4—Creating a Sub-Account
  • 02 Feb 2023
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4—Creating a Sub-Account

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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 requirements for a Wasabi Control Account.
  • A user account created on Wasabi's Account Control Manager (Admin or Staff role).

To create a sub-account in a trial phase:

  1. Click the Sub-Accounttab.

    sub-accounts-tab

  2. Click Create Sub-Account.

    create-sub-account

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

    create-sub-account1

  4. Select the On Trial option. Select a trial Quota and the trial duration (Number of Trial Days).

    create-sub-account2

    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 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. 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 Keysto the copy keys to the clipboard.

    sub-account-created

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

new-sub-account-listed

Notice the Status of the sub-account:

status-trial

Repeat the steps above to create additional sub-accounts.

Converting a Sub-Account to a Paying Customer

You can convert a sub-account to a paying customer if you are logged into WACM 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 that should be changed from trial to a paid account.

    sub-account-selected

  2. Information for the sub-account is displayed with four tabs. Click on the Account tab:

    sub-account-tabs

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

    trial-info

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

    trial-convert-confirm

Once the conversion completes successfully, the customer will start accruing charges for the storage and all trial specifications to the sub-account will be removed.

paid-sub-account

Notice the Status of the sub-account:

status-paid



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