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Enterprise Monitor: Sub-Accounts

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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, click 'Monitor' and choose the 'Sub-Accounts' tab.

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

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Sub-Account Tab Tasks:

There are a number of tasks that can be performed in the Sub-Accounts tab, click an option below to view the instructions:  

To Search for a Sub-Account:

  1. Use the the Search Box.
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To Perform Bulk Actions:

  1. On the list of your Sub-Accounts, tick 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 you Bulk Action.

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To Lock a Sub-Account:

  1. In your list, choose the account you'd like to lock.

  2. ​Click the drop down icon under the 'Actions' column.

  3. Click 'Lock' to lock the account. 

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To Create User Groups:

  1. In the Sub-Accounts screen, select the 'Groups' option, on the top right of the screen.
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  1. Click 'New Group', on the left.
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To Edit or Delete a Group:

  1. In the Sub-Accounts screen, click 'Groups'.

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  2. Click Edit icon for the Group.
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  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'.
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  3. Select the 'Group' to move the Sub-Account to or create a New Group.
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  4. Click 'Move Sub Accounts'.
     

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