- Products
- Sub-Account Access
One portal. Many accounts. Zero confusion.
Exsited supports nested client structures — giving you fine-grained control over who sees what, who approves what, and how data flows between parent and child accounts.
Framing the Problem
Many client workflows involve layers — a parent company, multiple sub-sites or departments, or contractors with delegated access. Exsited gives you the tools to manage these structures cleanly, without building custom code or managing exceptions manually.
- Delegate access without losing oversight
- Support branch/site-level portals with group roll-ups
- Manage approvals across parent-child account tiers
Flexible account structures. Locked-down visibility.
1. Parent–Child Account Hierarchies
Link sub-accounts to a main client profile for reporting and access
2. Tiered Permissions
Control what each level can view, submit, or approve
3. Cross-Account Visibility Rules
Let parents see child submissions — or isolate fully
4. Delegated Access
Allow nominated users to act on behalf of linked accounts
5. Approval Flow by Tier
Route actions through specific roles depending on account type
6. Activity Logs & Overrides
View who accessed or edited what, across any tier
Built for layered workflows.
Examples include:
- Compliance teams managing clients with multiple facilities
- Franchisors managing submissions from franchisees
- Exporters with agents submitting on behalf of growers
- Health providers managing corporate clients by department
- Multi-brand suppliers managing sub-retailers under a parent group
Admin tools that stay intuitive — even at scale.
Admins can configure access rules, override visibility, and switch between accounts — without writing a line of code. Set templates by account type, use conditional logic to simplify routing, and view access logs in one place.
