub-Client

In order to add a building to your sub-client account, you should click here.

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