How to Switch Account

How to switch between Account

Step 1

Log in your main account and then select Sub Account.

Displays a menu from a platform's dashboard.

User's email address is partially masked for privacy.

Sub Account (with the status "Active: None" circled in purple).

Other menu options visible include:

Security

Identity Verification (KYC) (status shows as "Verified - Level 1").

Referral

Step 2

Sub Accounts Section

Displays a list of active Sub Accounts.

Each Sub Account card contains the following details:

Name of the Sub Account (e.g., EEZY Trader, BTC Saving Plan, Adela Test).

Account StatusActive.

Owner: Indicates who the account belongs to (e.g., "You").

Assigned To: Shows if the account is shared or assigned to another user (e.g., "None").

Total Balance: Displays the current balance of the account (e.g., 400.48 USDT, 1400 USDT, 0 USDT).

Switch Button

Each Sub Account card includes a Switch button to access and manage the respective account directly.

For example: "Switch to EEZY Trader," "Switch to BTC Saving Plan," or "Switch to Adela Test."

Change Option

The Change link allows modifications to the account's settings or details.

Invite Section

Located on the right side, this feature allows the user to invite others to access a specific Sub Account:

Sub Account Dropdown: Select the account to share.

Email Field: Enter the email address of the person to be invited.

Invite User Button: Send the invitation to the selected user.

Add Sub Account

A link in the top-right corner labeled Add Sub Account allows users to create new Sub Accounts.

How to Use This Feature

Switch Between Sub Accounts:

Locate the desired Sub Account card.

Click the blue Switch button to manage that account.

Modify an Account:

Click the Change link to update account details or preferences.

Invite a User to an Account:

Go to the Invite section.

Select the Sub Account from the dropdown menu.

Enter the email address of the person you want to invite.

Click the Invite User button.

Add a New Sub Account:

Click the Add Sub Account link to create a new one. 

Step 3

Standard Sub-Account Logout:

In the upper-right corner, next to the username (Adela Test), there's a Log Out icon (depicted as a power button). Users can click this icon to log out from their sub-account.




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