The article includes:
- What is parent/child account management?
- Access
- Account configuration
- Account roles
- Invoicing
- Login
- Plans
- Reports
- SIMs
- Support
- Users - multiple accounts
What is parent/child account management?
Parent/child account management provides a four-level hierarchical configuration with multiple billing models and rate plan management.
Accounts can have both parent and child roles, as shown below.
Review the information below for more information.
Category | Description |
Access | ConnectivityPro Parent account users have access to their account and all linked child accounts (excluding users assigned to a cost center). Switch between accounts using the switch companies option under user settings. You can also allow users that are not part of the parent account to access other child accounts in their structure, see users - multiple accounts. PRiSMPro If an admin from the main parent account will be creating users on other accounts, KORE will first need to create the admin accounts for each account. |
Account configuration | Our Customer Success team will work with you to configure all your accounts and create your initial admin users during the onboarding process. The main parent account must include all service types, SIM states, plans, and features needed to configure all parent and child accounts. All sub-parent accounts must also include all service types, SIM states, plans, and features needed to configure all accounts within its hierarchy. There is no limit to the number of accounts at each level below the contracted KORE account. |
Account roles | Parent The main parent account is contracted directly with KORE to provide connectivity services and receives the invoice for all charges. The main parent can contract with other companies or divide their services into multiple accounts that provide some or all of the services included in their contract with KORE. Parent accounts have access to all child accounts associated with that parent account. Child A child account is any account that is contracted with a parent account to use KORE services. A child account has access to the SIMs in their account. The invoice will be sent to the parent account, but they will have access to billing details in ConnectivityPro. A child can also contract with other companies to provide KORE services, making them a parent of those accounts. |
Invoicing | The main parent account will receive one invoice for all accounts. All charges, including monthly recurring charges for all subaccounts, will be included on the invoice. KORE can customize all parent/child subaccounts with their unique billing rates and charges. Download the monthly charges for each account (CSV file) to use for your billing using ConnectivityPro. Parent accounts can view the CSV files for their account and linked children's accounts. Note: Contact Support to customize your child account billing information in ConnectivityPro. |
Login | If a user belongs to a parent account, you will need to create logins for all accounts you need to access. Refer to the multiple user account section of the user accounts article. |
Plans | Commitment and non-commitment plans Commitment and non-commitment plans are by account. All charges are based on the services and usage for that account only. Pooled plans Pooled plans will share the same pool for all accounts. Although the main account will be billed for all overage, each monthly account detail will include the overage for that account in ConnectivityPro. |
Reports | Monthly reports The monthly reports for any parent account include all SIMs for all child accounts linked under their account. The owner account number field on the SIM Summary files and the SIM Summary Cost Report identifies what account the SIM is from. Daily call records Daily call records are available for each account if requested. |
SIMs | SIMs are registered to a specific account. All provisioning and searching must be done at the account level. |
Support | Support is available for all accounts. |
Users - multiple accounts | Users can have access to multiple accounts to support this model. Refer to the create new user article for additional information. Note: You can only be in one account at a time unless you use an Incognito, InPrivate, or a new private window for each account. |