> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Sub-accounts in ChatbotX White Label

> Guide to create and manage end-user sub-accounts on ChatbotX White Label portal.

**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.

<Frame>
  <img src="https://mintcdn.com/chatbotx/5CjY36HGDzGcGPI9/images/chatbotx_whitelabel_sub_accounts_list.png?fit=max&auto=format&n=5CjY36HGDzGcGPI9&q=85&s=f40fc1c6c45d2fdf6899a8ec740f876a" alt="Chatbotx Whitelabel Sub Accounts List" width="2979" height="1326" data-path="images/chatbotx_whitelabel_sub_accounts_list.png" />
</Frame>

## 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.

<Steps>
  <Step title="Open the creation form">
    In the **SaaS > Sub-accounts** interface, click the **+ Create sub-account** button in the top-right corner.
  </Step>

  <Step title="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).

    <Frame>
      <img src="https://mintcdn.com/chatbotx/5CjY36HGDzGcGPI9/images/chatbotx_whitelabel_create_sub_account_modal.png?fit=max&auto=format&n=5CjY36HGDzGcGPI9&q=85&s=003247fd453e79811f7469181eb4c35b" alt="Chatbotx Whitelabel Create Sub Account Modal" width="2974" height="1468" data-path="images/chatbotx_whitelabel_create_sub_account_modal.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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:

<Frame>
  <img src="https://mintcdn.com/chatbotx/5CjY36HGDzGcGPI9/images/chatbotx_whitelabel_sub_account_row_actions.png?fit=max&auto=format&n=5CjY36HGDzGcGPI9&q=85&s=8090b4391e4dbd0101e6714b06026e91" alt="Chatbotx Whitelabel Sub Account Row Actions" width="2405" height="836" data-path="images/chatbotx_whitelabel_sub_account_row_actions.png" />
</Frame>

### 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.

<Warning>
  Deleting a sub-account is permanent and cannot be undone. Ensure your client has backed up any important data before performing this action.
</Warning>
