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Share to Sub-Accounts

What this does​

This guide explains how to share to Sub-accounts in Franmantra CRM.

Share one item with one or more Sub-accounts.

Before you start​

  • Make sure you are using an account that can share to Sub-accounts.
  • Make sure the item is ready before sharing it.
  • Know which Sub-accounts should receive the item.

Steps​

  1. Open a supported module, such as Workflows, Templates, Reports, or Pipelines.
  2. Find the item you want to share.
  3. Open the item's actions menu.
  4. Click Share to Sub-Account.
  5. Select one or more Sub-accounts.
  6. Review your selection.
  7. Click Share.
Share to Sub-Account window with a list of Sub-accounts to selectShare to Sub-Account window with a list of Sub-accounts to select

What happens next​

The item is sent to the selected Sub-accounts. The shared item may show a status such as Pending, Accepted, or Rejected.

Notes​

  • Pending means the Sub-account has not completed the process yet.
  • Accepted means the item was received successfully.
  • Rejected means the Sub-account declined the shared item.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.