Billing
Early Subscription Renewal Feature
How Do I Cancel my EasyLlama Subscription?
How do I add more licenses? Upgrading and downgrading your EasyLlama Subscription
How do I change my billing email and details?
How many licenses do I have? Where are my subscription details?
What are Licenses, and how are they used?
What is Post-Pay, and how does it work?
Where can I download my invoices?
Course Information
Anti-Bribery and Anti-Corruption Course Information
Bystander Intervention (2022 mandate in Chicago)
Can I upload my own course? Can I create one using your platform?
Course Information and FAQ - HIPAA
Cybersecurity
Data Privacy Course
For Learners: How to Review a Completed Course
Harassment Prevention Training FAQ
How do I assign the Spanish version of a course?
What is the US "All-states" Harassment Prevention course, and how is it different from the US version?
Dashboard Tutorials
Add or Remove Dashboard Administrative Users
Adding Learners to your Dashboard
Adding Learners using the File Upload Method
Changing a Learner's Recertification Date
Copy and Paste an Individual's training link into an email or URL bar
Creating Custom Learning Journeys
Departments Feature
Downloading Certificates
Due Dates and Reminders FAQ
Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
Email Template: Notify your Learners of EasyLlama Courses
File Upload Video Tutorial
Getting Started - Customizing your EasyLlama Dashboard
Guide to a Learner's Training Profile
How can I change the next Recertification course for a Learner?
How do I add or remove columns from my dashboard view?
How do I assign courses to Learners who are already in the dashboard?
How do I delete a Learner? Archiving and Unarchiving Learners
How do I recertify all of my Learners at the same time? Bulk Recertification
How do dashboard admins complete training?
How to set up a Subaccount
Insights
Learner-Facing Introduction to EasyLlama
Locations Feature
Microsoft and Google SSO for Admins and Users
My Learners aren't receiving email notifications
New! Automatic Training Recertification Assignment (Formerly known as renewals)
New! Learning Journeys
Onboarding with EasyLlama - A Video Introduction
Premium Classroom Mode
Providing Non-Mandatory Courses (Using Kiosk Links)
Recertification Date and Due Date -what's the difference?
Renewing using the Renewals Tab - Important Update!
Send Training Links by Email
Sending Yourself or Others a Course Preview
Setting up and Using the Kiosk Link feature
Training Recertification Frequency - How do I change how often a course is assigned?
Turning Off Automatic Recertification
Unassigning Courses - Removing Assigned Courses/Replacing Incorrectly Assigned Courses
Updated "Select All" and Bulk Action Functions
Video Guide: Learner Profile Overview
Video: Creating and Customizing Learning Journeys
What if my Learner doesn't have a computer or email address? Can I send a text?
What is a "Preferred Name" in EasyLlama Training?
Why can't I edit my Learner's name in the dashboard?
Why is a course not showing as completed?
Why is the wrong name on the certificate or appearing throughout the course?
Your Personal Admin Profile and Dashboard Notification Settings
Integrations
BambooHR Integration
Deel Integration
Gusto Integration
HiBob Integration
Integrating EasyLlama with ADP®
Integration Settings
Integration Troubleshooting - Duplicate Records
Integration for Slack
LMS SCORM integration - Using EasyLlama's courses in your LMS
Namely Integration
Paychex Integration
Paylocity Integration
Proliant Integration
Quickbooks Integration
Rippling Integration
SAML 2.0 with Okta - Manual Configuration Guide
TriNet Integration
UKG Pro Integration
Vanta Integration
Workday Integration
Zenefits Integration
Technical Issues
- All Categories
- Dashboard Tutorials
- How to set up a Subaccount
How to set up a Subaccount
Updated
by Lyndsay
Steps to set up a Subaccount
- Go to Settings > Subaccounts and click "Add Subaccount"

- On the next screen, you will be asked to add a Business Name and a Legal Name. These may be the same. It's worth noting that the legal name will appear on Learner Completion Certificates.
You will also select whether this subaccount will share your main account's licenses. Sharing licenses is an Enterprise feature. PRO and Starter accounts will not have this option, and will need to add a separate subscription for any subaccounts.
When the names have been added, click "Save."

- On the next screen, double-check the company name, add a phone number, Review and agree to the Terms of Service and Privacy Policy, and click "Next."

- In this step you will be able to add additional administrative users. This step is not used to add Learners, only dashboard admins. You can skip this step and add the other admins later, if you choose.

- Next you will reach a quick Onboarding flow with some dashboard basics. you can click through this or skip it if you don't need it.

- Your Subaccount has now been created! You'll need to go to Settings > Billing to add a subscription, and then you'll be able to use the dashboard!
- Now that you have a subaccount, you can switch between any accounts sharing your login email by using the Switch Accounts button at the bottom-left of the dashboard.
