Multiple Managers sharing subaccounts

  • Resolved caliam

    (@caliam)


    1 year ago

    I have a corporate customer with 50 locations. Their 4 corporate directors want to place orders occasionally for those locations. I see a similar topic in the forum but you contacted them offline about a possible solution. Can you provide the same to me?

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  • Plugin Author mediaticus

    (@mediaticus)

    Hi @caliam,

    Thank you for reaching out.

    If you want to allow a master account to place orders on behalf of subaccounts that are under different Managers, a possible solution would be to install the Supervisor Add-On and add a Supervisor account on top of the 4 directors (Managers). The 4 Managers should then be provided with access to the same Supervisor account (same credentials).

    Given the below example:

    • Master Account (Supervisor)
      • — Director 1 (Manager)
        • —— Subaccount A
        • —— Subaccount B
      • — Director 2 (Manager)
        • —— Subaccount C
        • —— Subaccount D

    By logging in as a Supervisor account, each of the four directors can switch to all subaccounts, even those located under different Managers.

    In the example above, Director 1 would log in as the Master Account (Supervisor) and could then switch to both Subaccount A and Subaccount C.

    Please notice that the Supervisor Add-On installs on top of Subaccounts Pro.

    Hope this helps.

    Plugin Author mediaticus

    (@mediaticus)

    We haven’t heard from you in a while so I’m going to go ahead and mark this thread as resolved.

    If you have any other questions about the plugin, please start a new thread.

Viewing 2 replies - 1 through 2 (of 2 total)
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