The Reseller Dashboard link only appears in your user menu once your workspace is on a
reseller plan. If you don’t see it, see Agency overview.
How client workspaces are created
You cannot create a client workspace from the reseller dashboard — there is no button for it, by design. Workspaces arrive without you creating them:A customer signs up on your domain
Your branded sign-up page creates the customer’s account and their first workspace under
your agency, on your first enabled plan. See Custom domain.
An existing customer adds a workspace
A workspace created by someone who already belongs to your agency stays under your
agency automatically.
Your own workspace
The workspace you were in when you took a reseller plan is moved under your agency
automatically, which is why it shows in this list.
Whether customers can create a second workspace is your call, not the platform’s. It’s
controlled by Customer signup & workspaces in Settings, where Off closes your
public sign-up page turns sign-ups off entirely. Most agencies sell one workspace per
customer and leave the extra-workspace setting off.
The sub-account limit
The number of client workspaces you can carry depends on your reseller plan. When you hit it, the Sub-accounts page shows You’ve reached your sub-account limit. Contact support to raise it., and your branded sign-up page stops accepting new customers. See Plans.Assign a plan
A new sub-account lands on the first enabled plan in your plan list — there is no separate “default plan” setting. If you have no enabled plans yet, it lands with no plan at all. To move a sub-account to a different plan:1
Build the plan first
Plans live under Configuration → Plans in the reseller dashboard. Each plan sets the
limits the workspace gets. See Plans and billing.
2
Pick the plan on the sub-account
On Sub-accounts, use the — assign plan — dropdown on the workspace’s row and
choose the plan. You’ll see Plan assigned to the workspace name.
A plan that’s assigned to a sub-account can’t be deleted — you’ll get This plan is
assigned to sub-accounts. Reassign them before deleting it. Move those workspaces to
another plan first.
Grant an add-on
When a client needs more than their plan allows, grant an add-on instead of moving them up a plan.1
Build an add-on plan first
Under Configuration → Plans, switch on Add-on plan, pick an Add-on type —
Extra contacts, Extra profile (social account) or Additional teammate — and
set Quantity granted (per unit).
2
Grant it on the sub-account
Your add-on plan then appears in the + grant add-on dropdown on each sub-account’s
row, listed by the name you gave it. Until you create one, the dropdown doesn’t appear
at all. Granting adds that capacity to the workspace’s limits straight away; grant again
to add another unit.
+500 contacts. Select the
× on it to take it back.
Add-ons you grant are billed by you, to you — there is no checkout for the customer, and
your clients never see DMLY’s own add-on catalogue or prices.
Open a client workspace
Open signs you in to the workspace as its owner. You get exactly what the owner gets: the full inbox, contacts, automations, appointments, finance — everything, with nothing hidden and nothing marked as an agency action. While you’re inside the workspace, your user menu shows an Impersonating badge. Select Sign Out in that menu — while impersonating it ends the session-as-owner and drops you back into your own account rather than logging you out.Because Open gives you the owner’s full view, it includes your client’s customer
conversations and contact data. Treat it as access to their business, and tell your
clients you have it. See Contacts data and privacy.
This sub-account has no owner to open
This sub-account has no owner to open
Nobody owns the workspace, so there’s no account to sign in as. This is rare — it usually
means the owner’s user account is gone.
You own this sub-account directly
You own this sub-account directly
The workspace is one of your own, not a client’s. Switch to it from your workspace
switcher instead.
Suspend and restore
Suspend locks a client out of their workspace — use it when they stop paying you. Their data stays exactly where it is; only access stops. Restore puts it back. The Status column shows Active or Suspended.What clients see
A client in one of your workspaces sees your brand, not DMLY’s, and their Billing menu goes to your plans, charged through your Stripe account. They never see DMLY pricing. Set that up in Plans and billing and Branding.Plans and billing
Build the plans you sell and connect your own Stripe account.
Custom domain
Serve your agency — and your sign-up page — on your own domain.
Branding
Set the app name, logo and colour your clients see.
Agency overview
How the agency layer fits together.

