Prerequisite: In order to create a child account, you must be a Participant with the Strategic Lead designation on a parent account.

Follow these steps to create a child account:

  1. Navigate to the Settings tab of the account you want to create a child account for.
  2. Scroll to the Properties section, then use the "Create New Property" button to open the account creation form.
  3. Populate all the fields, then press the "Submit" button.

You'll now find the new child account listed in the child accounts area of the page header, which you can navigate into to begin setting up the team!

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