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Manage client accounts

Learn how to create, switch between, and manage multiple client sub-accounts in your agency workspace.

Updated October 5, 2026

HowdyBell lets you run marketing for multiple businesses from one login. You create a sub-account for each client. This keeps their data separate while you manage everything from your main dashboard.

Agency overview screen showing sub-accounts
Agency overview screen showing sub-accounts

Steps

  1. Go to More in the left icon rail, then Agency.
  2. You will see a list of your Sub-accounts.
  3. Click New sub-account to add a new client.
  4. Enter the Client business name.
  5. Add the Client email. We send them a sign-in link.
  6. Choose a City and State.
  7. Select a Timezone.
  8. Click Create to save the new account.
  9. Click Open next to a client to switch into their workspace.

Good to know

  • You can switch between your main account and any client account quickly.
  • Each sub-account has its own contacts, pipelines, and marketing data.
  • Use the Manage button to edit client details or assign a plan.
  • You can see usage stats like Conversations 30d, Minutes, and Texts for each client.
Manage client accounts | HowdyBell Help Center