Managing Client Sub-Accounts

Overview

Sub-accounts are individual client accounts managed under your agency. Each sub-account operates as a fully functional DM Champ account with its own campaigns, contacts, chats, and settings - while you maintain oversight and control from your agency dashboard.

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Creating Sub-Accounts

Step-by-step:

1. Go to Sub Accounts in the left sidebar.

2. Click Add Account.

3. Fill in the client's details:

   • First name and Last name

   • Email address (used as the login email)

   • Business name (optional)

   • Phone number (optional)

4. Click Sign Up to create the account.

After creation:

• A confirmation popup shows the generated password for the client.

• The client receives an email with their login credentials.

• The sub-account appears immediately in your sub-accounts list.

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Managing Sub-Account Access

Client login

Each sub-account comes with login credentials. You can:

• Share credentials with the client so they can manage their own account.

• Keep credentials to yourself and manage everything on their behalf.

• Use Assist mode to log into the sub-account from your agency dashboard (see below).

Assist mode

Assist mode lets you access a sub-account directly - as if you were the client - without needing their login credentials:

1. From your sub-accounts list, click the Assist button next to the account.

2. You are securely logged into the sub-account.

3. You can make changes, configure campaigns, manage chats, and troubleshoot issues.

4. Click Return to Admin to go back to your agency dashboard.

Each Assist session is secure and short-lived, so there is no risk of leaving a session open by accident.

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Credit Allocation and Tracking

How credits work with sub-accounts

In the default manual credit management mode:

• Credits are shared from your agency pool.

• When a sub-account uses credits (AI responses, campaigns, etc.), the deduction comes from your agency balance.

• Sub-accounts do not see the credit balance - they simply use the platform and you manage the pool.

Credit reselling mode

If you have configured credit reselling (see Agency Accounts):

• Sub-accounts can purchase credits directly through your custom checkout page (powered by Stripe, a secure payment processor).

• Purchased credits are tracked separately per sub-account.

• AI operations consume purchased credits first before falling back to your agency pool.

• You set the pricing through your agency pricing tiers.

Tracking usage

Monitor credit consumption across sub-accounts:

• Credit transaction history - View detailed logs showing which sub-account triggered each charge, the amount, the contact and campaign involved, and whether custom AI keys were used.

• Per-account totals - See aggregate credit usage for each sub-account.

• Agency dashboard stats - Get a high-level overview of total usage, active campaigns, and contact counts across all sub-accounts.

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Sub-Account Billing

Agency custom checkout

If you have set up credit reselling with your own Stripe account (Stripe is a secure payment processor):

1. Configure pricing tiers in your agency settings (e.g., "100 credits for $15," "500 credits for $60").

2. Optionally set a per-credit price for custom amounts.

3. When sub-accounts need credits, they are directed to your branded checkout.

4. Payments go to your Stripe account, and credits are delivered automatically.

Client billing portal

Sub-accounts with active subscriptions through your agency can access a customer billing portal to:

• View their billing history.

• Update payment methods.

• Manage their subscription.

You can generate a link to this portal from your agency dashboard and share it with the client.

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Dashboard Stats for Agency

Your agency dashboard provides aggregate statistics across all sub-accounts:

• Total active campaigns and their statuses.

• Credit usage broken down by sub-account.

• Contact counts across all sub-accounts.

• Campaign performance overview.

These stats help you understand which clients are most active and where to focus your attention.

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Campaign Copying Between Accounts

Copy proven campaigns from one account to another:

1. Open the source campaign.

2. Select Copy to Sub-Account.

3. Choose the target sub-account from the dropdown.

4. The campaign is duplicated with all settings intact:

   • Bot instructions and configuration

   • FAQ entries

   • Resources and links

   • Follow-up settings

   • Template content (note: templates may need re-approval for the new account's WhatsApp number)

This saves significant setup time when onboarding new clients with similar use cases.

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Sub-Account Limits

Your subscription tier determines how many sub-accounts you can create:

Tier	Sub-Account Limit
Starter	3
Growth	5
Scale	10 or 20
Agency	Unlimited

If you reach your limit and need more sub-accounts, upgrade to a higher tier.

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Best Practices

• Set up auto-recharge on your agency account to ensure sub-accounts never lose AI functionality due to credit depletion.

• Use campaign copying to quickly onboard new clients with templates that already work.

• Monitor credit usage regularly to catch unexpected spikes before they drain your credit pool.

• Keep Assist mode for support - rather than sharing agency credentials, use Assist mode to help clients directly from your dashboard.

• Configure credit reselling if you want sub-accounts to pay for their own usage, creating a revenue stream for your agency.

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Need Help?

If you have questions about sub-account management, reach out via our help form.