Scale to Win

Create and Manage Subaccounts for Your Dialer Organization

 I. Defining Subaccounts.

Subaccounts allow you to divide up your dialer organization. Each subaccount that you create has its own dialer admin interface, containing its own calling campaigns, settings, integrations, admins, and Do Not Call List.

You can create as many subaccounts for your dialer organization as you’d like.

You might wish to use this feature, for example, if you’re a national organization with multiple state chapters or a consulting firm working with multiple campaigns, and you’d like to have separate admins for each subaccount.

An example of a dialer organization with multiple subaccounts.

 II. Administrative User Permissions.

Only administrative users with the role of “Organization Owner” can create subaccounts for your dialer organization.

You can add “Owners” and “Admins” (the two lower administrative user tiers) individually to each of your subaccounts. Once added, Owners and Admins can access a given subaccount’s admin interface, create and manage call campaigns in the subaccount, view and edit some of its settings, and more.

You can add Owners and Admins to multiple subaccounts in your dialer organization, or just to one, if you prefer to have separate Owners and Admins in each subaccount.

(More detailed information about these user permissions can be found later in this guide. Additionally, please visit our Admin User Roles guide to learn more about each of the three administrative user roles.)

NOTE: Scale to Win will automatically make the person who was designated as your organization’s “Primary Contact” on your Get Started form an Organization Owner for your dialer organization. That person can then invite and  promote any additional personnel to be Organization Owners, as well.

 III. Subaccount Admin & Caller Interfaces.

As mentioned, each subaccount in your dialer organization has its own admin interface, which contains its own calling campaigns, settings, integrations, admins, and Do Not Call List. 

Thus, you will notice that there are few visual distinctions between the admin interface of a subaccount and the admin interface of a dialer organization that does not contain subaccounts. (The photo below shows the admin interface of an example subaccount.)

The admin interface of an example subaccount.

The URL of a subaccount that you create will be very similar to the URL of your dialer organization. If your dialer organization’s URL is organizationname.dialer.scaletowin.com, then any subaccounts you create will be of the URL format organizationname.dialer.scaletowin.com/subaccounts/… (followed by various letters and numbers).

Finally, there is no visual distinction in the caller interface when callers are dialing on a call campaign that belongs to a subaccount versus a call campaign that belongs to a dialer organization that does not contain any subaccounts. The caller interface appears the same, regardless.

 IV. How to Create Subaccounts.

A) Navigate to the “Manage Subaccounts” Page

As an Organization Owner, to create a subaccount for your dialer organization, first click on the circular, human-shaped icon in the top right corner of your dialer admin interface (marked as “1” in the photo below).

A menu will then unfurl in the top right of your screen. You should select the “Organization Settings” option from this menu (marked below as “2”).

Then, click the “Manage Subaccounts” tab on the left side of your screen (marked below as “3”).

A diagram of the three menu items to click in order to access the “Manage Subaccounts” page of your dialer organization.

B) Click “Enable Subaccounts”

Once you’ve clicked the “Manage Subaccounts” tab on the left side of your screen, you’ll see a page appear like the one pictured below, explaining what subaccounts are.

The “Manage Subaccounts” page before subaccounts have been enabled.

When you’re ready, click the “Enable Subaccounts” button. A message will appear prompting you to confirm this action (i.e., “Are you sure?”). Click “OK” to proceed.

After clicking the Enable Subaccounts button, you’ll be prompted to confirm this action. 

C) A List of Subaccounts Will Appear and Will Include Your Existing Dialer Account

Once you’ve clicked the “Enable Subaccounts” button, you will see the interface of your “Manage Subaccounts” page change. The interface will now contain a button to add a subaccount and a table where the subaccounts you create will be listed. No further action from you is needed.

The “Manage Subaccounts” page after subaccounts have been enabled.

You will notice that your existing dialer organization will automatically appear on this list (as circled in the above photo). You can think of it as your first “subaccount.” There’s no distinction between it and other subaccounts you create; there is no “main account” in your dialer organization versus a “subaccount.” Your dialer organization is simply made up of its component subaccounts, each with their own admin interface, call campaigns, and more.

