Multiple Managers sharing subaccounts

Hi @caliam,

Thank you for reaching out.

If you want to allow a master account to place orders on behalf of subaccounts that are under different Managers, a possible solution would be to install the Supervisor Add-On and add a Supervisor account on top of the 4 directors (Managers). The 4 Managers should then be provided with access to the same Supervisor account (same credentials).

Given the below example:

• Master Account (Supervisor)
  • — Director 1 (Manager)
    • —— Subaccount A
    • —— Subaccount B
  • — Director 2 (Manager)
    • —— Subaccount C
    • —— Subaccount D

By logging in as a Supervisor account, each of the four directors can switch to all subaccounts, even those located under different Managers.

In the example above, Director 1 would log in as the Master Account (Supervisor) and could then switch to both Subaccount A and Subaccount C.

Please notice that the Supervisor Add-On installs on top of Subaccounts Pro.

Hope this helps.