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Sub Accounts

To recreate the documentation based on the video and images provided, here’s how the sub-accounts functionality documentation would look:

Organization Management in AI12Z​

Overview​

In AI12Z, a parent organization has the ability to create and manage multiple sub-accounts. This is particularly useful for digital agencies handling multiple client projects or organizations under one umbrella. The parent organization is responsible for managing the billing, usage, and administrative tasks for all sub-accounts.

Creating a Sub-Account​

To create a new sub-organization, follow these steps:

  1. Log in as an admin user.
  2. Navigate to the Organization section from the left-hand menu.
  3. Click on the "Create Organization" button.
  4. In the "New Organization" dialog box, fill out the following details:
    • Organization Name: Enter the name of the organization.
    • Domain: Provide the URL for the sub-organization (e.g., https://example.com).
    • Owner’s Info: Enter the first name, last name, and email address of the person who will own the sub-account.
  5. Once the information is complete, click the "Save" button to finalize the creation of the sub-organization.

Managing Sub-Accounts​

After creating sub-accounts, admins of the parent organization can manage them directly.

  1. From the Organization section, you will see a list of sub-accounts associated with the parent organization.
  2. You can navigate between sub-accounts by clicking the three dots (...) next to the sub-account's name and selecting "Use".
  3. When you’re inside a sub-organization, a red box at the top of the interface will remind you that you're in a sub-account. To return to the parent organization, click the "Reset" button at the top.

Viewing and Managing Teams in Sub-Accounts​

  1. In a sub-account, you can navigate to the Team section to manage users specific to that sub-organization.
  2. When the owner or admin of a sub-organization logs in, they will only see their specific team and projects.

Billing and Usage​

  • The parent organization is responsible for managing and covering the costs for both itself and all sub-accounts.
  • Admins from the parent organization can drill down into the billing details of each sub-account to monitor usage and expenses.

Removing a Sub-Account​

  1. Log in as the admin user of the parent organization.
  2. Navigate to the Organization section.
  3. From the list of sub-accounts, select the three-dot (...) menu next to the sub-account you wish to remove.
  4. Choose the "Remove" option.
  5. In the confirmation dialog, click "OK" to remove the sub-account, or "Cancel" if you change your mind.

Note: Removing a sub-account does not delete it. Instead, the sub-account will revert to an individual account with its data intact.

Key Features for Sub-Account Management​

  • Easy Switching: Admins can switch between organizations and sub-accounts without having to log in multiple times.
  • Visibility and Control: Parent organization admins have full control over their sub-accounts, including access to billing and user management.
  • Scalability: Suitable for agencies and businesses managing multiple clients or divisions.

This documentation provides a structured guide for creating, managing, and removing sub-accounts within the AI12Z platform, integrating information from the provided visuals and the tutorial content.