Real-Time Manager allows you to create separate accounts, called Clients, for each of the affiliates in the Groups accounts of your company.
You can manage the group’s accounts independently, with different Account owners, to streamline your day-to-day processes even further.
You need to be an Account owner or have the View client list and Change clients permissions to add clients to your account.
The Clients feature is only available for accounts of the Group type.
Client accountsSection titled Client accounts
When you click the Add client button, three sections are displayed: Main settings, Address information, and Account Owner.
Fields marked with an asterisk are required.
Main SettingsSection titled Main Settings
In this section, you can fill in the affiliate details.
Account name: name of the affiliated company; it’s the Client type account.
Company name: corporate name.
Unique identifier: unique code that identifies the legal entity of that affiliate.
Billing emails: billing email addresses.
Active Client: this button enables/disables the operation of that client.
Address InformationSection titled Address Information
In this section, you can inform the affiliate’s address information.
Country: country where the affiliate is located.
State/Region: state/region where the affiliate is located.
City: city where the affiliate is located.
Address: address where the affiliate is located.
Postal code: postal code of the affiliate.
Account OwnerSection titled Account Owner
These fields refer to the Client Owner.
First name: account owner’s name for the affiliate.
Last name: account owner’s last name for the affiliate.
Email: email address of the user who will be the Account owner of that account. The Account owner will use this email as login information.
After confirming the registration, the Account owner receives an automatic email to activate the account, which will be available for 14 days. If it isn’t activated within that period, the Account owner will be automatically removed from Real-Time Manager.