You can consult the subaccount information, as well as manage all changes made.
You can also configure the subaccount by impersonating the account. This feature is useful for you to activate subaccount integrations, add products and offers, and configure the guru checkout.
Additionally, it is possible to unlink a subaccount, and by performing this action, the unlinked subaccount will no longer have the benefits of the main account and will return to the trial plan.
What happens to the subaccount after unlinking from the main account?
When unlinked, the subaccount will keep all its configurations made while it was linked to the main account, but will return to the Trial plan.
it is important to pay attention to active subscriptions and integrations, as these may stop working when returning to the trial plan. In case of doubts, contact the support team via the platform's chat.
Although the configurations are preserved, access to exclusive features of the paid plan (which were inherited from the main account) will be interrupted when returning to Trial status.
On this page:
-
Detail
-
Remove a subaccount
-
Audit
-
How to filter the Audit list
-
Before you start, you need to…
-
Be an administrator user or have permission to perform the following actions.
-
Have one or more subaccounts registered in Guru.
Detail
In the Detail section, you can view and manage subaccount information such as name, email, document, contact, and address details.
If you wish to change any information, simply edit it and then save the entered data.
Steps:
1 - Access the subaccount - the subaccount registration will be displayed.
2 - On the Detail tab, you can edit or view the following information:
-
Name: the name of the subaccount owner - e.g., company name;
-
Email: the account registration email;
-
Document: the tax identification number of the subaccount owner - e.g., CNPJ or NIPC;
-
Phone: the valid mobile phone number for contact - if desired, click the icon and open the number directly in WhatsApp;
-
Country: the country of tax residence of the subaccount owner. E.g.: Brazil or Portugal -
-
Street: the name of the street where the subaccount owner resides;
-
Number: the house, room, building number where the subaccount owner resides;
-
Complement: the address complement - if applicable;
-
District: the residential district;
-
City: the city of residence;
-
State: the state (district) of residence;
-
ZIP Code: the ZIP code (postal code) of residence;
-
Created at: date and time the subaccount was created;
-
Updated at: date and time of the last subaccount update.
Impersonate Account
In this section, it is possible to configure and customize the created subaccount.
Steps:
1 - Access the subaccount - the subaccount registration will be displayed.
2 - On the Detail tab, click on Impersonate Account.
Done! You will be redirected to Account Impersonation and from this moment you can configure your subaccount, activate payment integrations, then, register your first product and offer and, finally, generate the checkout link to start selling.
Remove a subaccount
it is possible to remove a subaccount. When unlinking a subaccount, it will no longer have the benefits of the main account and will return to the trial plan.
Steps:
1 - Access the subaccount - the subaccount registration will be displayed.
2 - In the Detail of the desired subaccount, click on Unlink Subaccount.
3 - A confirmation window is displayed to Unlink the Subaccount. If you wish to proceed, click on I'm Sure.
When unlinking a subaccount, it returns to the trial plan.
Audit
As a security measure, Guru stores a history of all operations performed, identifying the user, date/time of the operation, and other details.
Steps:
1 - Access the subaccount - the subaccount registration will be displayed.
2 - Click on Audit.
3 - Activities are displayed in a timeline (from most recent to oldest).
4 - If desired, you can view the activity detail by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information about the activity in question.
-
ID: activity identification code;
-
Type: type of change made;
-
Created at: item creation date.
How to filter the Audit list
You can use the filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.
By default, only records from the last 28 days will be shown, but the period can be changed in the filters, in the Period.field.
Steps:
1 - Access the subaccount - the subaccount registration will be displayed.
2 - Click on the Audit tab.
3 - In Audit, click on Filters.
4 - Fill in one or more filter options:
-
Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you wish to view.
5 - Click on Filter.
You can view the number of applied filters, and by using them, you can clear them without accessing the Filters icon again, making it easier to remove the selection.
Protect your data. Increase your business security.
Create and manage users determining what each employee can see and do within the organization.