<aside> 🚨 We have released a new version of the sub-account, if you have any questions regarding this feature, or if your previously created sub-accounts are not working, please contact us. Thank you!

</aside>

When you want your partners or subordinates to help manage or reply to your chat links, you can add them as sub-accounts, giving them permission to reply to messages, edit links, and view data analysis, and they don't have to register a new account.

<aside> 💡 You can easily observe all the chat logs via our dashboard. All the chat data are also stored in your main account! You don’t need to worry that the service delivery process would be out of control. 🙂

</aside>

The full steps will include three parts:

• How to add sub-accounts under your account
• How to assign sub-accounts to a link
• How the sub-account can see the chat links it has been assigned

How to add sub-accounts under your account

<aside> 📍 Go to Setting → Sub-account to add new sub-accounts

</aside>

Before assigning sub-accounts to a link, you will need to add sub-accounts to your account on this page first.

1. Add Sub-accounts

   

2. Fill in the sub-account info

   

   • Name
   • Account
     • The account will be used to let this sub-account log in
   • Password
     • The password will be used to let this sub-account log in
   • Notification Settings
     • Email notification
       • The sub-account can receive new message notification emails from this email
     • SMS notification
       • The sub-account can receive new message notification SMSs from this phone number
     • Turn off notification
       • No email or SMS notifications will be sent to the sub-account
       • If you select this option, make sure your sub-account has downloaded the PinChat app so they can still receive notifications from the app.

3. Manage the sub-accounts

   If you need to edit info or delete the sub-accounts, you can do so by clicking on the action buttons on the right-hand side of each sub-account.

   

   <aside> 💡 In the Edit sheet, the password is not required when you save the changes. Only when you want to update the password, you can fill in the new password in the Update password field and save it.

   

   </aside>

How to assign sub-accounts to a link

<aside> ⚠️ Remember to add sub-accounts under your account first before assigning the sub-accounts to a link.

</aside>