Unbounce Answers/Next Steps/Multi-User and Sub-accounts

How to Manage Clients & Teams with Sub-accounts [VIDEO]

Ryan Engley
posted this on August 24, 2012 02:03 pm

Want a better way to manage your projects, clients, and departments in Unbounce!? Sub-accounts to the rescue! They're a great way to organize and separate your various workflows, and limit access to pages.  

You can add as many sub-accounts as you like to the Pro subscriptions. 

What are Sub-Accounts?

Sub-accounts allow you to:

  • Keep your projects separate
  • Limit access to users
  • Keep domains separate
  • Specify unique settings (email notifications, integrations, labs features)

How can I use Sub-Accounts?

Adding sub-accounts is a breeze.  Watch the video below and see how to get started.

Related Article: Adding Multiple Users to a Sub-Account

What you will need:

  • A Pro subscription

What it will do:

When you have access to multiple sub-accounts, a context switcher will appear in the top left of the Dashboard.  Use this switcher to hop between the sub-accounts you can access.

Setting up a Sub-Account

  1. Log in to Unbounce.
  2. Click on your User icon to open the Account Management menu.
  3. Click Manage Account for the account you wish to edit.
  4. Click the green Add Sub-account button*
  5. Give your sub-account a name, upload a logo if you like, and click Create Sub-account
  6. You can now use the Context Switcher in the top left of the Dashboard window to switch between your sub-accounts

    * If you are already at your maximum number of sub-accounts you may need to add more via the Feature tab 

Ta-da!  You are now the proud owner of a baby sub-account.  Show it some love and you'll be rewarded with years of enjoyment.

Editing, Archiving or Deleting Sub-Accounts

  1. Log in to Unbounce.
  2. Click on your User icon to open the Account Management menu.
  3. Click Manage Account for the account you wish to edit.
  4. Access the Account Management tab found at the top right of the Dashboard window and click Manage Account.  This will open the Account Management dialog.
  5. Click the Sub-Accounts tab.
  6. Access the Cog Menu (cog_menu.png) next to the domain.
  7. Select the appropriate option (Edit, Archiv, or Delete)
    archive-delete-sub-account.png 

Bumping Up the Number of Sub-Accounts in Your Subscription

Sub-accounts can be added to Pro subscriptions by Administrators or Account Owners.

  1. Log in to Unbounce.
  2. Click on your User icon to open the Account Management menu.
  3. Click Manage Account for the account you wish to edit.
  4. Open the Features tab.
  5. Bump up the number of sub-accounts you would like to add.
    Screen_shot_2012-08-24_at_1.33.21_PM.png 
  6. Click Update Totals.

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