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Overview

itellicoAI uses a hierarchical account system that allows you to organize your teams, manage access control, and scale your voice AI operations. Whether you’re a single team or an enterprise with multiple departments, the accounts system provides flexibility and security.

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Account Types

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Main Accounts

Main accounts (also called “root accounts” or “parent accounts”) are top-level organizations with:
  • Independent billing and subscriptions
  • Full administrative control
  • Ability to create subaccounts (subscription dependent)
  • Separate API keys and integrations
Use cases:
  • Individual companies
  • Agencies managing multiple clients
  • Enterprises with distinct business units

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Subaccounts

Subaccounts are nested under parent accounts and provide:
  • Isolated workspace for teams or clients
  • Separate agents, contacts, and conversations
  • Independent team members and permissions
  • Shared billing with parent account
Key characteristics:
  • Subaccounts can have their own subaccounts (keep nesting simple for easier management)
  • Parent accounts can access child data
  • Subaccounts cannot access parent or sibling data
  • Each subaccount has its own owner and team
Use cases:
  • Agency client workspaces
  • Department separation within enterprises
  • Regional or product-line divisions
  • Reseller customer accounts

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Account Hierarchy

The system follows a parent-child hierarchy with strict access control:

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Access Rules

  • Downward access: Parents can access all child subaccounts
  • No upward access: Children cannot access parent data
  • No sibling access: Subaccounts cannot access each other
  • Context switching: Users with multiple memberships can switch between accounts

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Common Use Cases

Benefits:
  • Clients can’t see each other’s data
  • Agency admins can manage all accounts
  • Separate billing tracking per client
  • Easy onboarding and offboarding
Benefits:
  • Regional autonomy with central oversight
  • Department-level access control
  • Consolidated billing and reporting
  • Flexible team structures
Benefits:
  • Customer isolation and privacy
  • Centralized billing to reseller
  • Custom branding per customer
  • Scalable customer onboarding

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What You Can Do

Create Accounts

Learn how to create main accounts and subaccounts

Manage Team Members

Invite and manage team members

API Keys

Create and manage programmatic access

Account Settings

Customize branding and manage account details

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Security Best Practices

  • Only invite trusted team members
  • Review team members regularly
  • Remove access when team members leave
  • Create separate subaccounts for clients
  • Use subaccounts to isolate departments
  • Leverage hierarchy for access control
  • Create separate keys per environment
  • Revoke unused or compromised keys immediately
  • Set expiration dates for temporary access
  • Monitor last used timestamps
  • Review team members quarterly
  • Remove departing employees immediately
  • Update access when responsibilities change

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FAQs

The number of subaccounts depends on your subscription plan. Contact support@itellico.ai to discuss your needs.
Contact support to transfer subaccounts between parents or convert subaccounts to main accounts.
The parent account is responsible for all subaccount billing. Usage is tracked separately for reporting.
Yes! Each subaccount can create independent API keys. Keys are scoped to their account context.
Accounts are soft-deleted (marked inactive). Data is preserved and can be reactivated by contacting support.
Yes! Users can be invited to multiple accounts and switch between them using the account switcher.
Contact support to transfer ownership. This cannot be done through the UI for security reasons.

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Need Help?

Contact support@itellico.ai for assistance with account management, billing questions, or ownership transfers.