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

# Sub Account

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

1. Click on Manage Agency
   <img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/1.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=930819cd41acc7b21499007b47868fc2" alt="alt" width="1541" height="919" data-path="images/sub/1.png" />

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2. Click on Sub account
   <img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/2.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=df0c471fa728bdc13de94303a43a7112" alt="alt" width="1541" height="919" data-path="images/sub/2.png" />

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3. Click on Add
   <img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/3.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=68c3d41b4da8d399e3feefca5dc007ae" alt="alt" width="1541" height="919" data-path="images/sub/3.png" />

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4. Click on Add Sub-account…
   <img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/4.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=ecdb2994073ef9e81b43259fcda3ca32" alt="alt" width="1541" height="919" data-path="images/sub/4.png" />

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5. Click on Submit
   <img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/5.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=7baec91cce5d7ec18c8749daa645e95c" alt="alt" width="1541" height="919" data-path="images/sub/5.png" />

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### ✅ Sub-Account Setup Complete!

🎉 Congratulations! You've successfully setup your first sub-account.

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6. 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.

<img src="https://mintcdn.com/insightoai-bc61fe99/822pOMc1YSJPLOn9/images/sub/6.png?fit=max&auto=format&n=822pOMc1YSJPLOn9&q=85&s=0f1e2b5ba8afd31ceb6ce3e1f9b2209a" alt="alt" width="1541" height="919" data-path="images/sub/6.png" />

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### ✅ Agency Setup Complete!

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