How can I, as the manager, make myself the primary contact for a sub account? Trying to generate the API key!

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I am the manager for two accounts, but will be the only one using one of them. For that reason, I need to be the primary contact for one of my accounts but I don't see that as an option. I'm trying to generate an API key for my accounts, but it won't let me without a primary contact. Help?
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Brooke

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Posted 1 year ago

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Grey Stepp, Support Team Manager

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Hi there!  

So, with tiered accounts, there are 3 types of logins:

1. Owner
2. Manager
3. Sub-User 

Then, the Sub-Users can be different as well and have different permission sets.  

However, the "primary contact" for a sub-account has to be a Sub-User level login.  It cannot be a Manager or Owner.  And, of course, usernames can only exist once in our system.  

So, effectively, if you have a manager login, you cannot ALSO be the primary contact for a sub.  There has to be a dedicated username for that sub.  

Let me know if you have any questions about that!  

- Grey 
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Grey Stepp, Support Team Manager

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One more thing I wanted to point out that some folks use as a work-around.  In Gmail boxes (as well as some others), you can create a "unique" email address by adding a plus sign and then any string of numbers and letters BEFORE the @ sign.  

For example, my email address is gstepp@myemma.com , but you could also send an email to gstepp+1@myemma.com or gstepp+newsubemail@myemma.com and they would all come to the same place.  

You may test out whether this system works for your email server and if it does you can create a username using that trick.  

- G
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Studio-Fabric.com

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However, the "primary contact" for a sub-account has to be a Sub-User level login.  It cannot be a Manager or Owner.  And, of course, usernames can only exist once in our system. 


Why? I'm trying to create a custom form using the API and don't want to involve my client in accepting Emma invites and receiving bogus info during testing.
(Edited)
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Grey Stepp, Support Team Manager

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The API keys for any given sub-account are tied to the Primary Contact for that account.  

Since owners and managers can be listed on multiple accounts, there isn't a way to differentiate the link between the API keys and accounts that they belong to if they username has access to multiple accounts.  

I'm sure our developers have a much deeper explanation of the "why", but that's how I understand it.