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How Do I Create A Sub-Account on XenPlatform?

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You can create a sub-account of xenPlatform as long as you have user permission as Admin and xenPlatform already activated on your account.

There is no maximum limit of sub account creation on LIVE Mode, However, sub account creation in TEST Mode is limited to up to 500 sub accounts.

Creation of sub-account can be done two ways, via Dashboard dan via API.

Please pay attention to the type of sub account you are about to make, as MANAGED sub account is not able to be migrated into OWNED sub account, and vice versa.

via Dashboard

OWNED Sub Account

  1. Login to Master Account's Xendit Dashboard;
  2. Go to menu  xenPlatform > Accounts;
  3. Click “Add Account”;
  4. You will see the sub-account types that you can choose to make;
  5. Choose “OWNED Sub Account” and Click “Select”
  6. Input the name of your OWNED Sub Account as you desired on column “Business name”;
  7. Input the email address of your OWNED Sub Account as you desired on column “Email”;
  8. Click “Done”;
  9. Pop-up message will appear and inform you that your sub-account has been successfully created
  10. You can see your sub-account details on your dashboard like business email, business name, sub-account id, status, date created & cash balance.

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MANAGED Sub Account

  1. Login to Master Account's Xendit Dashboard;
  2. Go to menu  xenPlatform > Accounts;
  3. Click “Add Account”;
  4. You will see the sub-account types that you can choose to make;
  5. Choose “MANAGED Sub Account” and Click “Select”
  6. There are two ways in order for you to continue with the registration process:
    • Through Email Invitation
      1. Input the email address of your MANAGED Sub Account as you desired on column “Email”;
      2. Click “Send Invitation”;
      3. Pop-up message will appear and inform you that your partner has been invited to register for your MANAGED sub-account that will be added to your platform;
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      4. Your Partner will then receive an invitation email for further registration;
        mceclip2.png
      5. You can resend invitation emails if your Partner has trouble receiving them.
        • This can only be done for accounts that have not accepted the invitation and registered;
        • On the Accounts page, click the icon to the right of the account you wish to resend the invitation for;
        • Click on "Resend Invite"
          mceclip3.png
        • The invitation email will be resent right away. If you still have trouble receiving the email, we advise that you:
    • Through Unique Link

      1. Click “Copy” button on the right-hand side of the link that is written under “Invite Patners to your Platform with your unique link”;

      2. Share the link to your partner by pasting the link when you are communicating with them through WhatsApp, Email, etc.;Screen_Shot_2022-10-25_at_15.51.36.png

  7. Your partner needs to click the link they have received and follow the prompt to activate their Account;
  8. Since MANAGED Sub Account is as same as Normal Xendit Account with linked to Master Account, you need to submit required documents and Add Payment Method after activation;
    • For Indonesian merchants, please make sure that the National ID Card (KTP) that your partner submitted to activate the managed sub account is different from the one you have submitted to activate your master account;
  9. Wait for 3-5 business days for our team to verify the documents your partner have submitted;
  10. If our team grants your sub account creation, the MANAGED sub-account will be successfully added to your Platform;
  11. You can see your sub-account details on your dashboard like business email, business name, sub-account id, status, date created & cash balance.

via API

OWNED Sub Account

Follow the tutorial on this link:
https://developers.xendit.co/api-reference/#create-account

  1. The endpoint that will be used is as follows: 
    POST https://api.xendit.co/v2/accounts
  2. Make sure that you have inputted the correct API Key of Master Account on the right place;
  3. Input the business email of your OWNED sub account on the request body under parameter "email";
  4. Input “OWNED” on the request body under parameter "type";
  5. Input the name of your OWNED sub account on the request body under "business_name", under parameter "public_profile".
  6. Click "Send";
  7. If the sub account is successfully created, parameter  status on response will return “REGISTERED”;
  8. You can see your sub-account details on your dashboard like business email, business name, sub-account id, status, date created & cash balance.
    mceclip4.png

MANAGED Sub Account

Follow the tutorial on this link:
https://developers.xendit.co/api-reference/#create-account

  1. The endpoint that will be used is as follows: 
    POST https://api.xendit.co/v2/accounts
  2. Make sure that you have inputted the correct API Key of Master Account on the right place;
  3. Input the business email of your OWNED sub account on the request body under parameter "email";
  4. Input “MANAGED” on the request body under parameter "type";
  5. Input the name of your MANAGED sub account on the request body under "business_name", under parameter "public_profile".
  6. Click "Send";
  7. If the sub account is successfully created, parameter status on response will return “INVITED”;
    mceclip5.png
  8. Your Partner will then receive an invitation email for further registration
    mceclip6.png
  9. You can resend invitation emails if your Partner has trouble receiving them.
    • This can only be done for accounts that have not accepted the invitation and registered;
    • On the Dashboard, specifically Accounts page, click the icon to the right of the account you wish to resend the invitation for;
    • Click on Resend invite;
      mceclip7.png
    • The invitation email will be resent right away. If you still have trouble receiving the email, we advise that you:
  10. Your partner needs to click the link and follow the prompt to activate their Account;
  11. Since MANAGED Sub Account is as same as Normal Xendit Account with linked to Master Account, you need to submit required documents and Add Payment Method after activation;
    • For Indonesian merchants, please make sure that the National ID Card (KTP) that your partner submitted to activate the managed sub account is different from the one you have submitted to activate your master account;
  12. Wait for 3-5 business days for our team to verify the documents your partner have submitted;
  13. If our team grants your sub account creation, the MANAGED sub-account will be successfully added to your Platform;
  14. You can see your sub-account details on your dashboard like business email, business name, sub-account id, status, date created & cash balance.
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