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How to Connect Users to Switch Between Sub Accounts
How to Connect Users to Switch Between Sub Accounts
Patrick Burns avatar
Written by Patrick Burns
Updated over a year ago

Captello allows you to connect your users across sub accounts so you can easily switch between them.

To do that follow the steps below:

  • Create users on your sub accounts

The usernames must be different you can add an identifier at the end such as 'user-subacc1@company.com'

  • Navigate back to the parent account

  • Navigate to Setup > Users > All Users and locate the user

  • Click on the user's drop-down and click Assign Accounts

  • Select their new accounts from the drop-down and click the little save button.

  • After that is a step that must be done by the person (or you can login as them and do it).

  • The person (or an admin logged in as them) must click their profile picture and click Add account.

  • Star the accounts so they show when you click the profile picture.

The user is now set up to switch between accounts by clicking on their profile picture!

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