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 this method is best for account managers and non technical users api use the momentscience api to programmatically create and configure subaccounts this method is recommended for developers who need automation or want to integrate account creation into their own systems create a subaccount (dashboard) steps 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 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 creating sub accounts using api sub accounts can also be created dynamically using the momentscience api this option is useful for automation or when integrating account creation into your own systems endpoint post https //api adspostx com/native/account json authorization this endpoint requires a valid bearer token authorization bearer \<your api key> the api key must have “accounts” access permissions enabled without this permission scope, the request will be rejected request headers header type description authorization string bearer token (bearer \<api key>) content type string must be application/json request body field type required description email string yes sub account login email used to access the momentscience dashboard firstname string conditional first name of the sub account holder required if lastname or organization is not provided lastname string conditional last name of the sub account holder required if firstname or organization is not provided organization string conditional organization name required if firstname or lastname is not provided password string yes account password must be at least 8 characters, include uppercase, lowercase, and a number confirmpassword string yes must match the password mobile string optional mobile number of the sub account holder country string optional country code (e g , us ) zipcode string optional zip/postal code of the sub account holder awin advertiser id string optional awin advertiser id internalnotes string optional notes visible only within your organization settings object optional custom account settings, e g , timezone "america/chicago" example request curl x post "https //api adspostx com/native/account json" \\ h "authorization bearer \<your api key>" \\ h "content type application/json" \\ d '{ "email" "newuser\@example com", "password" "example123!", "confirmpassword" "example123!", "firstname" "jane", "lastname" "doe", "country" "us", "zipcode" "10001", "internalnotes" "partner onboarding", "settings" { "timezone" "america/new york" } }' api response once the success response 200 ok the api response includes data account contains the newly created sub account details, including fields provided in the request data settings contains the full configuration object for the sub account, including all default platform settings and feature flags { "status" "success", "data" { "source" "express", "account" { "id" 5074, "firstname" "jon", "lastname" "peter", "username" "newuser\@example com", "email" "newuser\@example com", "sdk id" "605590e3bc3863ca", "organization" "acme corp" }, "settings" { "no of ads" 3, "is active" true, "timezone" "america/los angeles", "delivery options" { "platform" { "mobile" 100, "tablet" 100, "desktop" 100, "unknown" 100 } } } } } 📢 if you're running into any issues while going through the integration process, feel free to contact us at help\@momentscience com