Partners: Child account creation

Learn how to set up and configure a new child account

In need of multiple accounts? Our multi-account solution is designed for organizations seeking unique accounts for their various locations, departments, or users. Take advantage of bulk pricing, product features for brand control, customized onboarding, and more!

To create a new child account:

1. In the MY ORGANIZATION menu on the left-hand side, click Accounts > My accounts.
2. Click the Add Account button in the upper right-hand corner of the page.
   
   
   
   
3. In the Plan information panel, choose a plan type and click the Next button in the bottom right-hand corner of the page.
   Note: If you have Single Bill enabled for your partnership, your new accounts default to Single Bill except if you choose the "Trial" option.
   
   
   
   
4. Enter the following information and click the Next button in the bottom right-hand corner of the page:

• The Organization name.
• The account owner's First name and Last name.
• The account owner's Email address. Make sure to check the box to send the email verification to the account owner.
• The account owner's Phone number.
• A Username for the account.
• A Password for the account. You can check the box to prompt the account owner to change the password after they log in for the first time.
• A Website address for the organization. This field is optional.
  
  
  
  

5. Enter the following information and click the Next button in the bottom right-hand corner of the page:

• The Country where the organization is located.
• The Street address for the organization.
• The City/town where the organization is located.
• The ZIP/postal code for the organization.
• The State/province where the organization is located. Choose an option from the drop-down menu.
  
  
  
  

Questions?