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Create and activate a client's account

Updated 2026-07-14

In two lines: each client lives in its own Account within your workspace. You create it from Accounts, and when you activate it you define who pays its subscription. Before that, understand the model in Workspace and Account.

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 does activating the account mean?

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

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 directly about what you see on screen.