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How does your account structure work, what is sub-accounts and how to create them.
At EasyTranslate, we provide one account per client, which serves as an umbrella account for all sub accounts. Sub accounts can represent different departments and/or stakeholders. In other words, the account structure enables you to have more flexibility, and to adapt your account so that it is in line with your own organisational structure. Within your account, you can add as many sub accounts as you wish. In addition, each account and sub-account has its own translation team, billing method, projects and price list - these are not shared across accounts.
- What is the “Account Structure” for?
The account structure section that you can find in Settings > Account > Account structure is where you create and get the overview of your structure design, you can see your team names, who is in charge of each team and the account linked to it.
Note that every person that is a part of a client account and/or sub account is considered a User. Different settings and accesses can be set in Settings > Account > Users & Permissions for each Account, Sub-account and User.
- How do you create a sub-account?
To create a new sub-account, you can click on the “Create Account” button that is located on the top right side. Once you click on it, a form will appear.
In order to successfully create a new sub account, you have to invite a user to be in charge of it, the following details are required:
- First Name
The first name of the invited user in charge of the sub-account
- Last Name
The last name of the invited user in charge of the sub-account
- Email address
The email address of the user you wish to invite. This field needs to be unique, it is not possible to have the same email for multiple users.
- Department / sister company
This field will be the name of the sub-account. This field needs to be unique, it therefore cannot have the same name as your account name or any other sub-accounts already created on your account.
- Team Identifier
This field needs to be unique as it will be used to build the subdomain URL for the newly created sub-account. For example, if a user with the company name Acme A/s creates a new account, their subdomain would most likely be acme-as.platform.easytranslate.com. The team identifier value of the sub-account would be used as a unique prefix to differentiate the created account from the sub-account. Another example would be if the team identifier provided is “dk” or “marketing”, the sub-accounts would be :
- dk-acme-as.platform.easytranslate.com
- Marketing-acme-as.platform.easytranslate.com
The team identifier value can use lower case letters, numbers, dashes (-) but cannot start or end with a dash (-).
After the form is submitted, the invited user will receive an email invitation to complete their registration and be able to use the sub-account platform. The account creation will be finalised once the invited user has set up their account, you can see the invitation status in Settings > Account > Users & Permissions. The invited user is now the Team admin of the sub account, and is able to invite new users using the email invitation located in Settings > Account > Users & Permissions.
Please note that sub-accounts cannot have sub-accounts.
- Can I put my information to be in charge of a sub-account?
Unfortunately, as you already have a user account assigned to an account, it is not possible to create a sub-account with your profile information.
- Can I delete a sub-account ?
It is currently not possible to delete a sub-account.
- Inviting a user as part of a primary account or sub-account
Each team admin of an account, or sub-account, has the ability to invite new users to their company platform, to do so, you need to click on the button “invite new user” located in Settings > Account > Users & Permissions or by creating a sub-account. The invitation process only requires the email that belongs to the user, as long as it is not already in use.
There are two different flows, depending on whether the email exists on the platform or not:
- The email already has a user linked to it and is invited to the platform
In this case, the flow is very simple. The only action that is required by the user is to accept the invitation. After that, they are set up and ready to use the account or sub-account platform.
- The email does not exist on the platform
After the email is received, the email owner will be redirected to a simple registration form to create a user account. When the form has been submitted successfully, the user will be able to use the account or sub account platform.