Manage Contacts/Sub-Accounts in Billing System
Posted by Valarie S. on 05 August 2021 03:41 PM

Clients to create sub-contact under their main account:
• Add sub-account without any permission/access (for reference only)
• Activate sub-account (able to manage client account with separate login details)
• Set email preferences (emails to be received by the sub-contact)

1. Sub-Contact can be assigned to login and carry out various actions that the main account holder has permitted them to.
2. It is important to check and update the Sub-Contact if there is any changes.

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