Multi-Account Management
Manage multiple sub-accounts under a main customer account.
Important: Roles & Groups require an add-on
You can create and manage sublogins with the base Sublogin module.
If you want to define roles, assign granular permissions, and use hierarchical groups/teams, you must install the Roles & Permissions Add-On:
- Add-On:
mageb2b/sublogin-role(MageB2B_SubloginRole) - Docs: Roles & Permissions
Overview
Main account holders can create and manage sub-accounts for their organization.
Features
| Feature | Description |
|---|---|
| Create Sub-Accounts | Add users under main account |
| Manage Permissions | Control what users can do (requires Roles & Permissions add-on for role-based permissions) |
| View Activity | Monitor sub-account actions |
| Deactivate Users | Suspend access |
Account Hierarchy
Main Account (Company Admin)
├── Sub-Account 1 (Purchaser)
├── Sub-Account 2 (Approver)
├── Sub-Account 3 (Viewer)
└── Sub-Account 4 (Finance)
Creating Sub-Accounts
- Login as main account
- Go to "My Sub-Accounts"
- Click "Create New"
- Enter user details
- Assign role/permissions (requires Roles & Permissions add-on)
- Save
Sub-Account Settings
| Setting | Description |
|---|---|
| Name | User's full name |
| Login email | |
| Role | Permission role (requires Roles & Permissions add-on) |
| Active | Enable/disable |
| Department / Group | Optional grouping (requires Roles & Permissions add-on for hierarchical groups) |