Introduction to Sub-Accounts


Magpi allows Enterprise users to invite other Magpi accounts, of any level, to be "sub-accounts".  The proposed sub-account must accept the invitation before the sub-account relationship is established.  Once it is established, the Enterprise account is considered an "umbrella" account for the sub-account(s) associated with it.


Once a sub-account relationship is established between an Enterprise account (e.g. Umbrella1) and another account (e.g. FreeAccount1), three things happen:


1 - Umbrella1 can see all the forms created by FreeAccount1


  • All forms in the sub-account are automatically shared with the Enterprise account with dataManager role (which allows the Enterprise account to view, but not edit, form questions and to view and edit form data).
  • If the sub-account wishes to give greater or lesser privileges to the Enterprise umbrella account, it can do so on a form-by-form basis, in the Sharing tab


2 - FreeAccount1 can use upload and message credits from Umbrella1


  • When the sub-account collects data or sends messages, this will be counted against the credit balance of the Enterprise umbrella account




FreeAccount1 is NOT a Sub-Account
to Umbrella1

FreeAccount1 IS a Sub-Account

to Umbrella1 

FreeAccount1 creates
new FormA

Umbrella1 cannot see FormA

unless FreeAccount1 chooses

to share it.

FormA is auto-shared

with Umbrella1 account.

FreeAccount1 collects
data with FormA

Umbrella1 cannot see data

for FormA unless FreeAccount1

chooses to share it.


Upload credits are deducted

from FreeAccount1 account

Umbrella1 sees all data for FormA

(because it was automatically shared)


Upload credits are deducted

from Umbrella1 account




3 - Umbrella1 can tag forms as "example", in which case they will automatically appear in the dashboard for FreeAccount1




How Does an Enterprise Account Add a Sub-Account

There are two methods, both of which are performed from the Contacts page once the Enterprise user has logged in. Both methods will result in the invited sub-accounts receiving an invitation email.  If they do not accept the invitation, the sub-account relationship will not be established.



Method 1: Bulk-Invite Sub-Accounts

If the Enterprise account has many sub-accounts it would like to invite, it can enter the account email for each of the desired sub-accounts in the invitation box below the contact list:


Using this method, any of the invited emails that is not yet a contact will be added to the contact list.  Additional information (like name, phone number, etc) can be added by editing the contacts one-at-a-time.


Method 2: Add Single Sub-Account with Additional Information


If you want to add a single sub-account, and would like to include additional information (like name or phone number) you can click the New button at the top of the contact list.  A blank contact form will be presented, including a checkbox for Sub-Account.







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