Managing Sub-Accounts

overview a subaccount is a secondary account linked to a publisher’s primary momentscience account subaccounts provide controlled access for team members, partners, or clients without exposing the full permissions or credentials of the primary account every publisher receives one primary account, which serves as the central hub from the primary account, you can create and manage subaccounts, delegate responsibilities, and set access levels permissions allowed actions subaccounts can generate and manage api keys for secure data exchange access all available offers for campaign planning and execution access and configure integrations, including momentperks and perkswall modify personal details (name, email, phone number, password) configure postback urls and access tools such as payload explorer, postback explorer, and event logs blacklisted permissions subaccounts cannot create new accounts create or pause offers methods for creating subaccounts you can create and manage subaccounts in two ways dashboard use the momentscience dashboard to add and manage subaccounts through a user interface api programmatically create and configure subaccounts using the create sub accounts api docid\ to43jwbdh fkachnlbo5t create a subaccount (dashboard) follow these steps to create a subaccount through the momentscience dashboard sign in to the momentscience dashboard in the right sidebar, click settings select manage accounts click add account in the top right corner complete the required fields (optional) select options to copy themes or configurations from the parent account click save field description requirement company email login email for the subaccount required password must be at least 8 characters, include uppercase, lowercase, and one number or symbol required confirm password must match password required first name first name of the subaccount holder conditional (required if last name or organization not provided) last name last name of the subaccount holder conditional (required if first name or organization not provided) organization organization name for the subaccount conditional (required if first name or last name not provided) zip code postal code of the subaccount holder optional country country of the subaccount holder optional phone number phone number of the subaccount holder optional website url website associated with the sub account use a fully qualified url (for example, `https //example com) optional notes additional notes or comments optional copy themes copy saved themes from the parent account optional apply default theme set the same default theme as the parent (appears if copy themes is selected) optional copy configuration copy configurations from the parent account optional you must provide at least one of first name, last name, or organization manage subaccounts (dashboard) the primary account has full control over the settings and configurations of all associated sub accounts these settings can be managed directly in the dashboard under manage accounts edit a subaccount navigate to manage accounts click the three dot menu next to the sub account name choose the required action from the available options available actions action description quick edit update subaccount details, including first name, last name, organization, company email, phone number, zip code, country, and notes dashboard view access subaccount performance reports and activity logs, including revenue, impressions, clicks, epc (earnings per click), rpm (revenue per mille), ctr (click through rate), and other campaign performance metrics settings manage advanced subaccount configurations, such as logo updates, enabling/disabling test mode, offer unit display, offer delivery percentage, and other customization options copy themes copy one or multiple momentperks themes from the parent account into the subaccount to ensure consistent design and configuration across accounts create a subaccount (api) for teams that require automation or want to integrate subaccount creation into their own systems, the momentscience api provides a programmatic way to create and manage subaccounts using the api, you can create subaccounts directly from your internal tools pre fill required fields such as email, name, and organization apply configurations automatically (e g , copy themes, enable integrations) scale account creation without manual dashboard steps see the full api details in the create sub accounts api docid\ to43jwbdh fkachnlbo5t documentation to use the api, you must have an api key with accounts scope 📢 if you're running into any issues while going through the integration process, feel free to contact us at help\@momentscience com