In the agency view, the Sub Accounts tab provides a comprehensive interface for creating, viewing, and managing your sub-accounts. From this section, you can access critical information about each sub-account and send scheduled reports to sub-account administrators. Creating and Accessing Sub-Accounts: At the top right of the Sub Accounts tab, you have options to either create a new sub-account or access scheduled reports. Organizing Sub-Accounts: You can efficiently manage your sub-accounts by searching for specific names, selecting or deselecting columns, and sorting them based on various criteria. Decoding the Sub-Account Card: Each sub-account is represented by a card that provides essential details: Top Left: Displays the sub-account's name and address. Top Right: Shows key performance metrics for the sub-account. Service Status Icons: At the bottom of each card, small icons indicate the status of various services for that sub-account. This includes: WordPress and Yext activation SaaS Mode status SaaS subscription usage Phone and email rebilling status Management by LC for phone and email These icons provide a quick overview of the sub-account’s services and settings. To access more detailed information, click on the sub-account’s name or use the three-dot menu at the bottom right corner of the card and select “Manage Client.” Editing Account Details: On the account detail page, you can edit various details, including: Contact Information: Update the account name, address, and other contact details. Service Management: Disable offers for services such as Yext, Conversation AI, and WordPress. Managing SaaS Mode and Credits: SaaS Mode: Enable or disable SaaS Mode as needed. If enabled, you can adjust the default products/features set by the SaaS configurator. Account Wallet: Manage credits, set monthly complimentary credits, and choose whether to rollover credits to the next month. Controlling Rebills and Rates: You can enable or disable rebilling for each service and adjust rates specific to the sub-account you are managing.