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Sub Accounts

You can also view this video: https://survey.walr.com/pXAMk7?qq=26 


A regular account is for a licensed user of the Walr Platform. 

A sub account is an account for a user that is invited to view or participate in a project owned by a regular account user. Sub accounts are set up by an Administrator.


You can easily share project(s) with your colleagues and clients, whether they have existing accounts on the Walr Platform, or not. 


A sub account must exist before it can be used to share a project.

Note: an email address cannot be registered to a regular account and sub-account at the same time.

 

See also “Sub Accounts – How to Share a Project

 

To access these settings:

The image displays an admin dashboard for a user account, showcasing various settings such as users, tags, email, SMS, audit logs, email templates, customizations, API keys, and an organization section, all within a user account management interface.

AI-generated content may be incorrect.

 

First create a sub-account group that will allow you to group users from the same company to be grouped together.  This will allow you to share a project with multiple people more easily.

The image shows a user interface with a form to create a new sub account, including fields for the account name, description, and an option to cancel or proceed.

AI-generated content may be incorrect.

 

You can invite as many users to each sub-account group as needed.

If you need to remove anyone, you can do so from here and they will no longer be able to view any projects previously shared with them.

The image shows a user interface displaying a demo account with an email invitation for another user, with options to invite or close the account.

AI-generated content may be incorrect.


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