Sub-accounts and client connections

Create a sub-account

Open Agency → Sub-accounts and choose the create action. Enter the client’s durable business identity and intended administrator. Select the appropriate tier, features, billing mode, quotas, and caps shown by the product. Review the effective configuration before confirming.

Use a real client-owned email address for the client administrator. Do not create shared logins for convenience.

Billing modes

Sub-accounts can be agency-managed or self-serve where enabled. The mode determines who manages subscription-related responsibilities and how billing is collected. Switching a live sub-account can affect schedules, invoices, entitlements, and customer expectations. Review any pending-change state and effective date shown by the UI.

Enter and support a sub-account

Before entering, record the support purpose and obtain any authorization required by your agreement. Once inside:

• Confirm the visible sub-account name.
• Make only the agreed change.
• Avoid exporting unrelated data.
• Test in that tenant with clearly labeled records.
• Record what changed and when.
• Leave the sub-account before starting another client task.

Configure limits and permissions

Feature access can be driven by pricing tiers and sub-account configuration. Credit or usage allocation can include tier defaults, per-sub-account caps, budget headroom, and top-up settings. Read the effective-value explanation before saving; a blank value, soft limit, hard stop, or live tier change can have different consequences.

Client Connections

Use Agency → Client Connections when the client must authorize access to a provider account. Send or open the request for the intended sub-account and provider. The client should authenticate directly with the provider and review the scopes; the agency should not collect their password or one-time code.

After authorization, verify the selected provider resource inside the correct sub-account. Track pending, completed, expired, or failed requests and revoke unused ones.

Offboard a sub-account

Plan data export or retention, member access, provider revocation, custom domains, scheduled work, usage, invoices, payouts, and contractual timing. Pause customer-facing automations before access changes. Deactivation in Spacebrain does not necessarily revoke third-party provider access or cancel external services.