Skip to main content

Virtual accounts explained

In this article, we explain where virtual accounts are used in the system and how to mark and unmark them where needed.

Donna Parker avatar
Written by Donna Parker
Updated over a month ago

Virtual accounts help maintain your site hierarchy and ensure the structure stays connected when staff are deactivated. They don’t appear in stats or reports, and you’re not charged for them. Below are some scenarios when a virtual account is put in place.

  • All sites will be set up and have an associated virtual account which is used to position the site in the hierarchy.

  • When a staff member (who makes part of a link in the hierarchy structure) is deactivated, a virtual account may automatically be put in place so that the hierarchy does not disconnect.

  • Some users may be marked as a virtual account so they don't show on the stats or reports.

Manage virtual accounts

Follow the steps below to mark or unmark an account as virtual in the Admin Tool.

  1. Sign in to the Admin Tool

  2. Click Employees

  3. Search for the account and select it when it appears

  4. In the top right corner, tick or untick the Virtual tick box as required

  5. Scroll down and click Save

Did this answer your question?