Main Accounts Overview
Main accounts function as the central command center for you and your team to manage your company and each of your clients. With a main account, you get access to a wide variety of features and applications on our platform, including but not limited to:
A Custom Dashboard
Contacts
InstaSites
InstaReports
Sites (with agency templates)
Templates
Deals
Inbound
Analytics
Forms
Projects
Conversations
Billing
Custom Domains
Custom Email Domains
Branding
Fulfillment Center
Affiliate Program & Payments
Note: The main accounts grant access to the Sub-Account management system. You can invite sub-accounts to use your custom-branded dashboard.
Main accounts can review and analyze sub-account data within specific applications. These analytics provide insights about your sub-accounts' ad campaigns, websites, SEO, Listings, social media, and more within the 'Projects' application.
The Projects application serves as a built-in task management system. Your team can use it to monitor the activities of your sub-accounts.
Sub-Accounts Overview
Sub-accounts operate similarly to main accounts but are associated with and exist under a main account. Sub-accounts feature your company's branding on their dashboards. Sub-accounts are the accounts belonging to your clients or customers, and their version of the dashboard is a bit different than yours as a main account.
Despite the similarity, there are certain applications and features that sub-accounts lack, including:
InstaSites
InstaReports
Projects
Fulfillment Center
Affiliate Program & Payments
Sub-accounts also cannot select a website within the 'Sites' application. They will receive a message guiding them to contact you for information on acquiring a new website they can use within the 'Sites' application.
Additionally, sub-accounts will not find features that reference InstaSites, InstaReports, or Projects. This means those sections will be absent from Contacts cards, Dashboard widgets, Deals, Settings, etc.
Finally, sub-accounts cannot access your sub-account management page, nor do they have their own. A sub-account cannot invite other sub-accounts to join our platform. Sub-accounts can however add other users to use their sub-account.
Note: Sub-accounts can only view and interact with information related to their business. They won't see any white-labeled materials or information about your personal account.