Our platform provides two different types of accounts. These accounts are Main Accounts and Sub-Accounts. This document will help you understand the difference between the two for your knowledge when using our dashboard.

Main accounts are the accounts that you and your team will use to manage your company as well as each of your clients. Main accounts have access to the entire platform and all of the applications that we have to offer. This includes:

In addition to all of these services and programs, you will have access to the Sub-Account management system, which allows you to purchase an account for your client and invite them to use your custom-branded dashboard.

Main accounts will also be able to review data concerning their sub-accounts within specific applications. You will be able to quickly browse analytics about your sub-accounts’ ad campaigns, website, SEO, Listings Manager, social media, and more within the Projects application.

The Projects app also effectively acts as a built-in task management system that your team can use to check in on each of your sub-accounts’ activities.

Sub-accounts function nearly the same as Main Accounts, but exist below the Main Account that associates with them. Their dashboard will feature your company’s branding, but otherwise, look and operate the same.

However, there are several applications and features that a sub-account will not have access to, including:

In addition to removing these, sub-accounts will not be able to select a website within the Sites application. They will instead receive a message instructing them to reach out to you for more information on how to obtain a new website that they can use within the Sites application. Please refer to our help articles for more information on how to do this.

Additionally, any applications or settings that refer to InstaSites, InstaReports, or Projects will see those features removed. This includes removing those sections from Contacts cards, Dashboard widgets, Deals, Settings, etc.

Finally, sub-accounts will not have access to your sub-account management page, nor their own. This is because a sub-account cannot invite other sub-accounts to join our platform.

Effectively, your sub-accounts will only be able to see and interact with information that pertains to their business and will not be able to see any white-labeled materials or information regarding your personal account.