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How Subaccounts Work

Subaccounts let a parent account create isolated customer, client, team, or business-unit accounts while keeping parent-level control. In the parent/subaccount model, itellicoAI bills the parent account centrally. The parent can then package, resell, or rebill its own customers separately. This is different from agency access, where the client owns and pays for its own itellicoAI account while granting a service provider elevated access. They are useful for:
  • Resellers and platform operators organizing customer accounts
  • API integrators provisioning one isolated account context per customer
  • Service providers that want one parent invoice from itellicoAI and their own downstream billing model
  • Enterprises separating regions, brands, or departments
  • Agencies that prefer to own the parent account relationship and rebill clients directly

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Architecture

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Parent account responsibilities

  • Create and manage subaccounts
  • Assign and review subaccount access categories
  • Switch between accounts for oversight
  • Monitor usage across subaccounts
  • Manage the commercial relationship with itellicoAI when subaccounts use parent billing

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Subaccount characteristics

  • Own team membership and roles
  • Own agents, contacts, and conversation data
  • Isolated account
Nested subaccounts are supported up to 5 levels, but most teams should keep one parent-child layer unless they have a clear governance reason for deeper nesting.

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Creating a Subaccount

See Creating Accounts for step-by-step instructions.

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Managing Subaccounts

The Subaccounts table shows:
  • Name
  • Billing plan (shows billing type, for example Parent Billing)
  • Members count
  • Agents count
  • Minutes used
  • Switch to action
From this page, you can:
  • Switch directly into a subaccount
  • Open permission management for a subaccount
  • Expand nested hierarchies in place

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Subaccount Detail

Click a subaccount row to open its detail view. The detail view has these tabs:

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Billing Modes

New subaccounts use Parent Billing by default: the parent account pays for all subaccount usage, usage is consolidated on the parent’s invoice, and the subaccount has no independent billing or payment method. The Billing plan column shows Parent Billing in the subaccounts table. The parent can handle its own downstream customer billing, packaging, or resale outside itellicoAI. Best for: resellers, API integrators, telephony providers, platform operators, enterprises, and agencies that want the parent account to control billing centrally. To move billing responsibility to the subaccount, use the Billing Transfer flow described below. After a completed transfer, the account becomes fully independent and leaves the parent hierarchy.

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Billing Transfer

Billing transfer is the guided process for moving a parent-billed customer account into an independent direct-billed account. Access: Open a subaccount detail → Billing tab.

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How It Works

1

Start transfer

In the subaccount’s Billing tab, click Transfer billing.
2

Configure transfer

Choose a grace period (24, 48, or 72 hours) during which the parent continues paying. Optionally toggle Keep agency access to stay connected as agency members after the transfer completes. Add an optional note for the customer account owner.
3

Child account completes setup

The child account sees a billing setup flow. They must add a payment method and choose a plan before the grace period expires.
4

Transfer completes

Once billing is set up, the account automatically becomes independent. If the grace period expires without setup, the parent can cancel the transfer.

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Transfer States

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Agency Access After Transfer

When transferring a subaccount to independence, you can choose whether to keep agency access:
  • Enabled (default): former parent owners and admins are invited as agency members on the new independent account
  • Disabled: no agency members are invited automatically
This is useful when a service provider wants to continue setup, maintenance, or monitoring after the customer becomes an independent direct-billed account.

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Subaccount Permissions

Permissions are configured per subaccount in the Permissions tab of the subaccount detail. Each permission supports None, Read, or Full access levels (some use None, Limited, Full instead).

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Overview

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Agents

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Deploy

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Account & Settings

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Best Practices

Start with one parent + clear child boundaries. Add deeper nesting only for clear governance reasons.
Block categories by default for new subaccounts, then open only what each subaccount needs.
Use naming conventions that make account switching safe and obvious.
Periodically audit both member roles and blocked/allowed categories to prevent drift.

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FAQs

Subaccounts can be nested up to 5 levels, but use deeper nesting sparingly. Most customer, client, brand, or department setups are easier to manage with one parent-child layer.
You can switch into subaccounts you have access to.
Yes. Open the subaccount detail and use the Permissions tab to set granular access controls per category.
Open the subaccount detail → Billing tab → click Transfer billing. Choose a grace period and start the transfer. The child account sets up their own payment method and plan during the grace window.
Yes. During a billing transfer, the target mode is set to independent. After the child account completes billing setup, the account automatically leaves the parent hierarchy.
The parent can cancel the transfer, returning the subaccount to parent billing. The parent continues to sponsor access during the grace period.
Yes. Any permissions you have configured for the subaccount remain in effect throughout the billing transfer process. Once the transfer completes and you become an agency member on the now-independent account, those permissions continue to apply until you or the account owner changes them.
For complex account restructuring, contact support@itellico.ai.

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Next Steps

Billing Overview

Understand plans, usage, and extra charges

Team Management

Invite and manage members across accounts

Creating Accounts

Create additional parent accounts or subaccounts

Plans

Review plan limits and account capabilities