How to create a sub-account on systeme.io

Managing multiple projects or clients from a single systeme.io account can quickly become confusing. Fortunately, systeme.io offers a simple yet powerful solution: sub-accounts.

You can create an unlimited number of sub-accounts, even with a free plan.

To help you get started, this article will show you how to create a sub-account on systeme.io.

IMPORTANT: Each sub-account comes with the same resource limits as your main account, depending on your current plan.

So, if you're on the Startup plan with a limit of 10 sales funnels, your main account and your sub-accounts can each create up to 10 funnels.

This also applies to other resources, such as courses, contacts, emails, tags, and more.

How to create a sub-account on Systeme.io

1. From the dashboard, click on your profile picture in the top right corner, then select Sub-accounts (1).

2. Click on the Create (3) button at the top right.

A popup window will appear where you need to enter the following information:

Name (3): Assign a name to your sub-account (required).
Subdomain (4): Customize the sub-account by assigning a subdomain, which allows you to access the account (example: project-1.systeme.io).

Once finished, click on Save (5).

4. After saving the sub-account, a message stating Sub-account has been successfully created will appear at the top of the screen.

Locate the sub-account, click on the three small dots on the right, then select Log in to sub-account (6) to start using it.

You can verify that you are logged into the sub-account by checking the name of the sub-account that appears after clicking on the profile picture.

You can change the name of the sub-account by clicking on the Settings (7), or delete your sub-account by clicking on Delete (8).

Notes:

1. You benefit from distinct statistics for each sub-account, allowing for precise analysis of the activity of each project.

2. From the main account, you keep an overall view and can easily manage all your sub-accounts.

3. Each sub-account can be linked to one of the different available payment gateways, which is ideal for managing multiple brands, clients, or entities independently.

FAQ:

Question 1: Can I give an assistant or customer access to a specific sub-account?
Answer 1: Yes, you can add an assistant or customer to a sub-account's workspace so that they can access it and collaborate with you.

This assistant can be a member of your team, an external provider, or even a customer if you wish to give them direct access to their dedicated space.

Steps to invite an assistant to a sub-account:

Log in to your sub-account: From your main account, go to Sub-accounts, then click on Log in to sub-account next to the relevant sub-account.
Access the workspace settings of the sub-account: Once in the sub-account, navigate to Settings and then select the Workspace Members section.
Invite your assistant: Click on Invite new assistant, enter their email address, and then select the desired access level: Assistant or administrator.
Confirm the invitation: The assistant will receive an email containing an invitation link to access the sub-account.

For more details, you can check out our complete guide: How to invite an assistant to your systeme.io account.

Question 2: Is there a limit to the number of sub-accounts allowed on our plans?
Answer 2: No, there is no limit. You can create an unlimited number of sub-accounts, whether you have a free or paid account.
Question 3: Is it possible to share content between the main account and its sub-accounts (or between sub-accounts)?
Answer 3: Yes, you can share content from one account or sub-account to another using the sharing option provided by Systeme.io.

You can share various elements, such as sales funnels, newsletters, email campaigns, courses, and custom blocks.

For more information, please refer to the following help pages:

Question 4: Is it possible to change the subdomain of a sub-account?
Answer 4: Yes, you can modify the subdomain of a sub-account.

To do this, simply access the relevant sub-account, then go to the Settings section, under the Custom Domains tab. From there, you can modify the systeme.io subdomain.

For more details, you can check out our article: How to modify the systeme.io subdomain