Getting Started with Agency Subaccounts
This guide provides a step-by-step walkthrough for agency owners to manage their client accounts, referred to as Sub-Accounts or Sub-Teams within the echowin platform.
Client Management
Create and manage multiple client sub-accounts under your agency.
Centralized Billing
All credits are drawn from your parent wallet with flexible limits.
Custom Access Control
Configure feature flags and permissions for each client account.
Super Admin Access
Gain full management access to client accounts when needed.
Overview
The processes detailed herein cover the full lifecycle of client management, from initial account creation and user access configuration to the deployment of customized AI agents and critical management of client spending via the Parent Wallet system. Following these steps ensures streamlined client setup, secure access management, and effective control over resource consumption for all sub-accounts.
Key Terms and Definitions
Agency Account (Parent Account)
The main account belonging to the agency owner. All client Sub-Accounts are created under this account, and all credits are drawn from its parent wallet.
Sub-Account (Sub-Team)
A distinct client account created by the agency owner to manage a client's specific users, agents, configurations, and credit usage.
Super Admin
A role assigned specifically to the agency owner on a Sub-Account, granting the agency full management and configuration access for the client setup.
Parent Wallet
The single primary credit balance held by the Agency Account owner. Sub-Accounts draw their monthly credit limit from this central wallet.
Monthly Credit Limit
The maximum amount of usage credits a Sub-Account is allowed to consume within a single billing cycle.
Auto Reload System
A feature enabled on the Parent Wallet that automatically replenishes credits by charging a saved payment method whenever the wallet balance falls below a defined minimum threshold.
AI Agent
A preconfigured function, template, or AI tool created by the agency that can be quickly duplicated and deployed onto client Sub-Accounts for rapid setup.
Access Configuration (Feature Flags)
Specific granular limits and feature toggles (e.g., KnowledgeBase, Agent Creation) that the agency can set to customize the features and experience available to a Sub-Account's users.
💡 Ready to get started? The following guides will walk you through each step of managing your agency subaccounts, from creation to daily operations.
Agency Management Guides
Create the Client's Sub-Team
Learn how to create and configure new client sub-accounts
Grant Client Team Members Access
Add team members and manage user permissions
Duplicate and Deploy an AI Agent
Clone and deploy preconfigured agents to client accounts
Phone Numbers
Allocate phone numbers to client subteam agents
Manage Client Team's Wallet
Set credit limits and monitor client usage
Auto Reload System
Set up automatic credit replenishment
Toggle Between Accounts
Switch seamlessly between agency and client accounts