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Applies to: Agencies

What is the fastest way to find a client and log in to their sub-account?

There are a few ways.

  1. Click your logo to search for contacts. Next to each result, one icon logs you in to the sub-account and another opens the contact. You can favorite people to keep them at the top.
  2. When you are logged in to a sub-account, a small switcher shows the history of where you have been, so you can toggle back and forth or go up to the parent account. It only shows inside a sub-account, and you can drag it around.
  3. From a contact, open the Billing tab. It has a login as the customer button, and shows their packages, services, AI credit usage and billing activity on one page. This is the recommended way to work with customers.
  4. Go to Settings, then Sub-accounts, for the plain list of sub-accounts.
Updated October 21, 2026More in White Label & SaaSAll FAQs