You can create subaccounts under your main accounts, which will enable you to manage select devices in your organization or in one of your customers' organizations in a separate account. Using hierarchical account management, you can limit device access to specific users.


When you create a user at a subaccount level, that user will be able to see and manage only devices in their subaccount (and the hierarchy beneath it, if any).


To create a subaccount, follow these steps:


  1. Make sure that you are logged in to the account to which you want to add a subaccount. (See Switching Accounts if you need to change the parent account.)
     
  2. Click  in the left sidebar menu.
     
  3. Click Accounts on the flyout menu that appears.
     
    The Accounts screen will appear and list the subaccounts of the account you are logged in to.
      
  4. Click Add New at the top right.
     
    The Add Account dialog box will be displayed.
      
  5. Type the account name in the Account Name field.
     
  6. To make the subaccount a different subscription, follow these steps:
     
    1. Select the Enterprise Account toggle.
       
      This will enable the Subscription field at the bottom of the General section.
       
    2. Click the Subscription drop-down arrow and select the subscription level. (For example, choose DM Adv for device-management functionality.)
       
      Other fields will be added as well, as shown in steps 9 and 14.
       
  7. Leave the Account Status field at its default value of Enabled.
    Note: You can disable an account to prevent its use (for example, if your customers have ceased payment), but this won't likely be the case when you are adding a new one.
    The Parent field will be grayed out. You can't change this as the subaccount is automatically added to the account you are logged in to (refer to step 1).
     
    The Solomon ID field is for your Oracle ID, and Reference ERP ID is for any enterprise resource planning (ERP) software key.
     
  8. If these are applicable to the subaccount, type them in their respective fields.
     
    If you selected Enterprise Account, under Settings, you will see Need API Access radio buttons.
      
  9. Click Yes or No.
     
    The Application field will be prepopulated with these selections:
     
    • CTC Admin: Grants the subaccount's users access to the CTC Admin user interface.
       
    • DM Admin: Enables device management for the subaccount.
       
    • Connect API Docs: Provides necessary API access for backend processes.
       
  10. Keep these selected.

    You can also click the Application drop-down arrow and add other modules that are necessary for the subaccount.
     
  11. Click the Unit of Measure drop-down arrow and select the unit of measure to use for the subaccount.
     
  12. Click the Time Zone drop-down arrow and select the primary time zone for the subaccount.
     
  13. If necessary, select Enable Auto Asset Creation and Enable Auto Asset Association to have CTC automatically create an asset when an installed device detects a vehicle and automatically associate it with that vehicle in the software.
     
    If you selected Enterprise Account, a User Info area will appear under the Settings section.
      
  14. Optionally, you can add a user to the subaccount by providing their first and last names, email address, and phone number. (For an international number, select the  drop-down arrow and choose the location.)
    Note: This is optional now because you can add users later.
    Click Add to the right of User Info to add more users (and fill in their contact information).
     
  15. Click Done.


After the subaccount is created, you can navigate to it using the steps in Switching Accounts and create users under that account with the required roles.