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How do I create and manage sub-accounts in Trackunit Manager?
How do I create and manage sub-accounts in Trackunit Manager?

Get a better overview of your organization by dividing it up into smaller, more manageable units within your account hierarchy.

Updated over a week ago

With sub-accounts it becomes easier to structure and manage the organization as a whole.

How do I create a sub-account?

Log into Trackunit Manager

  1. Go to the Administration app

  2. Navigate to the Accounts tab

  3. Click Create account

  4. In the pop-up dialog, fill out details about the account:

    • External Reference (if applicable)

    • Name *required – this will be a visible account name

    • Email *required – the account activation link will be sent to this email

    • Street, Post Code, City

    • Country *required

    • Phone number

    • Language *required - this will determine the language of the activation email

    • Connected accounts (read more about connected accounts below)

  5. Click Confirm to create an account and send activation email

Note: you need to be logged into the account you want to create a sub-account for.

create sub-account.png


Edit account details

Log into Trackunit Manager

  1. Go to the Administration app

  2. Navigate to the Accounts tab

  3. Find the account in the list, click the three dots and select Edit

  4. In the pop-up dialog, edit the details about the user:

    • External Reference

    • Name *required

    • Email *required

    • Street, Post Code, City

    • Country *required

    • Phone number

    • Language *required

    • Connected accounts (read more about connected accounts below)

  5. Click Confirm to save your changes

From the list of your sub-accounts, you can also log into each account if needed.

Delete sub-accounts

When organizational changes occur, it's often necessary to review and clean up the account hierarchy.

Note: To prevent accidental loss of data, account deletion can only occur under specific conditions.

You can only delete sub-accounts directly under the account you are currently logged into, and only if all of the following conditions are met:

  • The sub-account has no additional sub-accounts under it.

  • The sub-account does not own any assets.

  • The sub-account does not have visibility to assets owned by another account.

Log into Trackunit Manager

  1. Go to the Administration app

  2. Navigate to the Accounts tab

  3. Find the account in the list, click on the three dots and select Delete

  4. To confirm account deletion, you are asked to type the name of the sub-account you wish to delete. The Delete button will only become active if the text input matches the name of the account exactly (including capital letters)

  5. Click Delete to delete the sub-account

Create a connection between two accounts within the hierarchy

Account structure in Trackunit Manager follows the classical downwards tree hierarchy. It starts with one top level account under which all accounts are created.

The structure of the accounts and their individual branches affect how these accounts can interact with each other.

For example, Share & Transfer feature only allows allocating assets downwards the hierarchy.

Log into Trackunit Manager

  1. Go to the Administration app

  2. Navigate to the Accounts tab

  3. Find the account in the list and click Edit

  4. At the bottom of the pop-up dialog, click the Connected accounts dropdown and choose the accounts you want to create a connection with

    1. The selected accounts will show up in the recipient field when sharing asset visibility or transferring ownership.

  5. Click Confirm to save your changes

Note: You will only have visibility of accounts directly above yours. To connect with an adjacent account, you'll need assistance from Customer Support.

You can reach out to our Customer Support team, by opening the Messenger in the lower left corner of this page, and clicking on "Messages" --> "Send us a message".

Can I see all of my connections within the hierarchy?

You can see the connections you have with other accounts within your own organisation (connected accounts), and the accounts that are outside of your organisation (partners).

  1. Go to the Administration app

  2. Navigate to the Accounts tab

  3. See the two tabs to the right → Connected accounts and Partners

Note: The top level account will not be seeing the Connected accounts tab in their overview, as that account is connected to the whole hierarchy, thus making that list identical to the Accounts list.


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