Sub-accounts is where you manage the list of end-user accounts on your white-labeled portal. These accounts are created from two sources: users registering on their own through your portal signup page, or created manually by you (the Administrator). Each sub-account operates independently with its own login credentials, workspaces, and resource quotas.
You can manage this list under the SaaS > Sub-accounts section on the left navigation menu.
Account Creation Methods
The system supports two methods to add new sub-accounts to your portal:
Method 1: Client self-registration
Clients access the registration page directly on your custom white-labeled domain to create their own accounts.
- Mechanism: Once a client completes the signup form, the system automatically generates a new sub-account in your admin dashboard.
- Applied Limits: Self-registered accounts are automatically assigned to the default service plan (Default Plan) that you have pre-configured.
Method 2: Manual administrator creation
Use this method when you want to proactively provision accounts for your clients without requiring them to complete the online signup form.
Open the creation form
In the SaaS > Sub-accounts interface, click the + Create sub-account button in the top-right corner.
Enter account details
Fill in the required fields in the creation form:
- Email: The client’s login email address.
- Name: The client’s display name or business name.
- Password: The initial login password (minimum of 8 characters).
Complete the creation
Click the Create sub-account button at the bottom of the form. The new account will appear in the management list with an Active status and will be assigned to the default plan.
Sub-account Administration Actions
By clicking the three-dot ... action icon on the right side of any sub-account row, you can perform quick administrative tasks:
Manage pricing plan
This feature allows you to manually assign a different pricing plan to a client or customize their resource limits individually without affecting other accounts.
Send password reset request
If a client forgets their password and requests assistance, click this action. The system will automatically send a password reset link to their email address (the email content will follow the template configured under your Forgot Password Email settings).
Delete sub-account
This action permanently deletes the client’s sub-account, including all login credentials, created workspaces, and associated data.
Deleting a sub-account is permanent and cannot be undone. Ensure your client has backed up any important data before performing this action.
