What are Parent & Child Accounts and how do they work in Upmind

In Upmind, you can now set up parent and child accounts. This system is particularly useful for businesses, especially if you need to control and manage multiple accounts under a single umbrella.

Last updated 2 days ago

Introduction to Parent and Child Account

Parent accounts have administrative privileges and can manage multiple child accounts. They can do 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 utilize 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

  1. Go to a Client’s profile.

  2. Click on the three-dot menu.

  3. Select Attach Child Account from the options.

Attach Child Account

  1. Select the specific account you want to designate as a child account.

Managing the Relationship

  1. 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).

  2. Click Save to confirm your settings.

Manage Child Account relationship

Viewing Your Child Accounts

Check all linked child accounts by navigating to your profile from Accounts > Child Accounts.

View Child Accounts

Removing a Child Account

To detach a child account, locate it under your profile's Child Accounts section and click on Detach.

Detach Child Account

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:

  1. 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.

Link to a Parent

  1. Manage the relationship settings and save your changes.

Manage Parent Account relationship

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

Parent Account in Client Panel

For child accounts, the client panel experience remains similar to a standard Upmind account.