# Accounts

The **Accounts** section provides access to all accounts you own, as well as accounts you've been invited and accepted
to manage as a role-based user.

> - You can view, create, and access additional accounts, referred to as sub-accounts or multi-accounts.
> - You can also view, access, or leave any managed accounts you've been invited to.

![Accounts tab.](../_images/fig1.png)


**Fig. 1.** Accounts tab.



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## Create Multi-Accounts

You can create additional accounts from the **Accounts** section. These are known as sub-accounts or multi-accounts.
Each functions independently from your main account and includes its own services, orders, and invoices. While these
accounts provide the same features as your main account, they do not require a separate login. Access is managed through
your main (parent) account using your primary credentials.

To create a new sub-account, follow these steps:

### Step 1: Select Create New

In the **Accounts** tab, select the **Create New** button in the top-right corner.

![Create New Account Button.](../_images/fig32.png)


**Fig. 2.** Create New Account

### Step 2: Enter Account Details

Fill in the required fields. If you are creating a business account, provide the business name, contact email, address,
and other relevant information.

After entering all required information, click **Create**.

Note

To create a personal account instead of a business account, turn off the **Business account** toggle.

![Account creation form.](../_images/fig42.png)


**Fig. 3.** Account creation form

### Step 3: View and Access the Multi-Accounts

Once submitted, the new account will appear in the **Accounts** section as an **Owned** account type labeled **Owned**.
You can access it from this page or by using the account switcher in the top-right corner.

![Completed form.](../_images/fig51.png)


**Fig. 4.** Multi-Accounts List.



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## Switch Between Accounts

If you manage multiple accounts, you can easily switch between them using the account switcher located in the top-right
corner of the interface.

> - The switcher displays a list of recently accessed accounts for quick access.
> - If the account you want is not visible in the recent list, select **All accounts** from the dropdown. Then, locate the account by type, such as **Owned** or **Managed**, and select **Sign In**.

Note

Use the account switcher to navigate between your main account, owned multi-accounts, and accounts you've been invited
to manage. Switching does not require logging out. All features remain available based on your assigned role in each
account.

To switch accounts:

> 1. Select the account switcher button in the top-right corner.
> 2. In the dropdown list, find the account you want to access and select the title name to sign in.

![Account selection dropdown for switching between accounts.](../_images/fig21.png)


**Fig. 5.** Account selection dropdown for switching between accounts.



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## Edit Account Title

You can modify the title of your accounts as needed by following these steps:

### Step 1: Open the Edit Menu

> 1. In the **Accounts** tab under **Account Settings**, locate the account you want to edit.
> 2. Select the ![actions](../_images/three_dots_action_button.png) button and choose **Edit**.

![Actions Button.](../_images/fig6.png)


**Fig. 6.** Actions Button.

### Step 2: Edit the Account Name

> 1. In the edit menu, change the account title as needed.
> 2. Select **Submit** to save your changes.

![Edit Account Name.](../_images/fig7.png)


**Fig. 7.** Edit Account.



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## Leave Managed Account

If you've accepted an invitation to manage someone else's account, you can leave that account at any time. This option
is useful when access is no longer needed or your assigned role is no longer required.

Warning

If you registered directly from the invitation as a role-based user, your account was created solely to manage the
invited account and does not exist independently. If you leave the managed account, your access is removed immediately,
and your user account will also be deleted. You will no longer be able to sign in unless you have a separate owner
account.

Important

Leaving a managed account will **permanently** revoke your access. To regain access, you must be re-invited by the
account owner.

To leave a managed account, follow the steps below.

### Step 1: Open Leave Managed Account

> 1. In the **Accounts** tab under **Account Settings**, locate the managed account you want to leave.
> 2. Select the ![actions](../_images/three_dots_action_button.png) button next to the account and choose **Leave**.

![Leave action.](../_images/fig9.png)


**Fig. 8.** Selecting the leave option.

### Step 2: Confirm Leave Managed Account

In the confirmation window, select **Confirm** to leave the account permanently.

![Confirm leave.](../_images/fig10.png)


**Fig. 9.** Confirmation dialog for leaving a managed account.



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## Additional Information

**User Details**

Learn how users can update their name, contact email, and password.

[User Details](user-details.html#user-panel-account-user-details)

**Account Details**

Learn how to manage company identity, contact information, and address.

[Account Details](account-details.html#user-panel-account-details)

**Security**

Learn how to enable Two-Factor Authentication (2FA) for user accounts.

[Security](two-factor-auth.html#user-panel-2fa)

**Notifications**

Learn how to configure notifications, set role-based recipients, and add custom email addresses for account alerts.

[Notifications](notifications.html#user-panel-notifications)

**Users**

Learn about user roles, how to invite team members, assign access levels, and manage users.

[Users](adding-new-roles.html#user-panel-roles)

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