{"id":6217,"date":"2021-08-02T23:32:34","date_gmt":"2021-08-03T03:32:34","guid":{"rendered":"https:\/\/trustpulse.com\/?post_type=docs&#038;p=6217"},"modified":"2024-10-21T06:46:35","modified_gmt":"2024-10-21T10:46:35","slug":"how-to-use-trustpulses-sub-accounts","status":"publish","type":"docs","link":"https:\/\/trustpulse.com\/docs\/how-to-use-trustpulses-sub-accounts\/","title":{"rendered":"How to Use TrustPulse\u2019s Sub-Accounts"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Would you like to allow additional people to preview or work on your TrustPulse campaigns? Are you an agency who would like your clients to be able to view or work on the campaigns that will be shown on their site?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this article, you\u2019ll learn how to use TrustPulse\u2019s sub-accounts.<\/span><\/p>\n<ol>\n<li><a href=\"#add-sub-account-user\">Add Sub-Account User<\/a><\/li>\n<li><a href=\"#edit-sub-account-user\">Edit Sub-Account User<\/a><\/li>\n<li><a href=\"#revoke-access-for-sub-account\">Revoke Access for Sub-Account<\/a><\/li>\n<li><a href=\"#delete-sub-account\">Delete Sub-Account<\/a><\/li>\n<li><a href=\"#troubleshooting\">Troubleshooting<\/a><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Before_You_Start\"><\/span><b>Before You Start<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Here are some things to know before you begin:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sub-accounts are available with <\/span><span style=\"font-weight: 400;\">Growth or higher subscription<\/span><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sub-accounts in TrustPulse grant varied and controlled access to coworkers and\/or clients to certain aspects of your TrustPulse account.<\/span><\/li>\n<\/ul>\n<h3 id=\"add-sub-account-user\"><span class=\"ez-toc-section\" id=\"Add_Sub-Account_User\"><\/span><b>Add Sub-Account User<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">1. When logged into your TrustPulse account, navigate to the Account &gt; <\/span><span style=\"font-weight: 400;\">Sub-Accounts page<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">2. <\/span><span style=\"font-weight: 400;\">Next, select the <\/span><b>Invite a User<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trustpulse-invite-a-user-button.png\" alt=\"\" width=\"654\" height=\"301\" \/><\/p>\n<p><span style=\"font-weight: 400;\">3. Enter the User\u2019s name, email address and choose the user-role you wish to grant them. Then add a message to include in your invite.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-invite-a-user-page.jpg\" alt=\"\" width=\"661\" height=\"366\" \/><\/p>\n<p><span style=\"font-weight: 400;\">4. When you are finished, select <\/span><b>Send Invite<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-send-invite-button.png\" alt=\"\" width=\"674\" height=\"346\" \/><\/p>\n<p><span style=\"font-weight: 400;\">5. The new sub-account user will receive an email inviting them to join your TrustPulse account with the role you&#8217;ve assigned them.<\/span><\/p>\n<h3 id=\"edit-sub-account-user\"><span class=\"ez-toc-section\" id=\"Edit_Sub-Account_User\"><\/span><b>Edit Sub-Account User<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you would like to change the settings and permissions of a Sub-Account User, you can do so following these steps:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">1. From the Account &gt;<\/span><span style=\"font-weight: 400;\">Sub-Accounts page<\/span><span style=\"font-weight: 400;\">, select the <\/span><b>Edit <\/b><span style=\"font-weight: 400;\">button associated with the User.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-sub-account-edit-button.png\" alt=\"\" width=\"653\" height=\"246\" \/><\/p>\n<p><span style=\"font-weight: 400;\">2. On the Edit screen, make any modifications to the User that you want to.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-22\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-edit-sub-account-page.jpg\" alt=\"\" width=\"606\" height=\"311\" \/><\/p>\n<p><span style=\"font-weight: 400;\">3. When you\u2019re finished, save the changes.<\/span><\/p>\n<h3 id=\"revoke-access-for-sub-account\"><span class=\"ez-toc-section\" id=\"Revoke_Access_for_Sub-Account\"><\/span><b>Revoke Access for Sub-Account<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">You may wish to temporarily suspend access to your account from a Sub-Account User without permanently deleting them. To revoke access, follow these steps:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">1. First, navigate to the account &gt; <\/span><span style=\"font-weight: 400;\">Sub-Accounts page<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">2. Next, select the <\/span><b>Revoke Access<\/b><span style=\"font-weight: 400;\"> button next to the User.