Create and configure a subaccount

Before you begin

Make sure you meet these prerequisites:

Understand how subaccounts work. Introduction to subaccounts explains if you should use subaccounts or divisions. Talk to your account manager to make sure subaccounts fit your needs.
Subaccounts are enabled on your account.
Note
All four types of subaccounts may not be available to you. Contact your account manager if you’re missing a type you want to create.
You’re signed in to your CertCentral account as an administrator. No other user role can create subaccounts.

Create a subaccount

In CertCentral, in the left menu, select Subaccounts.
On the Subaccounts page, select Create subaccount. Alternatively, you can send an invitation; see Send subaccount invitations.
On the Create subaccount page, enter the account information for the subaccount.
1. Subaccount type:
  Select a subacount type. Once created, contact your account manager to change its type. You can create the following subaccount types in CertCentral. See Create Managed subaccounts.
  - Retail
    Gives the user a CertCentral Retail account. Intended for users that have a few certificates and don't need complex Certificate management or account management features. Not all CertCentral features are available in a Retail account.
  - Enterprise
    Gives the user a CertCentral Enterprise account. All features available to the parent account are available to this subaccount.
  - Reseller
    Gives the user a CertCentral Partner account. Select this type if your user is a certificate reseller. All features available to the parent account are available to this subaccount.
2. Account manager (optional)
  Select a CertCentral user to manage this subaccount.
  By default, all administrators in your account can manage all subaccounts. To allow any other user role to manage this subaccount, set them as the account manager. An administrator can change this at any time.
3. Allow this subaccount to create the following types of subaccounts
  The subaccount you’re creating can create and manage subaccounts of their own.
4. Subaccount contact
  Enter the contact information for the user that this subaccount is registered to.
5. Organization details
  Enter the information about the organization to which this subaccount is registered.
6. Product billing:
  You can change a subaccount's billing settings once it has been created, unless the subaccount has an assigned contract.
  1. Bill subaccount: Orders placed by the subaccount are invoiced to and paid for by the subaccount.
  2. Bill your account name: Orders placed by the subaccount are invoiced to and paid for by your account.
    Force subaccount children to bill the subaccount
    Subaccounts created by this subaccount to be billed to your account.
    Currency
    Display the subaccount's pricing in their preferred currency. This affects the price displayed in the subaccount. The Parent account is still billed in its set currency.
    Product pricing
    Use default pricing: The subaccount receives standard pricing for all products in CertCentral.
    Customize pricing: Allows you to offer the subaccount unique pricing per product.
  3. Products:
    Select which products are available to this subaccount. If you select Customize pricing, set the unique pricing for each product. This can be changed later.

What's next

DigiCert automatically sends an email (subject: DigiCert User Account Created – Action Required) to the subaccount contact with a link and instructions for setting up their account credentials: password and two-factor authentication.

Is your CertCentral Partner account using DigiCert’s single sign in experience?

Then, DigiCert automatically sends another email (subject: [Action required] Welcome to DigiCert® account) to the subaccount contact with a link for signing in to their DigiCert® account. The subaccount contact uses their CertCentral credentials to sign in.

Signing into their DigiCert® account integrates CertCentral with the DigiCert® account. Now, the subaccount contact uses DigiCert® account to add and assign users to CertCentral. Then uses CertCentral to assign and manage user roles and permissions.

To learn more about the DigiCert® account – CertCentral integration, see User management tasks: CertCentral versus DigiCert® account.

Managing your subaccounts

On the Subaccounts page, you can manage all your subaccounts. Select an organization name to update subaccount details, change their billing settings, product pricing, and product availability.

To view orders placed by your subaccounts, go to the Subaccount orders page. In the left menu, go to Subaccounts > Orders.

In this section: