Sub-Account Management

Sub-Account Management Overview Sub-accounts are individual client accounts managed under your agency. Each sub-account operates as a fully functional account with its own campaigns, contacts, chats, and settings — while you keep oversight and control from your agency dashboard. Who can manage sub-accounts? The agency owner always can. Team members can too, as long as they've switched into the agency account (using the Switch account control at the top of the sidebar) and their role gives them Team Management access — the Admin role, or a custom override that grants Team Management. Editors and Viewers don't see the Sub Accounts page. To let a team member manage your client sub-accounts, invite them as an Admin or grant them Team Management permission (see Team Management ). Where to Find Sub Accounts Click Sub Accounts in the main sidebar — it sits on its own, just above Settings , near the bottom of the menu. It doesn't need to be opened from inside Settings, and it's only visible on accounts with the agency role. The Sub Accounts page: stat tiles up top, an Add account button, and a shortcut into SaaS Mode . At the top of the page you'll find four stat tiles — Sub accounts , With issues , Live campaigns , and Paused campaigns — a search box ( Search account by name or email… ), and two buttons on the right: a pill that jumps straight to SaaS Mode (see Agency Accounts ), and the green Add account button. Two Ways to Onboard a Sub-Account Before you create your first sub-acc