Properly managing sub-account transfer permissions is essential for controlling user access within your agency. By adjusting these settings, you can grant or restrict the ability to view, manage, and eject sub-accounts, ensuring that only authorized team members can perform these actions.

Note: This feature can only be modified by Agency Owners for enhanced security.

How It Works

Access Roles and Permissions

Navigate to the Teams page within your Agency Settings, then click the pencil icon corresponding to the relevant agency user/admin.

Modify Sub-Account Transfer Access

Next, head to Sub-Account Transfers within the Roles and Permissions section.

Enable/Disable the feature to suit your preferences, then check or uncheck the “View & manage sub-account transfers / eject” option to grant or restrict permissions for selected users.

Changes to permissions are applied immediately, ensuring real-time access control for your team members.

By configuring these permissions appropriately, you can maintain control over sub-account management, prevent unauthorized changes, and ensure that only designated team members can oversee account transitions.

Frequently Asked Questions

Who can modify sub-account transfer permissions?

Only Agency Owners can modify this feature, which is enforced for enhanced security.

Where do I manage these permissions?

Go to the Teams page in your Agency Settings, click the pencil icon for the relevant user or admin, and open Sub-Account Transfers within Roles and Permissions.

How do I grant or restrict the eject permission?

Enable or disable the feature, then check or uncheck the “View & manage sub-account transfers / eject” option for the selected user.

When do permission changes take effect?

Changes are applied immediately, providing real-time access control for your team members.

Why manage sub-account transfer permissions?

It lets you maintain control over sub-account management, prevent unauthorized changes, and ensure only designated team members can oversee account transitions.

Can regular agency users change these settings themselves?

No. Only Agency Owners have the ability to enable, disable, or adjust sub-account transfer and eject permissions.