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Share to Sub Accounts

The Share to Sub Account feature allows master or subordinate accounts to share their resources (like Workflows, Reports, Templates, and Pipelines) with connected sub-accounts.
This ensures that all your teams or franchise locations can access standardized assets without recreating them.

1. Overview​

When you open any module that supports sharing (such as Workflows, Templates, or Reports), each item has an Actions Menu (⋯).
From this menu, you can select Share to Sub Account to open the sharing modal.

Share to Sub Account OptionShare to Sub Account Option

Figure 1: Share option in the Actions menu.

2. How to Share to Sub Accounts​

  1. Go to a module such as Workflows, Reports, or Templates.
  2. Click the ⋯ (Actions) icon next to the item you wish to share.
  3. Select Share to Sub Account.
  4. In the Share Modal, choose:
    • The sub-account(s) you want to share with.
  5. Click Share.
Share ModalShare Modal

Figure 2: Share to Sub Account modal.

Once shared, the selected sub-accounts will receive the item in their dashboard.

3. Understanding Share Status​

After sharing, each item shows its share status in the list:

StatusDescription
PendingThe sub-account has not yet accepted the shared item.
AcceptedThe sub-account has successfully received the item.
RejectedThe sub-account declined the shared item.
Share Status BadgesShare Status Badges

Figure 3: Status badges showing Pending, Accepted, and Rejected states.

4. Managing Shared Items​

  • Accepted Items: Appear directly in the sub-account’s module (e.g., workflows list).
  • Rejected Items: Remain visible in the parent account with a “Rejected” badge.
  • Pending Items: Await confirmation from the sub-account user.

Master accounts can revoke sharing or re-share anytime through the same actions menu.

5. Permissions​

Account TypeCan Share?Can Accept/Reject?
Master Account✅ Yes❌ No
Subordinate Account✅ Yes✅ Yes
Sub Account❌ No✅ Yes (on receive)

6. Tips​

  • Use this feature to distribute pre-approved assets like automation workflows or branded templates.
  • Shared workflows that include “Split Actions” cannot be shared (for safety and dependency reasons).
  • You can view the share history and current status in each item’s detail sheet.

Last updated: 13 Nov 2025