How to Create Sub-Accounts Under my Account
- Log in to Core
- Navigate to Contacts/Sub-Accounts under Account
- Add a new contact
- To allow this contact access to this account on our platform, just tick the Sub-Account checkbox.
- Next enter a password and then tick the various options that you want to grant the sub-account permission to access.
Once done, hit save and the new account holder is ready to log in. You can provide him/her the log in details.
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