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

   
    

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:

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

• 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, 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.

 

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. 

 

To Create User Groups:

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

2. Click 'New Group', on the left.
    

 

To Edit or Delete a Group:

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

   

2. Click 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'.