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-23\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-sub-account-revoke-access-button.png\" alt=\"\" width=\"597\" height=\"225\" \/><\/p>\n<p><span style=\"font-weight: 400;\">3. A confirmation dialog box will appear. Once you confirm, the user\u2019s access has been disabled.<\/span><\/p>\n<h3 id=\"delete-sub-account\"><span class=\"ez-toc-section\" id=\"Delete_Sub-Account\"><\/span><b>Delete Sub-Account<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you would like to permanently remove a Sub-Account User, follow these steps:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">1. Navigate to the Account &gt; <\/span><span style=\"font-weight: 400;\">Sub-Accounts page<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">2. Next, select the <\/span><b>Edit <\/b><span style=\"font-weight: 400;\">button next to the user you would like to delete.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-21\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-sub-account-edit-button.png\" alt=\"\" width=\"568\" height=\"214\" \/><\/p>\n<p><span style=\"font-weight: 400;\">3. Scroll to the bottom of the Edit page and select the <\/span><b>Delete User<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24\" src=\"https:\/\/trustpulse.com\/wp-content\/uploads\/2021\/08\/trust-pulse-delete-sub-account-user-button.png\" alt=\"\" width=\"616\" height=\"314\" \/><\/p>\n<p><span style=\"font-weight: 400;\">4. A confirmation box will appear. Once you confirm the deletion the Sub-Account User will be permanently deleted from your account.<\/span><\/p>\n<h3 id=\"troubleshooting\"><span class=\"ez-toc-section\" id=\"Troubleshooting\"><\/span><b>Troubleshooting<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>I am a sub-account user. Why can\u2019t I see a campaign, integration, or site?<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">There are many reasons why you may not be seeing what you expect when logged in as a Sub-Account User, including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The permissions or user-role assigned to your account does not allow you to perform the action you&#8217;re attempting.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The account owner has revoked your access to their account.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The account owner has allowed their subscription and account to expire.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Please reach out to the account owner first about any issues you\u2019re experiencing with your Sub-Account.<\/span><\/p>\n<p><b>What user-roles are available for Sub-Accounts?<\/b><\/p>\n<p><span style=\"font-weight: 400;\">TrustPulse offers the following Sub-Account user-roles:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Viewer<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Author<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Manager<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Admin<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Learn more about user-role permissions in our <a href=\"https:\/\/trustpulse.com\/docs\/understanding-sub-account-user-roles-and-permissions\/\">Guide to Understanding Sub-Account Roles and Permissions<\/a><\/span><\/p>\n<p>If you haven&#8217;t gotten started with social proof then supercharge your website with TrustPulse today!<\/p>\n<p><a class=\"docs-cta-link\" href=\"https:\/\/trustpulse.com\/pricing\/?special=supercharge\" data-vars-ga-category=\"cta\" data-vars-ga-action=\"click\" data-vars-ga-label=\"how-to-translate-trustpulse-notification\">Get Started with TrustPulse<\/a><\/p>\n","protected":false},"template":"","docs-category":[16],"docs-tags":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs\/6217"}],"collection":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/types\/docs"}],"wp:attachment":[{"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/media?parent=6217"}],"wp:term":[{"taxonomy":"docs-category","embeddable":true,"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs-category?post=6217"},{"taxonomy":"docs-tags","embeddable":true,"href":"https:\/\/trustpulse.com\/wp-json\/wp\/v2\/docs-tags?post=6217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}