Sub Accounts

Sub Accounts are a way of organising multiple related Accounts.

You may for example want an Account for a customer that has a chain of bookstores, and a Sub Account for each of their store’s locations.

Each Sub Account has access to the installed connectors in its “parent” Account.

Creating a Sub Account in the Console #

To set up a Sub Account:

1. Go to your Partner Console > Accounts > Account Management
2. Locate the Account you wish to create a Sub Account for.
3. In the Sub Accounts column for that Account, click the number of Sub Accounts 
   
   
4. Click Add New Sub Account.
5. You can now set up a Sub Account just as you would an ordinary Account.

Creating a Sub Account using the Cyclr API #

You use the standard POST /v1.0/accounts endpoint to create an Account, you just provide an additional ParentAccountId property in the Request Body to tell Cyclr which Account to add it under:

POST /v1.0/accounts
Authorization: Bearer ****************************************************************
Content-Type: application/json

{
  "ParentAccountId": "ParentID",
  "Id": "Sub1ID",
  "Name": "Sub Account #1"
}

Task Usage in Sub Accounts #

Your Cyclr Console displays Task Usage for each Sub Account in the same way as ordinary Accounts.

Sub Accounts Task Usage is not included within their parent Account’s Task Usage.