Enterprise Monitor: Sub-Accounts

The Enterprise Sub-Accounts tab, accessed in the Enterprise Monitor, gives Enterprise users a summary of their Sub-accounts including last sends and last logins. You can perform tasks in the Sub-Accounts tab or use the instructions below to access the Sub-Accounts tab in your Enterprise account.
 

To Access the Sub-Accounts Tab:

1. In Enterprise, select Monitor from the menu on the left, and choose Sub-Accounts.

   
    

2. The Sub-Accounts screen shows you a list of your Sub-Accounts. They be sorted by Sub-Account, Group, Last Login and Last Send.

   
    

Sub-Account Tab Tasks:

• Search for a Sub-Account

• Perform 'Bulk Actions'

• 'Lock' a Sub-Account

• Create User Groups

• Edit or Delete a Group

• Move Sub-Accounts Between Groups

To Search for a Sub-Account:

1. Use the the Search Box.
   

To Perform Bulk Actions:

1. On the list of your Sub-Accounts, select the check box of any account you wish to move or lock.

2. Click the Bulk Actions dropdown.

3. Select Move to Another Group or Lock Sub-Accounts to complete your Bulk Action.

To Lock a Sub-Account:

1. In your list of Sub-Accounts, choose the account you'd like to lock.

2. ​Select the Actions button.

3. Choose Lock from the drop-down to lock the account. 

To Create User Groups:

1. In the Sub-Accounts screen, select the Groups tab on the top right of the screen.
    

2. Click the New Group button. 
    

To Edit or Delete a Group:

1. In the Sub-Accounts screen, select the Groups tab.

   

2. Click the Edit icon for the Group.
   

3. Edit Group Name or add a Group Manager. 
   
    

To Move Sub-Accounts between Groups

1. Tick the check box beside the Sub-Account you would like to move.

2. Under Bulk Actions click Move to Another Group.
   

3. Select the Group to move the Sub-Account to or create a New Group.
   
    

4. Click Move Sub Accounts.