Sub-Users
Sub-users are users that are placed underneath a main account. Sub-users can have their orders require approval, their ability to purchase limited to budgets, and their catalog browsing capabilities limited to certain product lists.
Sub-users are a great feature for any customers with multiple departments or locations.
What we'll cover in this article
Managing Sub-Users in the Admin
To manage the Sub-Users on an account, simply go to the User Details page and click "Manage Sub Users"
Sub-Users are simply users that have been added under a main user. We tend to call the main user the "Account Owner".
These Sub-Users can have "Budgets" that would require approval from the Manager or Account Owner.
The Limits are controlled by the Account Owner user from the storefront.
Sub-users are created in the storefront under the My Account option, there is an option for "Manage Users". For more on Sub-users, Click Here.
Drag and Drop Sub-Users in the Admin
The following functionality is only available in the admin and will help you quickly manage sub-user accounts.
If you need to change the order of the hierarchy of your subusers, you can do so with our drag and drop editor from the "User Hierarchy" tab.
Promoting a sub-user to an account owner
If you need to restructure your user hierarchy and convert one of the existing sub users to the account owner, you can do so in the admin.
In the example below, we will be replacing Michael Scott (current account owner) with Jim Halpert (sub-user).
All you will need to do is edit the sub-user (Jim Halpert) and click on the Make Account Owner option at the bottom of the page. A pop up window will appear asking you to confirm your changes.
The former account manager (Michael Scott) will be directly underneath the new account owner (Jim Halpert). He (Michael Scott) will have no permissions/budgets set, so if you require these, you can edit them in the storefront using the Impersonate feature.
Adding or Moving a standalone account to a hierarchy
If you have a single user that you want to make part of an organization, you can use the Move User option. You will want to first edit the user that you want to move and scroll down to the bottom of the page.
Next you will just start typing the name/username of the person who you want to place this user under (this will be the account owner), select the user and click Move User.
For this illustration, we will be moving user Lisa Bender under the Account Owner Jim Halpert.
Removing a subuser from an account
To remove a user from an organization, all you would need to do is edit the user in question and click on the Remove User From Account option. this will dissociate that user completely from the hierarchy.
Supporting Documentation
Sub-users are users that are placed underneath a main account. Sub-users can have their orders require approval, their ability to purchase limited to budgets, and their catalog browsing capabilities limited to certain product lists.
Sub-users are a great feature for any customers with multiple departments or locations.