WORKSPACES AND SUB-ACCOUNTS
Sub-accounts are clients. Workspaces are yours.
Both give a client an isolated space with its own brain, guardrails and numbers. The difference is who holds the keys — and twenty sub-accounts are included by default.
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A workspace you run
You log in and do the work. The client can have a portal to read the numbers and approve a report.
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A sub-account they run
Their own login, their own users. You set the price and bill them; we bill you wholesale.
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The client portal
A magic link, your branding, and the outcomes that matter. No dashboards to teach.
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Margin per client
Credits metered per workspace and channel, so cost to serve is a number rather than a feeling.
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Done-for-you site
Starting an agency rather than adding to one? Setup builds you a site, scripts and SOPs.
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White label throughout
Your name, logo, domain and pricing across the console, the portal and every report.