Step 1: Confirm You’re in Agency Mode To ensure you're working from the correct interface, verify that "Agency Dashboard" appears in the left-hand navigation menu. This confirms that you are in the agency view and not within any specific sub-account. Identifying the Sub-Account for Removal Step 2: Navigate to Sub-Accounts Scroll down to locate the "Sub Accounts" section of your dashboard. You can either search for a specific sub-account by location or manually scroll through the list to find it. Once identified, click on the “Manage Client” button to access the account's settings. Beginning the Deletion Process Step 3: Initiate Deletion To start the deletion process, go to the top-right corner of the sub-account management screen. Click the "Actions" button and then choose the "Delete" option from the dropdown menu. This action will initiate the removal procedure, but don't worry—you’ll still have the chance to confirm before finalizing it. Confirming the Sub-Account Removal Step 4: Final Confirmation Before the sub-account is permanently deleted, a final confirmation prompt will appear. Select "Delete Account" to complete the process. This step is vital for reviewing pending tasks like unresolved invoices or important data that may need to be handled before deletion. Important Considerations: Phone Number Disconnection: Deleting a sub-account will remove any associated phone numbers. If these numbers need to be retained, ensure they are disconnected from the account before proceeding with deletion. Scheduling and Stopping Deletion Step 5: Scheduling or Canceling the Deletion Once confirmed, you have the option to "Schedule for Deletion," which gives a buffer period in case you need to reverse the action. If you change your mind before the deletion is finalized, you can navigate to the sub-account's settings and select "Stop Deletion" to halt the process. Troubleshooting and FAQs Can I recover a sub-account after it's deleted? No, once a sub-account is permanently deleted, it cannot be restored. Make sure to backup any critical data before initiating deletion. What happens to the data in a deleted sub-account? All data, including contacts, communication records, and analytics, will be permanently erased. Export any necessary information prior to deletion. Can a sub-account be deleted with outstanding financial issues? It’s advisable to resolve all outstanding invoices and payments before deleting a sub-account to prevent any complications.