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Creating a Main Account

Main accounts are independent organizations with their own billing and subscriptions.
1

Open Account Switcher

Click your account name in the top navigation bar.
2

Click Create Account

At the bottom of the account switcher menu, click Create Account.
3

Choose Account Type

A modal appears with two options:
  • New Account - Create a completely separate account with its own billing and settings
  • Subaccount - Create a subaccount under your current account
Select New Account.
Create Account dialog showing New Account and Subaccount options with descriptions and Cancel button
Create Account dialog showing New Account and Subaccount options with descriptions and Cancel button
4

Enter Account Name

In the “Create New Account” modal:
  • Enter an account name (minimum 2 characters)
  • Click Create Account
Create New Account dialog with account name input field, Cancel and Create Account buttons
Create New Account dialog with account name input field, Cancel and Create Account buttons
You automatically become the Owner of the new account.
5

Account Created

The new account is created immediately and you’re automatically switched to it.The account starts with a free subscription. You can upgrade later by navigating to Settings → Billing.
New accounts start with a free subscription. Upgrade your plan to unlock additional features and higher limits.

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Creating a Subaccount

Subaccounts are nested under parent accounts and share billing.

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Requirements

Before creating a subaccount:
  • You must be an Admin or Owner of the parent account
  • Your subscription must include subaccount management
If you don’t see the option to create subaccounts, your current subscription plan may not include this feature. Contact support@itellico.ai to upgrade.

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Steps to Create

1

Navigate to Subaccounts

Go to Settings → Subaccounts in your parent account.
2

Create Subaccount

Click Create Subaccount and enter the name.
Create Subaccount dialog with subaccount name input field, Cancel and Create Subaccount buttons
Create Subaccount dialog with subaccount name input field, Cancel and Create Subaccount buttons
3

Configure Team

You automatically become the Owner of the subaccount.Invite team members as needed from Settings → Team.
Subaccounts inherit billing from the parent account. Usage is tracked separately but billed to the parent.

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Switching Between Accounts

If you’re a member of multiple accounts, you can easily switch contexts:
  1. Click your account name in the top navigation
  2. Browse the account tree structure
  3. Click any account to switch to it
  4. All data, agents, and settings update to reflect the selected account
The selected account persists per browser tab, allowing you to work in multiple accounts simultaneously in different tabs.

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Best Practices

Use clear, descriptive names for accounts:Good:
  • “Acme Corp - Sales Team”
  • “Client: XYZ Industries”
  • “North America Region”
Avoid:
  • “Account 1”
  • “Test”
  • Ambiguous abbreviations
Plan your hierarchy before creating accounts:
  1. Map out your organizational structure
  2. Identify isolation boundaries (clients, departments, regions)
  3. Determine who needs access to what
  4. Create accounts top-down (parent first, then children)
Understand billing before creating subaccounts:
  • All subaccount usage bills to the parent
  • Usage is tracked separately for reporting
  • Subscription limits apply across all subaccounts
  • Consider usage limits when creating many subaccounts
Think carefully about who should own each account:
  • Main account owner: Usually company leadership
  • Subaccount owner: Client point of contact or department head
  • Can’t easily change owners (requires support)
  • Owner has full control including deletion

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Common Scenarios

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Scenario 1: Agency Onboarding New Client

1

Create client subaccount

Navigate to Settings → Subaccounts and create a new subaccount named “Client: [Company Name]”
2

Customize branding

Go to the client’s subaccount and update Settings → Branding with their logo and colors
3

Invite client team

Invite the client’s team members from Settings → Team
4

Transfer ownership

Contact support to transfer ownership to the client’s primary contact
5

Set up agents

Create agents specific to the client’s needs

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Scenario 2: Enterprise Creating Regional Structure

1

Create regional subaccounts

Create subaccounts for each region: North America, Europe, APAC, etc.
2

Create department sub-subaccounts

Within each region, create subaccounts for Sales, Support, Operations, etc.
3

Assign regional managers

Make regional managers the owners of their respective regional subaccounts
4

Assign department leads

Make department heads the owners of their department sub-subaccounts
5

Configure permissions

Corporate admins maintain access to all levels through parent account

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Scenario 3: Reseller Structure

1

Set up reseller parent account

Your main account represents the reseller organization
2

Create customer subaccounts

Create a subaccount for each end customer
3

White-label branding

Customize each customer subaccount with their own branding
4

Manage customer access

Invite customer users to their respective subaccounts only
5

Monitor from parent

Track usage and manage all customers from the parent account

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Managing Account Lifecycle

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Pausing an Account

To temporarily disable an account without deleting:
  1. Go to Settings → Account
  2. Change account status to Inactive
  3. Account data is preserved but inaccessible to users
Only Owners can deactivate accounts. Billing continues for inactive accounts.

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Reactivating an Account

To restore an inactive account:
  1. Contact support at support@itellico.ai
  2. Provide the account name and UUID
  3. Support will reactivate with all data intact

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Transferring Subaccounts

To move a subaccount to a different parent or make it a main account: Contact support with:
  • Current parent account name
  • Subaccount to transfer
  • Desired new parent (or “convert to main account”)
  • Business reason for transfer
Transferring subaccounts affects billing. Ensure you understand the billing implications before requesting a transfer.

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Troubleshooting

Possible causes:
  • Not an Admin or Owner of parent account
  • Subscription doesn’t include subaccounts
  • Reached subscription limit on subaccounts
Solution: Check your subscription plan. Contact support@itellico.ai if you need to upgrade.
Possible causes:
  • Not a member of that account
  • Account was deactivated
  • Account was deleted
Solution: Ask an admin of that account to check if it’s active and if you’re still a member.
This is normal behavior: When you switch accounts, you only see data for that account.Solution: Switch back to the original account using the account switcher.
Possible causes:
  • Not the Owner of the account
  • Account has active subaccounts
Solution: Only Owners can delete accounts. Delete or transfer subaccounts first.

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Next Steps

Team Management

Learn how to invite and manage team members

Account Settings

Customize branding and manage account details

API Keys

Create programmatic access for your account