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Every workspace you sell sits under your agency as a sub-account. You manage them all from the reseller dashboard: assign one of your plans, grant an add-on, suspend or restore access, and open a workspace to work inside it.
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.
Open it from your user menu → Reseller Dashboard, then select Sub-accounts. The list shows each workspace’s Name, Plan, Contacts, Add-ons and Status.

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How client workspaces are created

There is no button to create a client workspace in the reseller dashboard, by design. Workspaces arrive one of four ways:

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.

You provision one over the API

POST /workspaces on the Agency API creates the owner’s user account and their workspace under your agency in one call, on a plan you name or your first enabled plan. The response includes the owner’s name and email. See Agency API.

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.
The empty state points at the first of those: No sub-accounts yet. Customers who sign up on your domain appear here. The business name your customer types at sign-up becomes the workspace name exactly as entered; it is the business name throughout the product. See Business details.
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.

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What your sign-up page says

The same Settings → Customer signup & workspaces panel controls the wording on your branded sign-up page. Alongside the two Yes/No dropdowns it carries three copy fields, all saved with Save signup settings:
  • Sign-up form title is the heading. It starts out as Create your account, and clearing it falls back to that same wording. Up to 255 characters.
  • Sign-up form description is the line under the heading. It starts out as Start your free trial. Clear it and no description line shows at all. It is plain text: line breaks are kept, HTML tags are not interpreted. Up to 500 characters.
  • Terms text (shown by the accept checkbox; HTML allowed) changes behaviour, not just wording. Write anything here and your sign-up page gains a tick-box carrying that text, which the customer must tick before the account is created. Leave it empty and there is no checkbox and no consent step. Up to 2,000 characters.
Because the terms text is rendered as HTML, you can link out to your own terms page:
Anything you paste into Terms text is rendered as markup on a public page. Only paste HTML you wrote yourself, and read it before you save.

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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.

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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.
Assigning a plan copies that plan’s limits onto the workspace immediately. The customer keeps whatever they’ve already set up; only the limits change.
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.

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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. Then 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.
Each granted add-on shows as a chip on the row, for example +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.

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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. Nothing is hidden from you.

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Opening a workspace is recorded in the client’s own log

Before you are signed in, DMLY writes an entry into that workspace’s Audit log: the action agency.impersonate, the summary Agency opened this workspace as its owner, your name in the Who column, the IP address you opened it from, and the time. The entry belongs to the client’s workspace, not to your agency, so your client can read it: the workspace owner, their Admins, and anyone whose role grants View the audit log see it under Settings → Audit log. See Read the workspace audit log, which also covers how long entries are kept. What the entry does not do is label the work you then do. From the moment you are signed in, DMLY treats you as the owner, so anything you do inside the workspace that writes its own audit entry is attributed to the owner’s account rather than to you. The log shows that you opened the workspace and when; it does not separate your actions inside it from the customer’s own. 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 before they find the entry themselves: every time you use Open leaves your name in their audit log. See Contacts data and privacy.
Two cases where Open won’t work:
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.
The workspace is one of your own, not a client’s. Switch to it from your workspace switcher instead.

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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.
If your agency is suspended (most often because your own reseller subscription to DMLY lapsed), every one of your client workspaces is locked at once, including ones you never suspended and clients who are fully paid up. Restoring your own subscription lifts it. Keep your reseller plan current. See Plans and billing.

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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.