How to Give Team Members Separate Access to the Main Account?

Sub-accounts let you give other people on your team access to the platform – with only the permissions they actually need. For example, you can let one person send bulk SMS but restrict access to analytics or finances.

Before You Start

Sub-accounts are not available by default. To enable this feature, ask your Gatum manager to turn on the Can Add Subaccount option in your account settings.

Once it's enabled, you'll see the Sub Accounts section in your platform under Setting → Sub Accounts.

Step 1: Create a Sub-Account

Go to Setting → Sub Accounts.

Click the Create button in the top right corner of the page:

Fill in the required fields:

Click Save.

The new sub-account will appear in the list on the Sub Accounts page.

Step 2: Set Up Permissions

Find the sub-account in the list and click the + icon on the right side of their row and click the Manage access icon:

You'll be taken to the Access of Sub Account page, where you can select permissions across several categories:

Check the boxes for the permissions you want to grant, then click Save.

The sub-account is now ready. The person can log in using the credentials you set up and will only see the parts of the platform that you've given them access to.