User Accounts (Sub-Accounts)

What is a Sub-Account?
A Sub-Account is a separate login for any other employee or account user. It allows them to set up customized email filters for Tradeloop content, send thei...
Tue, 31 Jul, 2018 at 2:38 PM
What does a Sub-Account have access to?
Sub-Account users have the same access as a Master Account Holder, except they cannot modify company information, billing, or manage the users on the accoun...
Tue, 31 Jul, 2018 at 2:39 PM
What is the difference between a Master Account Holder and a Sub-Account user?
Sub-Account users have the same access as a Master Account Holder, except they cannot modify company information, billing, or manage the users on the accoun...
Tue, 31 Jul, 2018 at 2:39 PM
How do I add or remove a Sub-Account user?
Add additional Sub-Account users here. Adding users is an effective way to ensure your team is getting exactly the content they are focused on. Add as many ...
Tue, 31 Jul, 2018 at 2:40 PM
Who is authorized to edit Sub-Accounts?
The Master Account Holder and the individual Sub-Account users are the only people authorized to change the information, such as name, email, phone, or addr...
Tue, 31 Jul, 2018 at 2:40 PM
I accidentally disabled a Sub-Account. Can I get it back?
Yes! If you are the Master Account Holder, visit the account page and click "Restore" next to the Sub-Account you disabled. 
Tue, 31 Jul, 2018 at 2:41 PM
Can I delete an inactive Sub-Account?
At this time, you cannot delete inactive Sub-Accounts, but please note these accounts do not display to anyone except your team (the Master Account Holder a...
Tue, 31 Jul, 2018 at 2:41 PM