Overview
We are introducing multi-account management capabilities. This enables parent organizations to manage multiple sub-accounts with greater ease, better visibility, and stronger control.
Benefits of Using Multi-Account Management
Secure handling of data separation and sensitivity
Streamlined training and content management across accounts
Simplified performance improvement and reporting
Seamless SSO support across accounts
How does it work?
Step | Action | Description | Additional notes |
1 | Navigate to the account you need | Use the quick navigation option on the user options | You will see all the accounts you can access |
2 | Make the changes/investigation in the destination account | Manage content, users, or reporting in the destination account | According to permission |
User Access and Permissions
Access to accounts is managed per user.
Admins on the parent account define which accounts each user can access
Users are assigned a role (Admin, Trainer, Course Creator, etc.)
A user may have access to one, multiple, or all accounts under the parent, with the same permission
Users with access to more than one account can switch between them using the account selector.
NOTE :
There is no separate “multi-account admin” role.
If a user has access to multiple accounts, they can navigate between those accounts.
Parent-Child navigation in the platform
Once a user has access to more than one account, they can navigate between all permitted sub-accounts.
Account switching example
Account switching
A clear indication shows which account you are currently managing
To return to the parent account, select the “Stop” option
No additional login is required when switching accounts
Copying Courses Between Accounts
Courses can be copied between accounts that belong to the same multi-account structure.
Supported copy paths
From a parent account to a sub-account
From a sub-account to the parent account
Between sub-accounts under the same parent
When copying a course
You can enter a name for the copied course
The copied course is created in Draft mode in the destination account
The original course is not affected
Limitations
Courses can only be copied within the same multi-account structure
Courses containing unsupported or deprecated tasks cannot be copied
Important Note
Each sub-account can belong to only one parent account
Removing a sub-account from its parent revokes inherited access
The parent account functions like any normal account and is counted in license usage
General Limitations
Users must have explicit access to an account to navigate to it
Per-account role differences are not supported
Users can access only the accounts they have been granted
Troubleshooting
Scenario | Expected behavior | Notes |
Parent admin can’t see a sub-account | Check role and account access | User must be explicitly granted access |
Switching accounts logs user out | Likely SSO misconfiguration | Validate SCIM settings and default company |
Q&A
Q: Are users with access to multiple accounts counted in license consumption?
A: No. Their activity is excluded.
Q: Can a parent account be used for training?
A: Yes. Parent accounts retain full functional use.
Q: Can a sub-account become a parent later?
A: No. Each sub-account can belong to only one parent.
Q: What if I manage my account with SSO?
A: Multi-account management works with SSO. Users must be routed to the parent account and granted access to the appropriate sub-accounts.