How to Add Sub-Accounts to Your UniLink Agency (Onboard Clients Fast)
How to Add Sub-Accounts to Your UniLink Agency (Onboard Clients Fast)
Create individual client accounts under your UniLink Agency and give each client their own login without losing centralized control.
- Sub-accounts are standalone client workspaces you create and manage from your Agency Dashboard.
- Each client gets their own login and page editor, but you retain full access to every account at any time.
- You can pre-configure branding, transfer ownership, and set plan levels before sending the invite.
Adding a new client to your agency workflow used to mean creating a fresh UniLink account with a throwaway email, sharing credentials insecurely, and losing visibility the moment the client wanted to take over. Sub-accounts eliminate all of that. When you add a sub-account under your UniLink Agency, you keep persistent admin access to the page regardless of what the client does with their own login, and the client never sees your other accounts or your billing details.
What Sub-Accounts Do
A sub-account is a fully functional UniLink page workspace that belongs to a specific client but lives under your Agency umbrella. It has its own username, its own link-in-bio page at unil.ink/clientusername, its own analytics, and its own editor login. From the client's perspective, their experience looks like a normal UniLink account — or a white-labeled version of your agency's platform if you've configured that. From your perspective, it's one entry in a list you can access with a single click.
Sub-accounts support independent plan tiers. You might assign a Starter plan to a small local business client while giving a Pro plan to a creator client who needs advanced analytics and custom domains. Because you control plan assignment, you can match the feature set to what each client actually needs and adjust it at any time without the client having to navigate billing settings themselves.
Ownership transfer is also built in. If a client eventually wants to manage their account fully independently — or if you're handing off a completed project — you can transfer ownership of the sub-account to the client's email address. They then become the primary account holder, the account detaches from your agency billing, and their page continues operating without any downtime or URL change.
How to Get Started
- Open your Agency Dashboard. Log in at app.unilink.us and click "Agency" in the left sidebar. This takes you to the Agency control panel where all sub-accounts are listed.
- Navigate to Sub-Accounts. In the Agency panel, click the "Sub-Accounts" tab. You'll see a list of existing client accounts and a prominent "Add Sub-Account" button in the top-right corner.
- Enter client details. Click "Add Sub-Account," then enter the client's name and email address. Optionally add internal notes (visible only to you) such as contract start date, niche, or billing reference number.
- Choose the plan tier. Select the plan (Starter, Pro, or Business) you want to assign to this client. The cost is added to your consolidated Agency invoice, not charged separately to the client.
- Configure initial branding. Before sending the invite, pre-fill the client's page with their logo, brand colors, and primary URL. This way the client logs in to a branded page rather than an empty template, making the onboarding experience feel polished.
How to Use Sub-Accounts
- Send the invite. After saving the sub-account configuration, click "Send Invite." The client receives an email with a link to set their password. The link is valid for 72 hours; you can resend it from the Sub-Accounts tab if it expires.
- Access a client's account. From the Sub-Accounts list, click any client's name or the "Open" button next to their entry. You're taken directly into their page editor with full admin access — no password required on your end.
- Edit on the client's behalf. Inside a sub-account, you have the same editing capabilities as the client. You can add blocks, change designs, update links, and publish changes. Any edits you make are live on their page immediately after publishing.
- Review client analytics. Each sub-account has its own Analytics tab showing link clicks, visitor geography, device breakdown, and referral sources. Review this regularly to proactively suggest page optimizations to your clients.
- Transfer ownership when needed. To hand off a sub-account to a client permanently, go to that sub-account's Settings → Ownership and click "Transfer Ownership." Enter the client's email and confirm. The account leaves your Agency roster and becomes an independent account.
