How to Create Sub-Accounts and Invite Team Members in Simpu as a Reseller

How to Create Sub-Accounts and Invite Team Members in Simpu as a Reseller

Introduction

As a reseller on Simpu, you have the ability to create and manage sub-accounts for your clients. This feature allows you to expand your business by offering Simpu's services to multiple customers while maintaining control over their accounts.

Overview

This guide will walk you through two main processes:

  1. Creating a sub-account for a client
  2. Inviting team members to the newly created sub-account

By following these steps, you'll be able to set up new client accounts and ensure the right people have access to manage them.


Prerequisites

  • Ensure your account has reseller status

Creating a Sub-Account

  1. Log in to your Simpu account
  2. Click on your profile icon

  3. Go to "Settings"

  4. From the left sidebar, click on "Reseller"

  5. Click the "Create Sub-Account" button

  6. Provide a name for your sub-account

  7. Complete the creation process

Inviting Team Members to the Sub-Account

  1. After creating the sub-account, locate it in your list of sub-accounts
  2. Click on the "More" option (usually represented by three dots) next to the newly created sub-account
  3. Select "View Sub-Accounts"

  4. You will be redirected to the new sub-account's page
  5. Click on the "Invite Members" button

  6. Enter the email address(es) of the people you want to invite

  7. Select the appropriate roles for each invitee
  8. Click the "Invite" button to send the invitations

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