Managing subaccounts can get tricky as numbers escalate. Whether because a customer canceled their subscription, you need to merge multiple accounts into one, or remove a test account, you might need to delete an account from your system. Let’s go over how to achieve it.

Deleting A Subaccount #

Inside the Agency View, switch to the Sub-accounts section, find the location you wish to remove, and click the three-dot icon.

Click the “Manage Client” option.

In the top right corner of the sub-account management page, click on “Actions” and then select “Delete”.

Check the confirmation boxes, then click “Delete Account” to confirm the deletion. This step is crucial as it allows for a final review, ensuring no pending invoices or important data are overlooked before deletion.

Reconfirm you want to delete the account by checking the boxes and typing Delete. After confirming, click “Schedule for Deletion”. This provides a window to reverse the deletion if necessary.

Undoing Deletion #

After scheduling for deletion, you can undo the process by clicking Stop Delete Operation.

If you didn’t undo the deletion immediately, you can do so by selecting the option to “Stop Deletion” from the sub-account section.

Deleting a subaccount will remove all associated phone numbers and services, stopping related charges and helping you manage connected accounts. Simplifying your work and helping you focus on active customers.

Frequently Asked Questions #

Can I recover a deleted sub-account? #

Once a sub-account is deleted, it cannot be recovered. Ensure all necessary data is backed up before deletion.

What happens to the data within a deleted sub-account? #

All data, including contacts and communication logs, will be permanently removed. It’s important to export any essential information beforehand.

Can I delete a sub-account with an outstanding invoice? #

It’s recommended to resolve all financial matters before deleting a sub-account to avoid complications.

Is there a way to reverse a deletion after scheduling it? #

Yes. After scheduling, you can click Stop Delete Operation, or later choose Stop Deletion from the sub-account section during the reversal window.

Where do I start the deletion process? #

In Agency View, open the Sub-accounts section, click the three-dot icon on the account, select Manage Client, then use Actions > Delete.

What happens to phone numbers and services when I delete a sub-account? #

Deleting a sub-account removes all associated phone numbers and services and stops the related charges.