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
Go to the Administration app
Navigate to the Accounts tab
Click Create account
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
Connected accounts (read more about connected accounts below)
Click Confirm to create an account and send activation e-mail
Note: you need to be logged into the account you want to create a sub-account for.
Edit account details
Log into Trackunit Manager
Go to the Administration app
Navigate to the Accounts tab
Find the account in the list and click Edit
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
Connected accounts (read more about connected accounts below)
Click Confirm to save your changes
From the list of your sub-accounts, you can also log into each account if needed.
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
Go to the Administration app
Navigate to the Accounts tab
Find the account in the list and click Edit
At the bottom of the pop-up dialog, click the Connected accounts dropdown and choose account/s you want to create a connection with
The selected accounts will show up in the recipient field when sharing asset visibility or transferring ownership.
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).
Go to the Administration app
Navigate to the Accounts tab
See the two tabs to the right → Connected accounts and Partners
Note: The top level account will not be seeing 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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