Whether you are an agency, or you just want to keep your brands separately, sub-accounts will be something you'd want to use. You can create sub-accounts for different brands, clients, and split your monthly interactions between them.
Check out this video to learn more, or check the written text below.
Sub-accounts structure
Sub-accounts fit right into the already available account structure that Spott had. So if you've worked with multiple accounts before, this workflow will come familiar to you.
Sub-accounts differ from main accounts in a way that they have an allocated amount of interactions given by the main account. Other than that; all content, settings, dashboards,... behave like a regular account.
When allocating your monthly interactions to one of your sub-accounts, it's good to know that all consumptions will be reserved for that sub-account only and can not be used by other accounts.
For example, if you get 10.000 monthly interactions, you can divide these interactions over your main and sub-accounts. Once a sub-account passes its allocated interactions, you can choose what to do: stop showing interactivity or go over the limit.
Setting up a sub-account
Setting up a new sub-account is easy and quick to do. Only 3 simple actions are needed.
1. Go to the sub-accounts settings
Open the account dropdown in the top right corner and click "Sub-accounts", you will be redirected to the page where you can manage settings related to your sub-accounts.
This tab can only be accessed when you're inside the main account.
If you can't see this tab, please check if sub-accounts are included in your plan.
2. Create a new sub-account
You will now land on a page with a list of your main and sub-accounts. Simply click "+ Create". After this, you will be asked to enter the name of the sub-account. If you're an agency, this will most likely be the brand you are using Spott for.
3. Allocate interactions
When you've set up one or more sub-accounts, it has 0 interactions by default. To start using the account, you must allocate a number of interactions to this sub-account. The allocation that you set here, will reset each month. Simply click "Set allocation" to continue.
In the next screen, you can allocate interactions in increments of 500 and decide what would happen when the interaction limit is reached. Either you can let the client go over the limit, or we'll stop showing interactivity on media.
Switching accounts
When you have multiple main or sub-accounts, all your content and account settings are divided and stored separately in multiple environments. You can switch between these environments by clicking on the top-right menu, and clicking "Switch company".
Here you can select the main or sub-account you want to go to by clicking the "Switch".
Other
How can I remove a sub-account?
You can remove a sub-account by switching to the sub-account that you want to remove.
From there on, go to Account settings -> Advanced -> Account removal.
Or follow this link directly: https://app.spott.ai/settings/company/advanced/delete
Click Delete account, after this you will return to your main account.
Before clicking the button, make sure to double-check you are in the right account!
Once an account is removed, all the data is lost forever.
Can I link a different CNAME and Social Media accounts to sub-accounts?
Yes! Setting up a sub-account is like creating a separate environment. Meaning all your settings are related to CNAME, Social Media, user management,... are separated from each other.
How can I see which sub-account has used the most interactions?
You can see all the spent interactions by going to the "Consumption" tab. There is a dedicated tab for "Sub-accounts".
What subscription will my main account receive?
The sub-account will take whatever license the main account has. So if you have a Professional license, your sub-account will also get a Professional license.
If you were to upgrade your account to a Business license, your sub-accounts will also be upgraded.
How do I add a person to a specific sub-account?
When adding colleagues or clients to accounts, they will only get permission to the account you add them to. This counts both for the main account and sub-accounts.
Where can I find settings related to sub-accounts?
Account settings can be edited by switching accounts and editing the account settings from inside the sub-account.
If you want to change the allocation of interactions, go to your main account and edit it in Sub-account settings. Check out this segment to see a step-by-step guide on how to allocate interactions to sub-accounts.