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Creating a Sub-Account in WarPlan AI

Learn how to create multiple WarPlan AI accounts within your main account to manage different companies or revenue goals.

Written by Eric Kelly

Steps to Create a Subaccount

  1. Go to Settings: Access your settings from the main menu.

  2. Select My Account Tab: Click on the My Account tab.

  3. Create New Company:

    • Scroll down and click Create New Company.

    • Name your new company (e.g., "Test Company").

Initial Setup

  1. Setup Process: Follow the initial setup steps for the new company, similar to your original WarPlan AI account.

  2. Switch Between Accounts:

    • Use the Return to [Your Main Company] button to switch back to your main account.

    • Access subaccounts anytime from the My Account tab.

Managing Multiple Accounts

  • Primary Account: Choose your primary account which opens by default upon login.

  • Switching: Easily switch between multiple accounts as needed.

Tags: Sub-account

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