Key Settings
| Setting | What It Does | Recommended |
|---|---|---|
| Client Email | The login address for the client; also where invite and notification emails are sent | Use the client's primary business email, not a personal address |
| Plan Tier | Determines which features and limits apply to the sub-account (Starter / Pro / Business) | Start with Pro for most clients; it covers custom domains and advanced analytics |
| Client Editing Permissions | Controls whether the client can modify their page; disable to make the account agency-managed only | Enable for collaborative clients; disable for fully managed service agreements |
| Branding Pre-fill | Lets you configure logo, colors, and links before the client logs in for the first time | Always pre-fill before sending the invite for a professional first impression |
| Internal Notes | Free-text field visible only to your agency, not to the client | Record billing reference, contract terms, and preferred contact method here |
Get the Most Out Of Sub-Accounts
Speed matters in client onboarding. The faster a client sees a working, branded page after signing the contract, the more confident they feel about the engagement. Build a standardized onboarding flow: collect the client's logo, brand colors, and top five links via a short intake form (a Google Form works fine), then pre-fill the sub-account in under ten minutes before sending the invite. Clients who log in to a near-finished page are far more likely to stay engaged than those who land on a blank screen.
Use the plan tier assignment strategically. Not every client needs the full Business plan, but assigning every client the lowest tier can limit the features you can actually deliver. A good default is Pro, which covers custom domains, advanced link analytics, and priority block types. Reserve the Business tier for clients with e-commerce needs, custom CSS requirements, or high-volume link traffic where detailed analytics matter most.
Maintain access discipline. It can be tempting to use agency admin access to make quick edits on a client's page without telling them, but this creates confusion when the client logs in and finds unexpected changes. Establish a clear policy: notify the client via email before making any substantive edits on their behalf. This keeps the relationship transparent and prevents accidental overwrites when both you and the client are editing simultaneously.
For agencies managing twenty or more clients, the Sub-Accounts list can become difficult to scan. Use the search and filter capabilities in the Agency Dashboard to group clients by plan tier, activity status, or custom tags. Flagging inactive sub-accounts — pages that haven't been updated or visited in 30+ days — helps you proactively reach out to clients who may be churning before they actually cancel.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| Client says they didn't receive the invite email | Email landed in spam, or a typo in the address | Check the email address in Sub-Accounts, correct it if needed, and resend the invite |
| Client can't log in after setting password | Sub-account not yet fully activated on backend | Wait two minutes and retry; if persistent, open a support ticket with the sub-account email |
| Ownership transfer button is greyed out | Pending changes or active session on the sub-account | Ensure no unsaved edits exist in the sub-account, then retry the transfer |
| Client can see other sub-accounts in their dashboard | Client was accidentally granted Agency Admin role | Go to that sub-account's Permissions tab and downgrade the role to Standard User |
- Full admin access to every client page from a single login, no credential sharing needed
- Pre-fill branding before invite so clients start with a polished, near-complete page
- Per-account plan assignment lets you tailor features and costs to each client's needs
- Ownership transfer allows clean handoffs when a client wants full independence
- Clients must complete email verification before they can access their account
- Simultaneous editing by both agency and client can cause overwrites without version history
- No bulk invite feature — each sub-account must be created individually
Frequently Asked Questions
Can a client be under two agencies at once?
No. A sub-account belongs to one Agency at a time. If you want to transfer a client to another agency, you first need to transfer ownership out of the current agency, then invite the account into the new one.
What does the client see when they log in?
Clients see a standard UniLink dashboard scoped only to their own page. They have no visibility into your agency settings, other sub-accounts, or your billing. If you've enabled white-labeling, they see your agency's branding instead of UniLink's.
Can I limit what the client can change on their page?
Yes. In the sub-account's Permissions settings, you can restrict editing to specific sections — for example, allowing the client to update their bio text but not the design or block layout. This is useful for clients who tend to accidentally break things.
Is there a limit to how many sub-accounts I can create?
Your Agency plan includes a base number of sub-accounts. You can purchase additional seats at any time from the Billing tab, with volume pricing kicking in at 10, 25, and 50+ accounts.
What happens to the client's page URL when I transfer ownership?
The URL stays exactly the same. Ownership transfer is an administrative change only — the client's unil.ink/username address and all published content are completely unaffected.
- Sub-accounts give each client their own login and page while you retain persistent admin access.
- Pre-fill branding and content before sending the invite to create a professional first experience for clients.
- Plan tiers are assignable per sub-account — tailor feature sets to each client's actual needs.
- Editing permissions can be restricted to prevent clients from accidentally breaking their pages.
- Ownership transfer lets you cleanly hand off accounts without any URL or content changes.
Ready to onboard your first client? Open your Agency Dashboard and add your first sub-account in under five minutes.
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