# Agency Accounts ## What Are Agency Accounts? Agency accounts let you manage multiple client accounts from a single dashboard. Instead of logging into separate accounts for each client, you get a centralized view where you can create sub-accounts, monitor campaigns, allocate credits, and switch between clients instantly. This is designed for marketing agencies, consultants, and resellers who manage DM Champ on behalf of multiple businesses. *** ## Shared Credit System One of the key differences between agency accounts and regular accounts is how credits work: * **Credits are shared** between your agency account and all sub-accounts. * When a sub-account uses credits (for AI responses, campaigns, etc.), the credits are deducted from your agency's balance. * Sub-accounts do not see the credit balance - they only see their usage. You, as the agency, manage the overall credit pool. **Example:** You have 1,000 credits in your agency account. Client A sends a campaign to 50 contacts (50 credits). Client B's AI bot responds to 30 conversations (30 credits). Your remaining balance is 920 credits. *** ## Creating Sub-Accounts ### Step-by-step: 1. Go to **Sub Accounts** in the left sidebar. 2. Click **Add Account**. 3. Enter your customer's details: * **Name** - The client's business or contact name. * **Email** - The client's email address (used for login). * **Any other required fields** - Fill in as needed. 4. Click **Sign Up**. ### What happens next: * A new sub-account is created immediately. * A popup appears showing the **login password** for the client. * The client also receives an **email** with their login credentials. * The sub-account is ready to use. *** ## Client Login Credentials When you create a sub-account: * The client receives an email and password they can use to log in to their own account. * Giving clients login access is **optional** - you can manage everything on their behalf if you prefer. * If the client logs in, they see their own dashboard with their campaigns, contacts, and chats. They do not see your agency dashboard or other sub-accounts. * Credit balance is hidden from sub-accounts since you manage the shared credit pool. *** ## Switching Between Sub-Accounts To switch to a sub-account's view: 1. Look for the **account dropdown** selector (typically in the top navigation or sidebar). 2. Click it to see a list of all your sub-accounts. 3. Select the sub-account you want to manage. 4. The dashboard switches to that sub-account's context - you will see their campaigns, contacts, chats, and settings. To return to your agency dashboard, select your main agency account from the same dropdown. *** ## Credit Usage Tracking As an agency, you can track how credits are being consumed across all sub-accounts: * **Agency dashboard stats** - View aggregate usage across all sub-accounts. * **Per-sub-account tracking** - See how many credits each sub-account is using. * **Credit transaction history** - Review detailed records of credit deductions including which sub-account triggered each charge, the contact involved, and the campaign. * **Sub-account credit usage dashboard** - When credit reselling is enabled, view a dedicated dashboard showing each sub-account's purchased credits, consumed credits, and remaining balance. This visibility helps you understand your costs, identify high-usage clients, and set appropriate pricing for your services. *** ## Credit Reselling Credit reselling lets you sell DM Champ credits to your sub-accounts at your own pricing, creating a revenue stream for your agency. This feature is available on the **Agency** plan and is gated behind the **white-labeling** feature flag. ### How It Works 1. **Enable credit reselling** in the Edit Sub Account modal by toggling the credit management mode from manual to reselling. 2. **Set your pricing** - Define credit packages and per-credit pricing that your sub-accounts will see when they purchase credits. 3. **Minimum pricing enforcement** - DM Champ enforces a minimum credit price to ensure sustainable pricing across the platform. 4. **Sub-accounts purchase credits** through your custom checkout (powered by Stripe). Payments go directly to your connected Stripe account. 5. **Credits are delivered automatically** to the sub-account after purchase. ### Setting Up Credit Reselling 1. Go to your sub-accounts list. 2. Click **Edit** on the sub-account you want to configure. 3. In the Edit Sub Account modal, find the **credit management mode** toggle. 4. Switch from **manual** (where credits come from your agency pool) to **reselling** (where the sub-account purchases their own credits). 5. Configure your pricing tiers and per-credit price. 6. Make sure your Stripe account is connected in your agency settings. ### Pricing Configuration * **Pricing tiers** - Define credit packages your clients can purchase (e.g., "Starter Pack: 100 credits for $15"). * **Per-credit pricing** - Set a custom price per credit for flexible purchases. * **Minimum credit pricing** - DM Champ enforces a minimum price per credit to maintain platform sustainability. You can set your price at or above this minimum. ### Webhook Auto-Recharge (Custom Payment Provider) If you prefer to use your own payment system instead of Stripe, you can set up webhook-based auto-recharge. This lets you handle payments through any provider you like (bank transfers, local payment gateways, custom billing systems, etc.) and then grant credits automatically through our API. **How it works:** 1. Go to your agency **Reselling settings**. 2. Find the **Auto-Recharge Webhook** section. 3. Enter your **webhook URL** — this is the web address of your server that will handle the payment. 4. Click **Save**. Once configured, whenever a sub-account's credit balance drops below their auto-recharge threshold: * DM Champ sends a notification to your webhook URL with the sub-account's details and how many credits they need. * Your server processes the payment however you like (charge the client's card, create an invoice, deduct from a prepaid balance, etc.). * After payment is confirmed, your server calls the DM Champ API to grant the credits to the sub-account. This gives you full control over how you collect payment from your clients while still keeping auto-recharge fully automatic. For the technical details on the webhook payload and API call, see the [Webhooks](https://help.dmchamp.com/integrations/webhooks) and [API Access](https://help.dmchamp.com/integrations/api-access) documentation. ### Sub-Account Credit Dashboard When credit reselling is active, you can monitor each sub-account's credit activity: * Credits purchased and total spend * Credits consumed and remaining balance * Usage trends over time *** ## Campaign Copying to Sub-Accounts You can copy a campaign from your agency account (or any sub-account) to another sub-account: 1. Open the campaign you want to copy. 2. Select the option to **Copy to Sub-Account**. 3. Choose the target sub-account. 4. The campaign is duplicated to the selected sub-account with all its settings, instructions, FAQs, and configuration. This is a powerful time-saver when you have a proven campaign template that works across multiple clients. *** ## Assist Mode Assist mode lets you log into a sub-account's dashboard directly from your agency account, as if you were the client: 1. From your sub-accounts list, click **Assist** (or the assist icon) next to the sub-account. 2. You are logged into their account with full access. 3. Make changes, troubleshoot issues, or configure campaigns on their behalf. 4. When finished, click **Return to Agency** to go back to your agency dashboard. This is especially useful for providing hands-on support to clients without asking them to share their login credentials. *** ## Managing Sub-Account Features Depending on your agency tier, you can control which features each sub-account has access to. Feature allocation is managed through your agency settings and pricing tiers. *** ## Need Help? If you have questions about agency accounts or sub-account management, reach out via our [help form](https://dmchamp.com/help).