How to add a secondary account to AZInsight also known as a sub-account?
Sub-accounts allow you to provide access to the software to other team members or VA's without sharing your main account email and password. By default, your subscription comes with a total of 2 sub-accounts. If you need more than 2 sub-accounts you can purchase them from the web portal. Click here to learn how to purchase additional sub-accounts.
To create sub-accounts follow these steps:
Click on your profile name, then click on "Manage Accounts."
- Clicking on the button "ADD SUB-ACCOUNTS"
- Enter the user's first name, last name, email address and set a password
- Click on "SAVE AND CLOSE" and verify the account has successfully been added by looking at the Chart of Accounts.
To delete sub-accounts follow the instructions below:
Click on your name and then click on manage sub-accounts
- Locate the sub-account you wish to delete and then go to the far right and click on the red trash icon