Sub-accounts

What a sub-account is

A sub-account is a separate workspace that your agency created or linked and manages. Its owner runs it; your owners and admins are admins in it, so your team can work inside it, add clients and members, and change settings. They cannot change its billing, delete it, or remove its owner. Sub-accounts are part of the Agency plan.

Create one

1. Open Agency → Sub-accounts (the Agency tab appears when Agency mode is on in the account menu). The page lists every sub-account with today’s numbers: clients, last activity, spend, what needs you, how many of your staff are in it, its template and its wallet.
2. Type a name under New sub-account name and press Create sub-account. If you have templates, choose one in the menu next to the name first (it reads No template until you do).
3. Press Open on the row to switch into it. The workspace switcher lists your sub-accounts under your agency.

Your owners and admins are added to every sub-account and kept in sync: promote someone to admin in your workspace and they gain the sub-accounts; remove them and they lose them.

From chat

Ask your agent, for example: “Make a sub-account for Aesthetic Growth Ventures and invite [email protected] as its owner.” It shows an approval card first, with the name, who gets invited and how it is billed. Nothing is created until an owner or admin approves it. Then the sub-account exists, you own it, and the person gets an invitation email for the role you asked for (owner, admin or member).

To give an existing client a sub-account, name the client instead: the client’s own email owns it and gets a sign-in link, as Give a client their own workspace below does.

A sub-account’s AI usage is billed to your agency’s credits, and it runs on your agency’s plan. If your plan doesn’t include sub-accounts, or you’ve used every one it allows, the agent says so and files no card.

Link an existing workspace

1. Open Agency → Sub-accounts.
2. Under Link existing workspace, choose a workspace from Choose a workspace you own.
3. Press Link existing workspace, then confirm. Your agency becomes the payer; the linked workspace keeps its ID, content, members and settings. No new workspace is created.

You must own the workspace you link. It must be standalone, without active sub-accounts or a live standalone subscription, and your agency’s plan must have room for another sub-account.

A business can be a client and a sub-account

A client is your agency’s CRM record for a business. A sub-account is the business’s separate workspace. Link the two to show Client and Sub-account together on the client profile, client roster and Agency row.

• From Agency: press Link to client on the existing sub-account’s row, choose a client, then confirm. Add client opens the normal client-creation dialog; after creating the record, confirm the association.
• From a client profile: under Their own workspace, choose an active sub-account from Link existing sub-account, then confirm.

The sub-account must already belong to this agency. One sub-account can have one associated client record, and a client must be unlinked before choosing another workspace. Linking requires an agency owner or admin with workspace-management permission and permission to edit that client.

Linking changes the client association only: it does not create a workspace, move files, migrate onboarding, invite a portal user, change memberships or modify billing settings. The existing workspace keeps its ID and its native owners. The card says Linked workspace rather than showing migration progress. View client opens the agency’s CRM record; Open workspace switches into the business’s workspace.

If the client already has a prepaid wallet, the sub-account’s existing wallet rules resolve that wallet through the client association. Linking does not create a wallet or subscription.

Unlinking, archiving and detaching are different

• Unlink client clears only the client-to-workspace association. The client record remains, and the workspace stays an active sub-account with its existing members and agency payer.
• Archive on the client profile removes the client from active CRM rosters and routines. It does not detach the sub-account. Agency shows Archived client beside Sub-account; View client still opens the archived record, where it can be restored or unlinked. Restore it before making a new association.
• Detach removes the workspace’s agency relationship and clears any associated client pointer. The CRM record, workspace data and native owners remain. Agency-added access and agency billing end.
• Archive in your personal workspace switcher only hides the workspace for you. It does not unlink the client or detach the workspace.

Invite your team

Open Settings → Team, then Members. Press Invite people, type their email addresses, choose a Role, then press Send invite. The invitation email comes from your sending domain once you have one and have turned on sending from it (see Send email from your own domain); until then it comes from the platform address, signed with your name. The link in it opens your app domain once you have connected one.

Templates

A template is a workspace’s playbooks, routines, pipelines, portal setup and branding, saved once and applied to new sub-accounts. In Settings → General → Organization, press Save as template on the workspace you want to copy. Members, clients, conversations and secrets are never part of a template. A sub-account created from a template shows the template’s name in the Agency list while it is being applied.

Give a client their own workspace

On a client’s page, under Their own workspace, press Give their own workspace. The client’s portal account becomes the owner of a new sub-account, your staff are added as admins, the client’s files move in, and the client receives an email with a sign-in link (from your sender, once sending from your domain is on). Their client portal on your workspace keeps working. Press Open on the same card to switch into their workspace later.

History and detaching

History on a row shows what happened to that sub-account: created, linked, staff synced, opened by your staff, detached. Suspend makes a sub-account read-only until you resume it. Cancel at period end ends its plan at the end of the period. Detach removes access added by the agency link; the workspace keeps its data, owner and pre-existing members. The sub-account’s owner can also detach from their own Settings.

Archive in the account-menu workspace switcher hides a workspace only for you. It does not detach it, delete its data or stop its runtime.