# Sub-Account User Guide

### 1. Feature Overview

In the current business landscape, many enterprises and users face the need for multi-role and multi-permission management when using user systems. For example, employees from different departments within an organization may all need to access the system, but each with limited operational permissions. Additionally, in more complex business scenarios, a single account may not be sufficient to complete all necessary tasks. In such cases, sub-accounts are required to facilitate collaboration.

To address these needs and enhance system flexibility and manageability, the **Sub-Account Management** feature has been introduced. This function allows enterprise-version users to **create, edit, view, manage the status of, and reset passwords for sub-accounts**. Sub-accounts also have corresponding self-management capabilities.

### 2. Access Points

#### (1) User Account Details Page

On the user account details page, if the current account is an enterprise version, a **"Sub-Account Management"** entry will appear.

<figure><img src="/files/5AB74xV3llIZxRxKow0G" alt=""><figcaption></figcaption></figure>

#### (2) Top-Right Menu

In the top-right corner menu, enterprise users will see a new **"Sub-Account Management"** option.

<figure><img src="/files/q0SPujwR7071v4R9KwTC" alt=""><figcaption></figcaption></figure>

### 3. Creating and Editing Sub-Accounts

#### (1) Creating a Sub-Account

**Access Point:** On the Sub-Account Management page, click the button to open the **Create Sub-Account** pop-up window.

<figure><img src="/files/Sf0S3knQndQpkC4iYePj" alt=""><figcaption></figcaption></figure>

**Pop-up Content:**

* **Username:** Enter the username for the sub-account.
* **Permissions:** Use the dropdown to select permissions for the sub-account. The list of permissions is based on the main account's menu access.
* **Phone Number:** Enter the sub-account's phone number. The system will verify the uniqueness—no duplicate numbers allowed.
* **Email:** Enter the sub-account's registration email. The system will verify the uniqueness—no duplicate emails allowed.
* **Remarks (Optional):** You may add a note, up to 50 characters, for brief sub-account descriptions.

**Submit:** After completing the form, click “Confirm.” The system will **automatically generate a password and send it to the sub-account's email**, completing the creation process.

#### (2) Editing a Sub-Account

**Access Point:** On the Sub-Account Management page, click the **Edit** button in the operation column to open the **Edit Sub-Account** pop-up.

**Pop-up Content:** Similar to the create window. You can modify the basic info and permissions of the sub-account.

**Submit:** After editing, click “Confirm” to save your changes.

### 4. Sub-Account Status Management

<figure><img src="/files/QTXAVJywlwbK6Teo48c1" alt=""><figcaption></figcaption></figure>

#### (1) Enable/Disable Sub-Account

**Access Point:** On the Sub-Account Management page, click the **Enable/Disable** button in the operation column.

**Confirmation:** A pop-up window will appear. Confirm the action to complete enabling or disabling. No remarks required.

#### (2) Reset Sub-Account Password

**Access Point:** On the Sub-Account Management page, click the **Reset Password** button in the operation column.

**Result:** The system will **automatically generate a new password and send it to the sub-account’s email**.

### 5. Sub-Account Login

* After logging in with a sub-account, the **User Details** page will display a **sub-account icon and label** next to the username, indicating that the current user is a sub-account.

<figure><img src="/files/0mPv1ec9m8zfNtp4TYtx" alt=""><figcaption></figcaption></figure>

We hope this guide helps you successfully use the **Sub-Account** feature in Trustformer KYT. If you have any questions or suggestions, please feel free to contact our customer support team.


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