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Enterprise People: Sub-Account Lists

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Sub-Account Lists, accessed in Enterprise People Module, lets you control the People data each Sub-Account can access and use.

A sub-account list is a list of employees generated by a Search, which is then assigned to one or more sub-accounts. Users in the Sub-Accounts can only search for and send to the People within Lists assigned to them. They will not be able to view any People outside their List. (See What will my Sub-Account See for more information)

Note: A Sub-Account, opted into Enterprise People, must be associated with a List. ​A Sub-Account will have no People until you add it to a List.
 

To Access the Sub-Account Lists Tab:

  1. In Enterprise, click People.
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  2. Click Sub-Account Lists.
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  3. Now you can Create Sub-Account Lists or Edit/Delete Sub-Account Lists


 

To Create a new Sub-Account List:

  1. Click New Sub-Account List.
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  2. Choose your criteria to generate your List of People. 
     

  3. Review your List.
     

  4. Complete the Name and Description. Then choose the Sub-Accounts that can use the List and select Create List.
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    • Name: This is the name of the Sub Account List.

    • Description: Add a brief description of the list.

    • Accounts: These are the accounts that have access to the Sub-Account List. 
       

 

To Edit or Delete your Sub-Account Lists:

  1. Click Actions and choose from the drop-down.User-added image
  • Click Edit List to edit the search which generates your People for that List.

  • Click Edit Accounts to add or remove accounts from that List. 

  • Click Delete to remove that Sub Account List.

 

What will my Sub-Accounts see?

When there is NOT a Sub-Account List associated with a Sub Account, they will see the following message and will be prompted to contact their Enterprise Administrator.
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When a Sub-Account List is assigned to a Sub-Account, the Sub-Account will be able to Create a Saved Search, Run a Search or Upload to a Tag.
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