This means that employees who need access to all accounts do not need to remember multiple accounts. At the same time, local teams retain their individual access, e.g. to manage their call forwarding.

In this article you will learn how to add the first subsidiary account to your main account.

1. Call up the customer portal of the main account

First think about what your main account should be, to which you want to assign secondary accounts. Then log into the customer portal of your future main account.

Attention! Only secondary accounts can be assigned to a main account.

2. Open subsidiary management

Select "My product" → "subsidiary management" from the menu at the top of the screen.

Then click on "Add secondary account" in the top right-hand corner of the subsidiary management screen.

3. Add subsidiary account

Create a new secondary account

To order a new account and link it directly, please click on "Create new secondary account". You will then be taken to the order process. Customise the product to your requirements and complete the order as normal. You will be automatically forwarded to the account administration. The new secondary account is already listed here.

You will automatically receive further information by email after placing your order.

 

Add an existing account

To add an existing account as a secondary account, please click on "Add existing account" and follow the instructions on the screen.

Create new subsidiary account

To order a new account and link it directly, please click on "Create new subsidiary account". You will then be taken to the order process. Customise the product to your requirements and complete the order as normal. You will be automatically forwarded to the account administration. The new subsidiary account is already listed here.

You will automatically receive further information by email after placing your order.

Add existing account

To add an existing account as a subsidiary account, please click on "Add existing account" and follow the instructions on the screen.

4. Manage accounts

As soon as a subsidiary account is assigned to your main account, you have access to the "Subsidiary management" menu in your customer portal. Here you will see an overview of the linked accounts and have access to all secondary accounts.

You can also see and manage those accounts for which you have set up a collective invoice.

If you want to detach a subsidiary account from a main account, you can also do this here.