> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dmly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Client workspaces

> How client workspaces join your agency, and how to assign plans, grant add-ons, suspend access, and open one as the customer.

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.

<Note>
  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](/agency/overview).
</Note>

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**.

## 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:

<Columns cols={2}>
  <Card title="A customer signs up on your domain" icon="globe">
    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](/agency/custom-domain).
  </Card>

  <Card title="An existing customer adds a workspace" icon="plus">
    A workspace created by someone who already belongs to your agency stays under your
    agency automatically.
  </Card>

  <Card title="Your own workspace" icon="building">
    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.
  </Card>
</Columns>

The empty state says the same thing: *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](/account/business-details).

<Note>
  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.
</Note>

### 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](/billing/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:

<Steps>
  <Step title="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](/agency/plans-and-billing).
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

<Note>
  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.
</Note>

## Grant an add-on

When a client needs more than their plan allows, grant an add-on instead of moving them up
a plan.

<Steps>
  <Step title="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)**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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.

## 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.

<Note>
  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](/contacts/data-and-privacy).
</Note>

Two cases where **Open** won't work:

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

## 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**.

<Warning>
  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](/agency/plans-and-billing).
</Warning>

## 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](/agency/plans-and-billing) and
[Branding](/agency/branding).

<Columns cols={2}>
  <Card title="Plans and billing" icon="credit-card" href="/agency/plans-and-billing">
    Build the plans you sell and connect your own Stripe account.
  </Card>

  <Card title="Custom domain" icon="globe" href="/agency/custom-domain">
    Serve your agency — and your sign-up page — on your own domain.
  </Card>

  <Card title="Branding" icon="palette" href="/agency/branding">
    Set the app name, logo and colour your clients see.
  </Card>

  <Card title="Agency overview" icon="building" href="/agency/overview">
    How the agency layer fits together.
  </Card>
</Columns>