View Subaccounts
You can view the created sub-accounts list. You can view the details and status of all the sub-accounts associated with your Parent Account. Also, you have the option to search and filter the sub-account with the name and the status of the sub-accounts. You can manage (edit, track, or suspend) sub-accounts based on your requirements.
To view the sub-accounts, perform the following steps:
- Sign in to your Kaleyra.io account.
- On the left menu bar, scroll down and click Subaccounts.
The Manage Subaccounts page appears with the list of all the sub-accounts available in your Parent Account.
- You can filter the sub-account in one of the following ways:
- Search - In the Search field, enter the sub-account name, and then press ENTER. The sub-account based on the search entry appears.
- Status - Click the arrow next to Status. Select one of the options from the following list:
- Invited - When a sub-account is created but the user has not reset the password (if the Send an invitation email to the subaccount is selected while creating the sub-account).
- Active - When a sub-account is created with the following scenarios:
- If an invitation email is sent to a sub-account user, once the sub-account user resets the password on Kaleyra.io, then the status gets updated from Invited to Active.
- If an invitation email is not sent to a sub-account user, as soon as the account is created, the status is Active.
- Suspended - When a sub-account is suspended by you in the Kaleyra.io sub-account module or by the Kaleyra Support team.
- Deleted - When the sub-account is deleted by the Kaleyra Support team based on your requests.
- You can view the following account details:
- Subaccount Name - Name of the sub-account user.
- Subaccount Email - Email address of the sub-account user.
- Channels - Channels enabled for the sub-account user.
- Credit Type - The credit usage assigned to the sub-account, Assign Budget, or Shared Usage.
- Balance/Usage:
- Balance—Applicable for sub-accounts on Assign Budget, the balance available to the sub-account user.
- Usage—Applicable for sub-accounts on Shared Usage, the amount consumed so far in the billing period by the sub-account user.
- Low Balance/Limit:
- Low Balance—Applicable for sub-accounts on Assign Budget, the threshold amount set for the sub-account user (it appears when the Send me an alert notification if the balance is low checkbox is selected while adding or editing the sub-account details).
- Limit—Applicable for sub-accounts on Shared Usage, the usage limit set for sub-account users.
- Status - The current status of the sub-account. It can be one of the following:
- Invited
- Active
- Suspended
- Deleted
- You can perform the following:
- Recharge a Subaccount - For more information, see Recharge Subaccount.
- Access a Subaccount - For more information, see Access Subaccount.
- Edit a Subaccount - For more information, see Edit Subaccount.
- Suspend a Subaccount - For more information, see Suspend Subaccount.
Updated 10 months ago