Create a Sub-Account

To create a new Organization Sub-Account, start by navigating to Onboard > Accounts > + Create Account.

Onboarding > Accounts > Create AccountOnboarding > Accounts > Create Account

Onboarding > Accounts > Create Account

In the tab that appears, you will need to select the Parent Org Account, enter an Account ID, and Account Name. Optionally, enter a Website. Additionally you will find the following Configuration tabs with additional form fields: Aliases, Branding, Pages, Widgets, Shared Data, and Metadata.

Account Creation - MainAccount Creation - Main

Account Creation - Main

To change the Branding options, select the Branding tab and then enter the Logo URL, Icon URL, Portal Title, and select a Primary Color and Logo Background Color.

Account Creation - Branding TabAccount Creation - Branding Tab

Account Creation - Branding Tab

To change Page options, select the Pages tab. You will be presented with a list of pages which you can toggle on or off for the account.

Account Creation - Pages TabAccount Creation - Pages Tab

Account Creation - Pages Tab

To change Widget options, select the Widgets tab. You will be presented with a list of widgets which you can toggle on or off for the account.

Account Creation - Widgets TabAccount Creation - Widgets Tab

Account Creation - Widgets Tab

To manage Data Sharing for the account, select the Shared Data tab. In the form that appears, you will be able to share Device Types, Integrations, Ingestors, Translators, Pollable Attributes, and Policies

Account Creation - Sub-Account Data Sharing Options TabAccount Creation - Sub-Account Data Sharing Options Tab

Account Creation - Sub-Account Data Sharing Options Tab

Account Creation - MetadataAccount Creation - Metadata

Account Creation - Metadata


Did this page help you?