Sub-Accounts

Sub-accounts represent the client businesses or locations that your agency manages. Each sub-account has its own tickets, contacts, departments, and team members — completely isolated from other sub-accounts under your agency.

How sub-accounts are created

Sub-accounts are automatically provisioned when you install the helpdesk app on a client location in your CRM marketplace. There is no manual creation step — the connection between CRM and helpdesk handles it.

Managing sub-accounts

Navigate to Agency Admin > Sub-Accounts to see all accounts under your agency. For each sub-account you can see:

• Name — The business or location name (synced from your CRM).
• Status — Active, suspended, or pending deletion.
• Created date — When the sub-account was first provisioned.

Your own sub-account

As an agency owner, you can designate one sub-account as your own agency sub-account. This sub-account is included free in your subscription and does not count towards your seat limit.

Suspension and deletion

When a sub-account is disconnected from your CRM (e.g. the app is uninstalled from that location), it is soft-deleted with a 30-day grace period:

• During the grace period, the sub-account is suspended — users cannot access it, but all data (tickets, contacts, settings) is retained.
• You can restore the sub-account at any time within the grace period by reinstalling the app.
• After 30 days, the sub-account and its data are permanently removed.

Sub-account limits

The maximum number of active sub-accounts depends on your subscription tier. During beta, the limit is 3 sub-accounts. Attempting to provision additional sub-accounts beyond your limit will show an error.