Subaccounts Overview

The Sub Accounts tab in the agency view is where you can create, view, and manage all your subaccounts. You'll find some important information about each subaccount and even send scheduled reports to the sub account admins from this section.

Starting at the top right corner, you can create a new sub account or access scheduled reports.

Below that, you can organize subaccounts more efficiently by searching for a specific subaccount name, selecting deselecting columns or sorting them based on different criteria.

Understanding the Sub Account Card

Each subaccount is represented by a card that displays essential information.

At the top left, you'll find the subaccount's name and address.
In the top right corner, there are key performance metrics for the subaccount.

At the bottom of each card, you'll notice small icons that indicate which services are active for that subaccount. This includes information about whether WordPress and Yext are enabled, whether SaaS Mode is active, if a SaaS subscription is in use, and if phone or email rebilling is enabled. Additionally, it shows whether phone or email management is handled by LC.

These icons provide a quick snapshot of the subaccount's status and settings.

To access more detailed information about a specific subaccount, you can click on the subaccount's name or select the three dots at the bottom right corner of the card and then click on "Manage Client."

Now that you are on the accounts detail page, you can edit the account details like the Contact info for the account, and the account name and address.

Below that, you can disable the offer for Yext, Conversation AI, Wordpress, etc.

Enable SaaS Mode if it is not turned on already. If it is turned on, on the right side you will be able to manually enable or disable the default products/features set by the SaaS configurator.

You can see the account wallet, with the ability to debit or credit credits, as well as set monthly complimentary credits. And choose to rollover credits next month.

Below that, you can control the enable / disable rebilling for each service as well as change the rate which will only affect the specific subaccount you are on.