Managing Sub-Accounts

What Are Sub-Accounts?

Sub-accounts let agencies manage multiple client businesses from a single Growul login. Each sub-account is a fully isolated workspace with its own contacts, deals, emails, invoices, and settings — but managed centrally by the agency.

Creating a Sub-Account

1. Go to Agency > Sub-Accounts
2. Click New Sub-Account
3. Fill in:

• Company name — the client's business name
• Industry — helps pre-configure relevant settings
• Timezone — the client's primary timezone
• Owner email — the client's login email (optional — you can invite them later)

1. Click Create

The sub-account is provisioned instantly and appears in your company switcher.

Switching Between Accounts

Use the company switcher in the top-left corner to jump between your agency account and any sub-account. Your agency account is always listed first.

Client Access

Inviting Clients

Give clients direct access to their sub-account:

1. Switch to the sub-account
2. Go to Settings > Team
3. Click Invite Member
4. Enter the client's email and assign the Admin or Member role
5. The client receives an invitation email with a login link

Permission Levels

| Role | Capabilities |

| --- | --- |

| Agency Owner | Full access to all sub-accounts, billing, white-label settings |

| Admin | Full access within the sub-account (cannot access other accounts) |

| Member | Limited access based on assigned permissions |

| View Only | Read-only access — cannot modify data |

White-Label Mode

On the Agency plan, you can white-label the entire platform:

1. Go to Agency > White-Label Settings
2. Configure:

• Custom domain — use your own domain (e.g., app.youragency.com)
• Logo and branding — replace Growul branding with your own
• Custom email domain — send system emails from your domain
• Custom login page — branded login experience for clients

1. Save and publish

Clients will see your branding throughout — they will not know they are using Growul unless you tell them.

Snapshots

Snapshots let you copy a preconfigured setup to new sub-accounts:

1. Set up a "template" sub-account with pipelines, workflows, email templates, and settings
2. Go to Agency > Snapshots
3. Click Create Snapshot from that account
4. When creating new sub-accounts, apply the snapshot to clone the entire configuration

This is especially useful for agencies that serve a specific niche (e.g., real estate, dental, HVAC) and want a consistent setup for every new client.

Billing and Reselling

Agency Billing

By default, the agency pays for all sub-accounts under a single subscription.

Reseller Billing

With SaaS mode enabled, you can:

• Set your own pricing for sub-accounts
• Bill clients directly via Stripe
• Collect recurring payments automatically
• Earn margin on every client

Go to Agency > SaaS Mode to configure reseller pricing and payment collection.

Best Practices

• Use snapshots for consistent onboarding across clients
• Set up role-based permissions so clients can self-serve without breaking things
• Monitor all accounts from the agency dashboard — see key metrics across all sub-accounts in one view
• Standardize workflows — create master workflow templates in your agency account and deploy them to sub-accounts via snapshots