Features/Agency & White Label/Client Sub-Accounts
Agency & White LabelAgency

Client Sub-Accounts

Client Sub-Accounts give every client their own isolated APEX environment — their own login, their own data, their own campaigns — while you see everything from the agency master dashboard. Role-based permissions mean you control what each client can see and do: they can view reports but not edit campaigns, or they can have full access. You decide.

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How it works

STEP 01
Create a sub-account
From the agency dashboard, create a new sub-account and set the client's name, email, and access level. Takes 60 seconds.
STEP 02
Invite the client
An invitation email goes to the client. They set their password and land in their sub-account — which only shows their data.
STEP 03
Connect their ad platforms
You connect the client's Meta, Google, and TikTok accounts to their sub-account. They can also connect their own accounts via Client Connect Links.
STEP 04
Manage from master dashboard
From your agency view, you see all sub-accounts in a grid. Spot issues, compare performance, and jump into any client account with one click — no separate logins.

Use cases

1
Onboarding a new client in 10 minutes
Create sub-account, send invite, send Client Connect Link for ad account access. Client is onboarded and their accounts are connected before your first strategy call.
2
Client-facing access without full control
Give clients 'view only' access so they can check their own dashboard without the ability to pause campaigns or change budgets. They stay informed; you stay in control.
3
Portfolio view for agency principals
Agency owners see all client accounts in a single grid view — total spend, blended ROAS, and flags — without opening individual accounts. Morning check takes 2 minutes.

Also in Agency & White Label

White-Label Dashboard
Replace APEX branding with your own. Custom domain, logo, and color scheme. Your clients see your brand, not ours.
Client Connect Links
Send clients a one-click link to securely connect their ad accounts. No sharing credentials, no lengthy onboarding.
Dedicated Account Manager
A real human who knows your accounts. Strategy calls, onboarding support, and priority escalation when you need it.

Ready to use Client Sub-Accounts?

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