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[H] Setting Up Parent and Child Hosts Across Locations

Managing multiple locations? Our new step-by-step guide shows you how to set up Parent and Child accounts to centralize control, manage site-level permissions, and streamline multi-location operations.

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Written by Patrick Hodell

  1. From the Programs Dashboard in Matchio click on Company Profile

    2. While in Company Profile, click on Locations and click +New Location to add a Child Account

3. Fill in the location for the child account - make sure the address is validated. Click Create!

4. After saving, Matchio redirects you to the Locations tab. The child account will display a status of Pending.

5. Click on the Drop Down at the top to switch to the new child account you just created.

6. Complete the Account Set up for the Child Location just like you did for the Parent account.

Pro Tip: Logging in with the Parent Account email grants access to all Child accounts. If local team members only need access to a specific Child account, add them under the Users tab.

7. Choose the season and complete the Partnership Profile for this location.

8. You can always see all Host accounts by clicking on Companies!

Extra: Click your username in the upper-right corner, then click Companies. From here, you can see your complete family tree.

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