The Accounts page serves as a central hub for visualising Sub-Account information. It provides a comprehensive overview of all sub-accounts, including their verification status, balance, and associated details.
The Sub-Accounts List displays all sub-accounts in a table format, highlighting key information such as:
- Verification Status: Indicates whether the Sub-Account is verified, pending verification, or some other status.
- Name: The name of the Sub-Account holder.
- Email: The email address associated with the Sub-Account.
- Created: The date and time when the Sub-Account was created.
Clicking on any Sub-Account in the list will open a detailed view, revealing the full details of that Sub-Account, including their balance, bank details for payouts and any associated metadata.
Sub-Accounts can have various verification statuses, each indicating their current state:
- Verified: The Sub-Account has been successfully verified.
- Required: Additional information is required to complete the verification process.
- Not Required: Verification is not required for this Sub-Account at this time. This status may apply to certain types of sub-accounts or under specific conditions.
- Under Review: The verification process is currently underway.
The Sub-Accounts page includes a filter section on the left-hand side, allowing users to filter sub-accounts by:
- Start and End Date: Select a date range to view sub-accounts created within that period (up to 60 days).
- Sub-Account ID: Enter a specific Sub-Account ID to filter sub-accounts related to that ID.
- Email: Enter a specific email address to filter sub-accounts related to that email.
For more information on managing Sub-Accounts, please refer to our Sub-Accounts page.