How do I see the transactions of a sub account as the HQ admin?
To enter into a Sub Account, to see their transactions, Collect data, Per Diem account data, etc. the HQ admin must add themselves as an admin to the account. That can be done by following these steps:
- Log into the Crowded web portal on a computer.
- Go to the “My Accounts Tab”.
- Select that Sub Account.
- Click “Add Admin”.
- Input their own name and email.
- They will receive the invitation email, and should complete the registration.
- From there, they will be able to log into that Sub Account as an admin and can see all. transactions, collections and account activity.