How to Add Pipeline(s) to Your Sub-Accounts: 3 Easy Methods

Adding pipeline(s) to your sub-accounts doesn’t have to be complicated.

Here’s a quick guide to get you started.

1. For Sub-Accounts Created Through Checkout:

• Click your profile icon (upper right-hand corner).
• Go to White Label > Stripe.
• Select "Add Plan" (or edit an existing plan).
• Locate the drop down labeled "Automatically Add these Pipelines to New Accounts".
• Choose the pipeline(s) you want to add.
• Click "Save" to finalize.

2. For Sub-Accounts Created Through a Webhook:

• Click your profile icon (upper right-hand corner).
• Navigate to Webhooks.
• Create a "Create Sub-Account" webhook (or edit an existing one).
• Locate the dropdown labeled "Automatically Add These Pipelines to New Accounts".
• Select the pipeline(s) you want added.
• Click "Save Changes" once done.

3. Adding Pipelines to an Already-Created Sub-Account:

• If the sub-account already exists, you can manually share the pipeline.
• Open the pipeline you want to share.
• Click the Settings Icon (gear/cog icon).
• Select "Share Pipeline".
• Click "Copy to Clipboard" to get the sharing link.
• Send the link to your client—they can use it to add the pipeline to their account.