Introduction to Parent and Child Account
Parent accounts have administrative privileges and can manage multiple child accounts. They can manage settings and permissions, such as impersonation or inheriting payment details. Child accounts are essentially sub-accounts of a parent profile. When one client is designated as a child of another, it gains certain functionalities and permissions under the supervision of the parent account. One notable feature is the option for child accounts to inherit and utilise the parent’s saved payment details. Parents can impersonate their children, but this can be disabled by the child.Only staff can establish parent-child relations.
Managing Parent & Child Accounts in Upmind
Adding a Child Account
As a parent, you have the authority to oversee and manage multiple child accounts. Follow these steps to add and manage your child’s accounts effectively:Access and choosing the Child Account
- Go to a Client’s profile.
- Click on the three-dot menu.
- Select Attach Child Account from the options.
- Select the specific account you want to designate as a child account.
Managing the Relationship
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Decide on the relationship settings:
- Allow Impersonation: Grant the parent account the ability to impersonate the child’s account.
- Inherit Payment Details: Enable the child’s account to use payment methods saved by the parent, with restrictions on modification (they can’t modify or delete).
- Click Save to confirm your settings.
Viewing Your Child Accounts
Check all linked child accounts by navigating to your profile from Accounts > Child Accounts.
Removing a Child Account
To detach a child account, locate it under your profile’s Child Accounts section and click on Detach.
Linking to a Parent Account
If you want a child account to link to a parent account, follow a process similar to adding a child account:- Access the three-dot menu next to the account you wish to link, then select Link to a Parent. Choose the parent account from the options provided.
- Manage the relationship settings and save your changes.
Client panel on Parent & Child Accounts in Upmind
This section explains how parent and child accounts appear and function from the client’s perspective. As a parent account in the client panel, you can:- Manage Relationships
- Log in as a Child Account
- Detach Child Accounts
