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.