How do I add a sub-account?

If your account is set up to allow sub-accounts, you can create partitions. 
See the overview of Hierarchies here. 

You can add a sub-account and then move users, RFPs, proposals, knowledge, etc. into the sub-account.



To add a sub-account, click on your Organization Name (next to your User Name in the top-right corner). 


You can give your sub-account a name:

The internal name is what you call the group (or department, etc) internally. This will show to internal users only.

The external name is the name shown to outside organizations. This only comes into play if you are invited to an RFP/RFI/Profile. For example, our sub-accounts have external names of RFP360. So even though we have multiple internal sub-accounts, anything we respond to will be showing the RFP360 name (as opposed to Sales & Marketing, Security, Legal, etc.). 



Now you and your team members can navigate between sub-accounts. To change which account you wish to work in, click on Select. 





General

  1. How do I get started?
  2. What browsers can I use for RFP360?
  3. How do I log in to RFP360?
  4. We've been invited to a Profile or RFP. Where is my invitation email?
  5. Why am I not getting emails from RFP360?
  6. What if I get locked out of my account?
  7. How do I unlock locked out users as an Administrator?
  8. How do I update password rules for users?
  9. How do I reset my password?
  10. What are some basics about the Home page I should know as I get started?
  11. Is there a spell check feature? What about auto-translate?
  12. How do I integrate RFP360 into Salesforce CRM?
  13. How do I initiate a new Proposal using my Salesforce integration?
  14. What is an account hierarchy?
  15. What are tags and why would I use them?
  16. How do I add and remove tags?
  17. How do I manage and cleanup my tags at the account level?
  18. Can I use Boolean search operators in RFP360?
  19. How do I update my credit card number?
  20. How do I change Billing plans?
  21. What is the difference between an RFP and a Proposal?
  22. How and when can I reach RFP360 Support?
  23. How do I update my email address?
  24. What can I do with the text editor?
  25. Adding images, attachments, tables & more with the new text editor
  26. How do I format text with the new text editor?
  27. Can I highlight text with colors?
  28. How do I clean up HTML formatting?
  29. Can I see my recent activity?
  30. How do I add a sub-account?
  31. Issues with saving or duplicating text in the text field?
  32. What is new for Responders in this latest release?
  33. I am a Subject Matter Expert. What do I need to do?
  34. What is my Company ID and where is it located?
  35. What account settings should I check?

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