Delivering for clients
Sub-accounts
Give a client a workspace of their own that your agency still runs, start it from a template, and keep the client's portal working.
What a sub-account is
A sub-account is a separate workspace that your agency created 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
- Open Team → Agency. The page lists every sub-account with today’s numbers: clients, last activity, spend, what needs you, and how many of your staff are in it.
- Type a name and press Create sub-account. If you have templates, pick one under Start from first.
- 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.
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
History and detaching
History on a row shows what happened to that sub-account: created, staff synced, opened by your staff, detached. Detach ends your staff’s access at once; the workspace keeps everything else. The sub-account’s owner can also detach from their own Settings.