From the Account Home Page, in the upper right-hand corner of your screen look for Selected Account.
1. Click on the Selected Account name to bring up a pop-up menu. Clicking on the + sign to the left of the account name will display the list of sub-accounts.
2. Select your sub-account by clicking on the account name (your selected account will appear in red) and click Okay. You will know you’re in the new account by checking the Selected Account.
By clicking you will be taken to the selected sub-account home page. Navigation through your sub-account should mirror that of the parent account.
Note: If you are creating a sub-account for someone else to manage, you also need to give them that privilege. See Module 8, Managing Users for more information. If you do create a user, or give an existing user administrative permission, always be mindful of what account you are working in.