We're having issues setting subaccounts for existing users. For example, if Joe with ABC Growers is the main account holder, and he wants to add Dave from Sales (but wants us to do it from Wordpress), how we do that in B2B King?
I know there's a section either in Tools or Settings, under B2B King regarding subaccounts, but I wasn't too sure how to use that function. I couldn't find a walkthrough in the knowledge base either.
Our main goal is being able to easily list accounts we've created/already exist to specifically say 'Subaccount of ABC Growers' or something along those lines.
Please let me know if you need more context - This is one of the questions I have trouble wording.
Hello,
We're having issues setting subaccounts for existing users. For example, if Joe with ABC Growers is the main account holder, and he wants to add Dave from Sales (but wants us to do it from Wordpress), how we do that in B2B King?
I know there's a section either in Tools or Settings, under B2B King regarding subaccounts, but I wasn't too sure how to use that function. I couldn't find a walkthrough in the knowledge base either.
Our main goal is being able to easily list accounts we've created/already exist to specifically say 'Subaccount of ABC Growers' or something along those lines.
Please let me know if you need more context - This is one of the questions I have trouble wording.
Thanks, Amelia
Hi Amelia,
I think the best way to do that would indeed be using the function in Tools.
I'll try to explain the usage below:
1. I have 2 users: 'mike' and 'mikeasda'. I want to make the second a subaccount of 'mike'
2. I click on both users and I am taken to their profile page. In the link there is the user ID.
mike has the user id 28
mikeasda has the user id 73
3. I go to B2BKing -> Tools -> Bulk Editor and I enter the IDs here:
(subaccount ID in the first field, parent ID in the second field).
4. I click ' Set accounts as subaccounts of parent' and that's it. The 2 users have now been linked:
Hope that helps
Kind regards,
Stefan