Sub-Accounts let you manage multiple client or business environments from a single agency view. The articles in this section help you navigate, configure, and get the most out of your Sub-Accounts.

Frequently Asked Questions #

What is a Sub-Account? #

A Sub-Account is an individual client or business workspace that lives under your agency account. Each Sub-Account has its own contacts, settings, and tools while remaining centrally managed.

How do I switch between Sub-Accounts? #

Use the account switcher in the main navigation to move between your agency view and any individual Sub-Account you have access to.

Can I create more than one Sub-Account? #

Yes. You can create as many Sub-Accounts as your plan allows, each representing a separate client or business.

Who can access a Sub-Account? #

Access depends on the user permissions you assign. Agency-level users can be granted access to specific Sub-Accounts, and Sub-Account users only see the workspace they belong to.

Where can I learn more about managing Sub-Accounts? #

The articles in this Sub-Accounts section cover common tasks such as configuration, permissions, and day-to-day management.