🚪 How to open a linked account and go back to the parent account

A parent account administrator can enter any linked account to work in it, even without being a user of that account. 🚪

➡️ How to open a linked account

1. In the Overview click Open account; in Account Management click Open.
2. The application switches to the chosen account and shows a notice at the top, reminding you that you're inside another account.
3. From there you work as an administrator of that account: issue documents, view clients, change settings. ✅

This access doesn't show up in the account's user count.

🚫 When it's not possible to open

• The account is unlinked. The button appears disabled, with the message "Link the account to open it".
• The account is suspended.
• The account is cancelled.

⬅️ How to go back to the parent account

1. Inside the linked account, open the account list in the side menu.
2. Click Back to parent account. ✅

If the linked account is blocked (for example, with an expired subscription), the lock screen also shows Back to parent account.

When you return to the Enterprise pages, the temporary access to the linked account ends automatically.

💬 Frequently asked questions

❓ Do I need to be a user of the linked account to open it?

No. A parent account administrator can enter any linked account, even without being a user of that account.

❓ Does this access count as a user of the linked account?

No. This access doesn't show up in the account's user count.

❓ Why is the Open button disabled?

The account is unlinked, suspended or cancelled. Link it again or check its status.

❓ How do I know I'm inside another account?

The application shows a notice at the top, reminding you that you're inside another account.