Enterprise Account Management Guide

Welcome to TradeWind AI's Enterprise Account feature! The Enterprise version supports master and sub-accounts, allowing master accounts to create up to 4 sub-accounts for efficient task delegation and team management. Follow this comprehensive guide to get started.

Creating Sub-Accounts

1. Access Account Settings

   • Navigate to "Account Settings" via the left sidebar

2. Enter Sub-Account Management

   • Locate the "Sub-Account Management" section under Account Information

3. Add New Sub-Account

   • Click "Add Sub-Account" to automatically generate "Sub-Account 1"

4. Complete Sub-Account Details

   • Required Fields (marked with red asterisks):
     ✓ Mobile number (no pre-registration required)

   • Optional Fields: Additional relevant information

   • Click "Save" to finalize creation

Managing Sub-Accounts

• Edit Information: Master accounts can modify sub-account details at any time

• Delete Sub-Accounts:

  • Click the trash icon next to the target sub-account

  • Warning: This permanently erases all associated data (tasks, templates, etc.)

Key Policies

1. Numbers need no prior registration

2. Registered numbers automatically convert to "Enterprise Sub-Account" status

3. Email Domain Sharing:

   • Sub-accounts inherit master account domains without additional setup

4. Data Isolation:

   • Sub-accounts operate independently (no template/task synchronization)

5. Mobile Number Changes:

   • New numbers inherit all existing sub-account data

   • Original sub-accounts are permanently deleted