What is Scoped to a Subaccount
Scoped per subaccount (isolated)
The following data is created in the subaccount that is active when you create it, and while you are in a subaccount you only see that subaccount's items:
| Resource | Scoped to subaccount? |
|---|---|
| Mailing Lists | Yes |
| Recipients | Yes |
| Creatives | Yes - the Creatives library shows the active subaccount's creatives, new creatives are saved to it, and a creative added from a share link lands in it |
| Front designs and messages (image and message templates) | Yes - each belongs to its creative, so it follows that creative's subaccount |
| Campaigns | Yes |
| Orders | Yes |
| Branding and default backs | Yes |
| Return address | Yes - each subaccount can have its own; without one, the main account's is used |
Shared with the parent
| Resource | Shared with parent? |
|---|---|
| Billing (payment method, credits, invoices) | Yes - parent pays for all subaccounts |
| Plan tier and feature access | Yes - all subaccounts inherit the parent's plan |
| Mail Preferences (address checks, gift card settings, handwriting defaults) | Yes - set on the main account, applied to every subaccount |
| API keys and API settings | Yes - managed on the main account under Settings → API Access |
| Webhooks | Managed on the main account under Settings → Webhooks. A webhook with no Subaccount chosen receives events from the main account and every subaccount; choose a subaccount to limit it to that one |
| Suppression Lists | A suppression list belongs to the account it was created in, but it blocks mail in every order, from the main account and all subaccounts |
| Analytics | The Analytics page always covers the whole account, including every subaccount |
Tips & best practices
- Build all client-specific assets while inside the client's subaccount context.
- If you can't find a list or creative, check which account you're in with the sub-account switcher at the bottom of the sidebar.
- Set up Branding inside each subaccount before creating creatives.
Main account-only settings
Some settings edit the main (parent) account itself, so they are only available from it. While a subaccount is active, these items are greyed out in the account menu (top right) and in the settings menu, with the note Please Use Main Account To Edit, and opening one by its address takes you back to Profile:
- Sub Accounts (creating, editing, and deleting subaccounts)
- Mail Preferences
- Payment Method, Subscription Plan, and Billing History
- API Access and Webhooks
Profile and Audit Log stay available inside a subaccount. To reach the others, choose Main Account in the sub-account switcher at the bottom of the sidebar.
Limits & gotchas
- You cannot move Mailing Lists, creatives, or campaigns between subaccounts or between a subaccount and the parent. To reuse a creative in another subaccount, share it and open the share link while that subaccount is active.