The Sub-Account product provides you with more control over your portfolio of accounts, easily and quickly. The Multi-User product allows you to include more collaborative access to your accounts.
Sub-Account and Multi-User Opt-In
During this initial release period, customers will be able to request access to the Sub-Accounts and Multi-User features by navigating to the Features page under Preferences when you have logged into your account.
Once you request access to the Sub-Account and/or Multi-User features, your account will be reviewed during this initial release period - a process that may take up to a week depending on volume. You will be able to see the status of your request on your account in the Features Page under Preferences.
Once your access has been approved, you will see an Advanced Settings tab appear in the menu options of the account view and a header with a dropdown for account selection if you elect to enable Sub-Accounts. Once you have these UI elements enabled, you can then access the new Sub-Account and/or Multi-User features available on your account and begin working with the new products.
Sub-Account Getting Started Guide
Below you can find some steps to get you started when exploring your new features.
Viewing Sub-Accounts and Switching Between Accounts
When your account has access to the Sub-Account Feature, you will see a new User Interface element. Your blue header bar to the right of the Flowroute logo now contains two parts. The first part is the name of the account you currently have active in your view. The second part is the new account selection bar.
If you have no Sub-Accounts configured, the account selector will encourage you to “Create a Sub-Account”; clicking on this button will take you to the Advanced Settings page.
If you have Sub-Accounts configured, the account selector will allow you to switch easily between your accounts. There are several dropdown options, which include “All Accounts,” the primary account (bold text), and the sub accounts. The account selector allows you to filter the list by entering a Company (or Company Alias).
All Accounts Summary View
The account selector provides additional functionality in that it can display cumulative information across all linked accounts (primary + sub accounts). Examples of how to use this functionality include viewing a Consolidated Billing Statement, billing information across accounts, all Active SIP Registrations, Port Orders, Active DID counts, etc.
Linking Existing Accounts
How to convert existing independent Flowroute accounts into Sub-Accounts under a main account:
Enter the Advanced Settings on the left-hand menu bar.
The Account Management page loads. Click on the “Link Account” button.
Fill in the form with the Flowroute account Tech Prefix and Email, read the acknowledgements, and submit the form.
Check the email account of the account owner for the merging Sub-Account. Confirm the account link action via the verification email message.
The account is now linked as a Sub-Account.
Creating New Sub-Accounts
How to create new accounts from the main account to automatically link as Sub-Accounts:
Enter the Advanced Settings on the left-hand menu bar.
The Account Management page loads. Click on the “Add new Account” button.
Fill in the form with the customer information for the new account and submit the form.
Check the email specified for an activation link.
Multi-User Getting Started Guide
Create a New User
In advanced settings, select “User Management” on the top header in gray.
You will see the option to “Add New User”.
Fill out the form and make sure you give them access to the account.
The user will need to verify their account information via an email link.
Save the form.
The Four User Types
1. Principal User
Principal Users have access to the Advanced Settings Menu to configure the Sub-Account and Multi-User Features. A Principal User can link existing accounts as Sub-Accounts to the current account, create additional new Sub-Accounts, add additional Users to the parent account or child account, and configure access Roles for additional Users. In addition, adding a Sub-Account gives access to the Summary view across multiple accounts that contains summary information about all linked accounts. A Principal user has the permission to add or remove the link between accounts and create new users and grant or revoke their access. These actions are not reviewed by Flowroute staff and happen immediately although some steps are subject to additional security by requiring email verification.
This user is permitted access to any user account below as the default.
User Permissions (Advanced Settings)
Configuration of Sub-Account/Multi-User features
Link accounts as Sub-Accounts
Create new Sub-Accounts
Add Users Roles
Sub-Account Overview Details
2. Power User
Power Users have access to view the new Summary view across all accounts for which they have permissions. In addition, Power Users can update all resources on a Flowroute account.
User Permissions:
Permitted Sub-Account Overview Details
Update All Resources on Account
3. General User
This user type has access to view an account's Billing information and CDR Reports. The user is able to update configurations under the Interconnection settings, and Manage DID actions. The restrictions of the user limit more critical areas of the account’s configuration. It is unable to update the customer or billing information. The role does not have permission to add funds to the account balance. It is also restricted from making Account Feature changes, and modifying API Keys.
4. Revoked User
When a Principal User deactivates a User’s Role on their account, they are moved to a Revoked state. This change is not permanent and can be reversed by a Principal User to another state. While deactivated, the user profile retains all roles previously assigned. If activated again, the roles assigned at the time of deactivation will be restored.