​
Step-by-step guide to adding and managing sub-accounts under your Insighto agency.

  1. Click on Manage Agency alt
  1. Click on Sub account alt
  1. Click on Add alt
  1. Click on Add Sub-account… alt
  1. Click on Submit alt

​
✅ Sub-Account Setup Complete!

🎉 Congratulations! You’ve successfully setup your first sub-account.
  1. Client Account Management Options
Now that your subaccount is created, you have several operations available to manage the account under the operations tab. 👉 1. Log In
Access the client account directly for a hands-on experience. 👉 2. Activate/Deactivate
Quickly toggle between active or inactive status for the client account. 👉 3. Change Plan
Easily update the client’s subscription plan based on their needs. 👉 4. Reset Credits
Manage and reset credits for the client’s account as needed. 👉 5. Reset Password
Provide the client with a fresh password to regain access. 👉 6. Delete Account
Completely remove the client’s account from your system when necessary. alt

​
✅ Agency Setup Complete!

🎉 Congratulations! You’ve successfully completed your agency configuration.
You’re all set to start managing client accounts and scaling your agency.