Creating a Sub-Account in Wasabi Account Control Manager
    • 04 Oct 2024
    • 2 Minutes to read
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    Creating a Sub-Account in Wasabi Account Control Manager

    • PDF

    Article summary

    Creating a Sub-Account in the Trial Phase

    With WACM, you can automate cloud storage account creation, management, and end-user billing using a centralized management interface. You will need:

    • Wasabi Control Account — Review Option 1 in this Wasabi article to understand the requirements for a Wasabi Control Account.
    • Account created on Wasabi's Account Control Manager

    To create a sub-account:

    1. Click the Sub-Accounts tab.

    2. Click Create Sub-Account. The Create Sub-Account panel displays. 

    3. Complete the top portion of the Create Sub-Account panel: customer name, customer email, Wasabi console password, and confirmed Wasabi console password.

    4. Complete the bottom portion of the panel. If the sub-account is for a trial account select the On Trial option. Then from the drop-down, select the number of Trial Days (30, 60, 90) and the Trial Quota (number of TBs) or leave the set defaults.

      When the trial duration expires, the trial account is automatically converted into a paid account.
    5. Optionally, set the following:
      • Send Password Reset To Sub-Account Email — Wasabi will send a password reset email to the sub-account.
      • Password Reset Required — WACM will require the sub-account to perform a password reset upon the first login.
      • Enable FTP Access — Wasabi will enable FTP access to the sub-account.
    6. Click Create
    7. Once the sub-account is created, a panel confirms the creation with S3 access and secret keys. To download the keys as a text file, click Download Keys. Or, click Copy Keys to the copy keys to the clipboard. 

    WACM displays the information for the new sub-account on the Sub-Accounts page. For example:

    You have successfully created a trial account. Notice the new sub-account Status: On Trial (29 days).
    Repeat the steps above to create additional sub-accounts.

    Converting a Trial Account to a Paid Account

    You can convert a WACM trial account to a paid account as an Admin or Staff user.

    A sub-account will automatically convert to a paid account at the end of the trial period.
    1. On the Sub-Accounts page, click on the sub-account for which you want to change the account status from On Trial to Paid Account.

      The selected sub-account is displayed.

    2. Click the Account tab.

    3. Scroll to the bottom of the sub-account page until you see the Trial Information section. Click Convert to Paid.

    4. A message will request that you confirm the conversion. Click Convert.

    Once the conversion to a paid account is completed successfully, the status is changed from On Trial to Paid Account. Now the customer will start accruing charges for the storage and all trial restrictions to the sub-account will be removed.

    Notice the updated sub-account Status: Paid Account

    Changing a Trial Account

    You can extend the duration of a WACM trial account or change the storage quota if you are logged in as an Admin or Staff user.

    1. On the Sub-Accounts page, click on the sub-account for which you want to update the trial account.

      The selected sub-account is displayed.

    2. Click the Account tab.

    3. Scroll to the bottom of the sub-account Account page until you see the Trial Information section. Click Update Trial.

    4. Select the Trial Quota (number of TBs) and/or the number of Trial Days (30, 60, 90).
    5. Click Update.

    Changes will appear on the Sub-Accounts page.