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Creating Subaccounts

How to create a subaccount​

  1. Log in to your parent account.
  2. Open Account Settings (gear icon, top right) and click the Sub Accounts tab.
  3. Click Add Sub Account.
  4. Enter the subaccount name and contact details.
  5. Click Save.

The subaccount appears immediately in the subaccount switcher in the left sidebar.

Switching into a subaccount​

  1. Use the subaccount switcher in the left sidebar.
  2. Select the subaccount from the list.
  3. The dashboard reloads scoped to that subaccount.

All work done after switching (creating lists, sending mail, configuring webhooks) is scoped to the selected subaccount.

Tips & best practices​

  • Create the subaccount before starting any client work so all assets are isolated from the start.
  • Set up Branding Builder inside each subaccount before creating any Image Templates.
  • Use a consistent naming convention (e.g., "ClientName - Region") to keep the switcher easy to scan.