You might try to login to your sub account dashboard before you are given the dashboard access by the master account. Most probably, you would encounter “The email/password combination is invalid
” Error.
Even after clicking “Reset Password”, you do not received anything afterwards, even after checking the spam/junk folders.
This is expected when your Master Account has not given your email any permission to access sub account.
Inviting team members so they can access the sub-account dashboard, be it owned or managed sub-account, has multiple purposes, namely:
- Giving access to the team members to be able to withdraw funds into the registered bank accounts;
- Giving access to team members to gain API Keys to managed sub-account;
- and many more.
More on the use case and user permission can be seen in this link.
Here are the steps to invite your team members into your sub-account dashboard:
Sub Account is on TEST Mode
It is expected for Sub Account on TEST Mode to not be able to be logged in.
To log in to a sub-account, the master account should create the sub-account using the API Key from Master Account’s LIVE Mode Dashboard and/or API Keys.
Sub Account is on LIVE Mode
If you are the holder of the sub account, make sure that you reached out to your Master Account and ask for the dashboard access through steps below.
Steps below can only be done by Master Account and not sub account.
If you are the holder of the Master Account, proceed to do one of the two steps explained below:
A. Through Settings Tab
- Access the
Settings
Tab; - Click
Team Members;
- Click
Add Member;
- Insert the email address;
- Select which account that you want access to;
- Select the permissions in accordance to this link;
- Confirm details and submission;
-
Click
Add Member;
-
Check the email and follow the steps stated in the email.
B. Through xenPlatform Tab
- Access the
xenPlatform
Tab; - Click toggle to
Add Member
in the respective Sub-Account;-
It will redirect to the
Add Member
in theSettings
tab
-
-
Insert the email address;
-
Select the permissions in accordance to this link;
-
Confirm details and submission
-
Click
Add Member
-
Check the email and follow the steps stated in the email.