Sub-account
A sub-account is a client workspace inside an agency account. It separates that client's data and access while the agency keeps administrative control.
What does Sub-account mean in practice?
A sub-account lets an agency operate a client workspace beneath its parent account without giving that client access to other clients. Vendors also call this a client, location, workspace, tenant or business, and the isolation boundary is vendor-specific. A useful evaluation therefore asks separately about data, logins, configuration, billing, phone resources, exports and deletion instead of assuming that every resource is independent. Dvaarik calls each sub-account a client business. It has its own owner login, business configuration, AI agent, knowledge, calls, conversations, leads and bookings. The partner can open that client's dashboard through one-hour delegated access that is restricted to businesses belonging to the partner. The financial model is intentionally different from a fully independent account: each client has a retail allowance, while actual usage is funded from the partner's shared prepaid wallet at wholesale rates. The partner's brand, domain and price book also remain portfolio-level settings. Phone channels and numbers belong to the partner's pool and can be assigned to a client, then returned to the pool when the assignment or client ends.
Step-by-step answer
How does Sub-account work?
- 1
Create the client business
The partner creates a client record with its own owner login and vertical-specific starting configuration. Dvaarik returns the initial login PIN once so it can be handed to the client.
- 2
Configure only that client's workspace
The client business keeps its own agent, knowledge, hours, integrations and activity records. The partner can configure it through a one-hour delegated session that is scoped to that partner's client.
- 3
Assign allowance and phone resources
The partner sets a client allowance at its retail prices. Real usage draws from the partner's shared prepaid wallet, while phone channels and numbers are assigned from the partner's pool rather than becoming independent parent accounts.
- 4
Hand over and monitor
The client signs in to its own dashboard and cannot browse other clients. The partner retains portfolio-level visibility for readiness, activity, margin and resource assignment.
Primary documentation
- Twilio IAM: subaccounts
Official Twilio documentation read 18 Aug 2026. It distinguishes resource and credential separation from billing: subaccount usage is billed to the main account and uses its shared balance.
- HighLevel: agency and client sub-accounts
Official HighLevel documentation read 18 Aug 2026. It shows that sub-account terminology and workspace boundaries are platform-specific and distinguishes an agency's own location from client locations.
Sub-account FAQ
What is a sub-account?
A sub-account is a client workspace managed beneath an agency or platform's parent account. It normally separates the client's data and access while leaving some administration, billing or resources under the parent account.
Is a sub-account the same as a completely separate account?
Not necessarily. A sub-account can have separate business data and a separate login while still sharing the parent account's billing balance, price rules, brand, domain or capacity limits. The exact boundary depends on the platform.
What is separated in a Dvaarik client business?
Each Dvaarik client business has its own owner login, business configuration, AI agent, knowledge and operational records such as calls, conversations, leads and bookings. Partner access is restricted to businesses that belong to that partner.
Does every Dvaarik sub-account have a separate wallet?
A Dvaarik client business has an allowance shown at the partner's retail prices, but that allowance is not a separate pool of money held by Dvaarik. Actual usage is funded from the partner's shared prepaid wallet at wholesale rates, and the partner bills the client directly.
Can one client see another client's Dvaarik workspace?
No. A client signs in as the owner of its own business. The partner can manage its own clients through time-limited delegated access, but one client is not given access to another client's business.
Are phone numbers and branding owned by the sub-account?
Not in Dvaarik's partner model. The partner controls the shared brand, domain and price book. Phone channels and numbers remain in the partner's pool and can be assigned to a client business or returned to the pool later.
Real example
A healthcare agency creates one client business for each clinic. Every clinic gets its own login, agent, services, schedules and call records, while the agency manages pricing, funding and assigned phone capacity across the portfolio.
Related terms
More terms in this category
Reseller Program
A reseller program lets a partner buy a product or usage at wholesale terms, package it for end clients, choose a retail price, and keep the resulting commercial spread.
Partner Console
A partner console is the reseller's administrative workspace for creating client businesses, applying branding, monitoring usage, managing limits, and operating services.
Wrapper Platform
A wrapper platform adds a client portal, branding, billing, workflows, or reporting over underlying APIs and providers rather than operating every infrastructure component itself.
See sub-account working live
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