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Account Structures

In this article:


The SMS Central web portal features a multi-tiered account structure, including up to five levels of sub-accounts, allowing you to more effectively manage your account with the ability to ensure data is only shared among work functions who require access to the information. 


The diagram below shows a summary of the available account structure. A simple structure of up to five sub-account levels is shown on the left, and an example of multiple sub-accounts per level is shown on the right:



Parent Account

Every top-level customer account is referred to as a Parent Account as this is the overarching account with the ability to manage sub-accounts. An administrator accessing the parent account can conduct the following tasks:

 

Level 1 Sub-Account

A Level 1 sub-account can be created by an administrator of the Parent Account. Sub-accounts can have one or more users and have the following attributes:

All users associated with a sub-account have access to the information above, so team members can access the same information without having to share with employees working outside the team. One of the major benefits of using sub-accounts is that team members needing to access the same information (e.g. monitor an inbox), don't have to share credentials. If a user leaves the organisation, they can simply be removed from the account without impacting any data or other users.


Level 2-5 Sub-Accounts

Additional levels of Sub-account are created by an administrator of a higher level sub-account. All sub-accounts have the same attributes and functionality; however, Level 5 sub-accounts cannot create other sub-accounts.


Users

A user is simply a profile with access to login to the SMS Central web portal, be it to the parent account or a sub-account. A user can be invited to one or more accounts by an account administrator, and can have one of the following access permissions:




Users can be added or removed without impacting the account.


Account Relationships

There are various ways you can have your account set up.

1) Parent account with Users:


2) Parent account with sub-accounts and sub-account users:


3) Parent account with users PLUS sub-accounts with sub-accounts and sub-account users (a combination of the first two options):