Applies to: Agencies
What is the fastest way to find a client and log in to their sub-account?
There are a few ways.
- 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.
- 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.
- 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.
- Go to Settings, then Sub-accounts, for the plain list of sub-accounts.