Managing Sub-Accounts

11 min

Who is this for: Primary account holders who need to grant controlled access to team members, or clients without exposing full account credentials.

Outcome: Create and manage sub-accounts with defined permissions, enabling secure delegation of responsibilities while protecting the primary account.

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.

Create a Subaccount (Dashboard)

Follow these steps to create a subaccount through 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, including uppercase, lowercase, and a number.	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.

Pausing Direct Offers per Subaccount

When one of your Direct Offers is available on more than one subaccount, its Offer Details page shows an Accounts section. Only the parent account that owns the offer sees it; subaccount logins do not.

Each row lists an account (the parent first, then each subaccount), its status (Active or Paused) and a Pause or Resume action. To change several accounts at once, tick their checkboxes or use Select All, then click Pause or Resume. A Direct Offer can be paused on a subaccount but not removed from it.

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 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 [email protected].