D) Add a New Subaccount

To create a new subaccount, click the “+ Add Subaccount” button on this “Manage Subaccounts” page.

The “+ Add Subaccount” button on your “Manage Subaccounts” page.

A form will appear. Fill out the fields to specify what you want to name your new subaccount, what you want its default time zone to be, and what you want its default three-digit area code to be. Then click “Save.”

The form that will appear after you click the “+ Add Subaccount” button. 

Once you click “Save,” your new subaccount has been created and will immediately appear on the list on your “Manage Subaccounts” page.

The “Manage Subaccounts” page after you’ve created a new subaccount.

E) View Your Subaccounts

You can continue adding as many subaccounts as you’d like. They will each appear in the list on your “Manage Subaccounts” page.

The “Manage Subaccounts” page after you’ve created multiple subaccounts.

To open one of the subaccounts, simply click the right-pointing arrow symbol next to it. This will open the admin interface of that subaccount.

The button to click to open one of the subaccounts listed on your “Manage Subaccounts” page.

The admin interface of that subaccount will appear. As a reminder, each subaccount has its own admin interface with its own calling campaigns, settings, integrations, admins, and Do Not Call List.

The admin interface of an example subaccount.

 V. How to Manage Subaccounts.

Organization Owner Permissions

Organization Owners automatically have access to all of their dialer organization’s subaccounts.

This means that, when an Organization Owner creates a new subaccount, they and all other Organization Owners for that dialer organization automatically have access to the new subaccount.

As such, these Organization Owners are automatically listed among the users on each subaccount’s “Admins” page, as shown in the example subaccount below.

An example subaccount. Existing Organization Owners are all automatically listed among the users on the “Admins” page of each subaccount of the dialer organization.

Owner and Admin Permissions

In contrast to Organization Owners, Owners and Admins (the two lower administrative tiers) must be invited to each of the dialer organization’s subaccounts in order to have access to them. 

Once invited to a subaccount, Owners and Admins will receive an invitation in their email inbox. They should click the “Get Started” button contained in the email and follow the steps to create their Owner or Admin account for the given dialer subaccount.

Any Owner or Admin can be added to one or multiple subaccounts in a given dialer organization. Adding or removing an Owner or Admin from one subaccount does not impact their role in any other subaccount. 

Furthermore, a user can be designated as an Owner for certain subaccounts and an Admin for other subaccounts in the same dialer organization.

The “Admins” page of an example subaccount with users of all three admin roles listed.

Viewing Your Available Subaccounts

There are a couple of ways for Organization Owners, Owners, and Admins to view and navigate to the subaccounts to which they’ve been given access.

One way is to click on the circular, human-shaped icon in the top right corner of your dialer admin interface (circled in the photo below). A menu will unfurl in the top right of your screen. It will include a list of your available subaccounts (marked with a rectangle in the photo below).

The menu option in the top right corner of your admin interface, which lists some or all of your available subaccounts.

If your dialer organization has five or fewer subaccounts (or you’re an Owner or Admin who has only been granted access to five or fewer subaccounts), then all of those subaccounts will be listed in this menu.

If you’ve been granted access to more than five subaccounts, then only the five that you’ve most recently visited will be listed in this menu. 

You can click the final menu item, “All Subaccounts…” in order to view a list of all of your available subaccounts (as shown below).

An example “Subaccounts” list.

This list of all your available subaccounts can also always be found at a URL in the format organizationname.dialer.scaletowin.com/user/subaccounts. This list is accessible by any Organization Owner, Owner, or Admin who has access to more than one subaccount.

Discontinuing Your Usage of a Subaccount

Currently, there is not a way for you to delete a subaccount that you’ve created in your dialer organization. 

However, you can simply stop making calls on this subaccount and, if you wish, remove all Owners and Admins from it. To ensure that all admin users are aware that the subaccount is no longer in use, you can even change the name of the subaccount to include a phrase such as “DISCONTINUED” or “NOT IN USE.”