Sub-accounts or multiple users make it easy to organise teams or clients under one master account. You can keep billing and credits centralised, while giving everyone their own logins. There are two options to choose from, depending on whether you need fully separate workspaces or a shared one.
Option 1: Independent sub-accounts
Perfect if you need separate, self-contained accounts for different teams or departments to send messages.
Key highlights of independent sub-accounts:
Each sub-account has its own contacts, templates and message history.
No data is shared between accounts.
The master account manages credit purchases and can allocate or share credits.
Each sub-account has its own login and can be customised with specific permissions.
Option 2: Multiple users (or ‘forked’ users)
Ideal if your team wants to access a shared workspace with separate logins - most commonly for customer care teams to send messages and see responses.
Key highlights of multiple users:
All users share the same contacts, templates, messages and credits.
Each user gets their own login but works within the same shared workspace.
The master user manages credit purchases and can allocate or share credits.
Everyone sees the same credit balance and can use a shared reply number (we can whitelist this on request).
How to get sub-accounts enabled
STEP 1: Have a look at the options above and decide which type suits your team.
STEP 2: Chat with your account manager about the best fit. They'll get the right option set up for you.
STEP 3: Once your account manager has enabled this on your account, see our guide on how to add a new sub-account or user for step-by-step instructions.