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Create and activate a client's account

Updated 2026-08-11

In two lines: each client lives in its own Account within your workspace. You create it from Accounts, and when you activate its subscription you define who pays it. This is the step-by-step guide; the full explanation of the model — internal vs. subscribed accounts, who pays and who controls what — is in The agency model.

How do I create an account?

Go to Accounts and use New Account. You give it a name and its Industry, and confirm with Create Account. The account is born internal (in internal mode): you can already work on it, but it doesn't yet have its own active subscription.

What can an internal-mode account do?

A lot more than it sounds: an internal-mode account already has all operational modules enabled. In short:

  • Enabled modules — Integrations, Analytics (dashboards, reports, monitors), Paid Media, Social Media, SEO and the other operational modules work normally: you can connect the client's networks and platforms and work without activating anything.
  • Email Marketing — available only for organizations with their own subscription.
  • CRM — available only for organizations with their own subscription.
  • Tasks, Contacts & Projects — in accounts without a subscription, they are managed from the agency level, assigned to that organization.
  • Members — direct member management applies only to organizations with a subscription; in an internal account, people are assigned as its team from the agency.
  • Activation — when you activate the account you choose the billing mode and everything above becomes available.

What does activating the subscription mean?

When the account moves from internal work to a real client, you activate its subscription. In that step you define who pays its subscription and, if applicable, you enter the Client owner email. Choosing the billing mode is explained in Who pays for each account: the agency or the client.

An activation isn't a one-way door: if a client who pays for their own account cancels and their subscription ends, your agency can use Reclaim management and the account returns to internal mode without losing its data. See Your agency's billing: plans and who pays for each account.
During your workspace's trial period, the Activate subscription button on accounts is disabled on purpose. You don't need it to test: operational modules already work in every account. Activation is only needed when you want to use CRM or Email Marketing in an account, or pass its billing to the client.

What does an account inherit from the workspace?

An account doesn't start from scratch: it inherits resources from the workspace, especially the integrations and modules you already have connected. That's why, when you connect a platform at the workspace level, your accounts can use it without connecting it again.

If you later unlink an account to make it independent, it loses access to the integrations it inherited. Reconnect them in the account if you separate it. And if that account had CRM lead sources running on the inherited connection, they're left paused: after connecting its own integration, reactivate each one in CRM > Settings > Lead sources with Configure source and Reactivate. See Lead sources: mapping, webhook and historical-lead backfill (without duplicates).

How do I switch from one account to another?

From the organization selector in the top bar. See Switch between your workspaces and accounts.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.