Manage Accounts

Enterprise customers can use the Infinity Portal to create and manage their own organizational hierarchy within the portal. This allows large, independent enterprise customers to organize multiple sites or branches under a single parent account and manage permissions, resources, and visibility efficiently. It can be especially useful for complex organizations with multiple subsidiaries or locations, such as companies with branches in different countries.

The Manage Accounts page appears in Infinity Portal accounts that have created sub-accounts (child accounts).

Dashboard

The dashboard provides visibility into your managed sub-accounts in a single pane of glass.

With the dashboard, you can see and search:

  • Your sub-accounts and their sub-accounts

  • Total number of sub-accounts, including accounts with trial and paid contracts

  • Accounts with services that require activation

  • Accounts with contracts close to expiration

  • Accounts with expired contracts

  • Accounts with operational issues (for more information, see Issues)

When you click one of the dashboard widgets, it applies a corresponding filter and opens the Filters side panel. You can simultaneously use more than one widget or filter criterion.

Accounts

The Manage Accounts page contains a list of all sub-accounts associated with the current account.

How to Manage Sub-Accounts

You can create a hierarchy of sub-accounts, such as company branches, departments, or sites, under your main customer account. The sub-account inherits users from the parent account based on group inheritance settings. To configure group inheritance settings, see User Groups.

To navigate from a sub-account to its parent account, from the top toolbar, click the arrow icon .

Site License Distribution

Site License allows a parent account (such as a large organization or service provider) to centrally manage User Center licenses and distribute them to direct child accounts in Infinity Portal. This feature helps you:

  • Allocate unused license seats to child accounts.

  • Streamline license management.

  • Reduce manual support intervention.

Important - Site License applies only to direct child accounts, not sub-children.

Licenses

  • Supported: Harmony Email & Collaboration subscription licenses received through User Center.

  • Not supported: Other license types (for example, CloudGuard) remain with the parent account and are not distributed.

When site license is enabled for a parent account, all eligible licenses for the supported service are automatically made available for distribution to direct child accounts. Licenses that meet the eligibility criteria - such as being issued through User Center - are included in the distribution process without requiring manual selection.

Child accounts see the licenses in their portal, marked as Site License and referencing the parent account’s User Center ID. Parent accounts can view total license allocation and usage, while child accounts see only their own usage and the source of the license.

Prerequisite

Your account must be a parent account (Customer Parent, MSSPClosed Managed Security Service Provider (MSSP) - An managed security service provider (MSSP) provides outsourced monitoring and management of security devices and systems. Common services include managed firewall, intrusion detection, virtual private network, vulnerability scanning and anti-viral services., or Distributor) in Infinity Portal.

Authentication

Viewing Service Status

You can see each service open for the account as an individual tag in the accounts table. To easily read the service status, refer to this color scheme:

Color

Tag

Description

Grey

The service is active; the contract is active.

Yellow

The service is active, but its contract is about to expire.

Red

The service requires activation, or the contract has expired.

Blue

 

The contract is pending approval.

Viewing and Editing Sub-Account Details

You can view and edit sub-account details from a parent account. You can also view and edit sub-account details in the General section of the sub-account settings.

To view and edit sub-account details:

  1. From the top toolbar, navigate to > Manage Accounts.

  2. In the table, select an account name. If the account name does not appear, enter it in the search bar.

  3. Use the tabs on the bottom pane to view and edit these details: