Sendspark makes it easy to create sub-accounts for your clients. In general, this is how it will work for you as an agency owner:
You can create workspaces for your team and each of your clients
Each workspace is entirely independent from other workspaces (with different brand styles, assets, and team members), but you will be able to hop between them.
Each workspace is created as a free plan, and can be upgraded and billed directly to your client by adding payment information in the billing settings.
How to Create and Manage Sub-Accounts
Create new workspace by clicking "Change Workspace" on the menu on the bottom left of Sendspark
From here, you will see all workspaces that you are part of.
You can click "Create Workspace" to create a new workspace, or select an existing workspace to switch into it.
When you create a new workspace, it is created as a nearly blank slate. None of your branding, team members, billing information, templates, videos, or other assets will be imported over. This is so you can create them fresh for your client, and not risk any privacy leaks.
The only information that will be imported over is related to your personal account settings (like name, email address, and some recording preferences) to make your life easier.
This means that when you create a new workspace for a client, you will want to go through the basic onboarding for them:
We hope this helps you stay organized and empower your clients to succeed. Happy recording!