Partner Guide
Create & Manage Sub-Accounts
Complete guide to creating client workspaces, assigning plans, configuring primary users, monitoring usage, and managing client lifecycles as a SkyLight Chat partner.
Create & Manage Sub-Accounts
Purpose
As a SkyLight Chat partner, you can create and manage isolated workspaces (sub-accounts) for your clients. Each workspace operates independently with its own contacts, channels, team members, and settings — while you maintain oversight and control from the Partner Portal.
Who Can Access
| Requirement | Details |
|---|---|
| Account Type | Partner account (Agency or Enterprise) |
| Permission | Partner admin or authorized team member |
| Access | Partner Portal → Clients |
Prerequisites
- Active partner account
- Available client seats on your plan
- Client's company and admin information ready
Full Walkthrough
Creating a New Client Workspace
- Navigate to Clients in the Partner Portal
- Click + Create Client
- Fill in Company Information:
- Company Name — Client's business name (required)
- Country — Select from dropdown (affects timezone)
- Timezone — Auto-set from country, can override
- Fill in Primary User (Admin):
- First Name — Required
- Last Name — Required
- Email — Required, must be unique across all accounts
- Phone — Optional (E.164 format)
- Select Plan:
- Test, kickoff, Sky pro, or Entreprise (based on your partner tier)
- Configure Options:
- Send Invitation Email — On by default
- Skip Invite — Create without sending email
- Click Create Client
- Workspace is created immediately
Client Creation Response
After creation, you receive:
- Client ID — Unique workspace identifier
- Dashboard URL — Direct login link for client
- Admin Credentials — If email skipped, temporary password provided
- Setup Status — Pending setup or active
Viewing Client Details
- Click on any client row
- View the client detail screen:
- Company information
- Primary user details
- Current plan and limits
- Usage statistics
- Channel connections
- Team member count
Updating Client Information
- Open client details
- Click Edit or use inline editing
- Modifiable fields:
- Company name
- Timezone
- Plan (with options for immediate or next-cycle)
- Click Save Changes
Changing a Client's Plan
- Open client details
- Click Change Plan
- Select new plan
- Choose timing:
- Immediate — Takes effect now
- Next Billing Cycle — Takes effect at renewal
- Confirm the change
Plan downgrades may affect client features. Review the confirmation modal for impact details.
Suspending a Client
Suspension blocks access while preserving data:
- Open client details
- Click Suspend or use row actions (•••)
- Enter optional reason (for your records)
- Click Confirm Suspension
Effects of suspension:
- Client admin and team cannot log in
- API calls from client return 403
- Channels continue receiving (messages queue)
- Data is fully preserved
- Partner can still access via Login As
Reactivating a Client
- Open suspended client details
- Click Reactivate
- Confirm reactivation
- Client access is restored immediately
Deleting a Client
Permanent deletion — use with caution:
- Open client details
- Click Delete (in danger zone)
- Review the deletion warning:
- All contacts will be deleted
- All messages will be deleted
- All team members removed
- Channels disconnected
- This cannot be undone
- Type the company name to confirm
- Click Delete Permanently
Field & Control Glossary
Create Client Form
| Field | Type | Required | Description |
|---|---|---|---|
| Company Name | Text | Yes | Client's business name |
| Country | Dropdown | No | Primary country (sets timezone) |
| Timezone | Dropdown | No | IANA timezone (default: UTC) |
| Primary User First Name | Text | Yes | Admin's given name |
| Primary User Last Name | Text | Yes | Admin's family name |
| Primary User Email | Yes | Must be unique globally | |
| Primary User Phone | Phone | No | E.164 format preferred |
| Plan | Dropdown | Yes | Test, kickoff, Sky pro, or Entreprise |
| Skip Invite | Toggle | No | Don't send welcome email |
Client Detail Fields
| Field | Type | Description |
|---|---|---|
| Company Name | Text | Display name |
| Slug | Text | URL-safe identifier (auto-generated) |
| Plan | Badge | Current subscription |
| Status | Badge | Active, Suspended, Pending |
| Primary User | Link | Admin contact details |
| Created At | Date | When workspace was created |
| Suspended At | Date | When suspended (if applicable) |
Usage Metrics
| Metric | Description |
|---|---|
| Contacts | Total contacts in workspace |
| Messages This Month | Sent + received this billing period |
| Team Members | Number of team accounts |
| Channels Connected | Active channel integrations |
| AI Sessions | AI agent conversations |
Actions Menu (•••)
| Action | Description |
|---|---|
| Edit | Modify client details |
| Change Plan | Upgrade or downgrade |
| View Usage | Detailed usage report |
| Login As | Access client dashboard |
| Suspend | Block client access |
| Reactivate | Restore suspended client |
| Delete | Permanently remove (danger) |
Statuses & Badges
Client Status
| Status | Badge | Meaning |
|---|---|---|
| Active | 🟢 Green | Workspace fully operational |
| Suspended | 🔴 Red | Access blocked, data preserved |
| Pending Setup | 🟡 Yellow | Awaiting admin first login |
Plan Badges
| Plan | Badge Color | Description |
|---|---|---|
| Starter | Gray | Basic features |
| Pro | Blue | Standard features + AI |
| Business | Purple | Advanced features |
Nested Screens
Create Client Modal
┌─────────────────────────────────────────────────────────────────────────────┐
│ Create Client Workspace [X] │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ Company Information │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Company Name * │ │
│ │ [Gulf Logistics ]│ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────┐ ┌─────────────────────────────┐ │
│ │ Country │ │ Timezone │ │
│ │ [Saudi Arabia ▼]│ │ [Asia/Riyadh ▼]│ │
│ └─────────────────────────────┘ └─────────────────────────────┘ │
│ │
│ Primary User (Admin) │
│ ┌─────────────────────────────┐ ┌─────────────────────────────┐ │
│ │ First Name * │ │ Last Name * │ │
│ │ [Khalid ]│ │ [Nasser ]│ │
│ └─────────────────────────────┘ └─────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Email * │ │
│ │ [[email protected] ]│ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Phone │ │
│ │ [+966507654321 ]│ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ Subscription │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Plan * │ │
│ │ [Pro ▼]│ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ ☑ Send invitation email to primary user │
│ │
│ [Cancel] [Create Client] │
└─────────────────────────────────────────────────────────────────────────────┘
Client Detail View
┌─────────────────────────────────────────────────────────────────────────────┐
│ ← Back to Clients │
│ │
│ Gulf Logistics Pro 🟢 Active │
│ Created: Mar 14, 2026 │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌─────────────────────────────────────┐ ┌─────────────────────────────────┐│
│ │ Primary User │ │ Usage This Month ││
│ │ │ │ ││
│ │ Khalid Nasser │ │ Contacts: 1,240 ││
│ │ [email protected] │ │ Messages: 4,520 ││
│ │ +966 50 765 4321 │ │ Team: 3 members ││
│ │ │ │ AI Sessions: 234 ││
│ └─────────────────────────────────────┘ └─────────────────────────────────┘│
│ │
│ Connected Channels │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ ✓ WhatsApp +966 50 123 4567 Connected Mar 10, 2026 │ │
│ │ ○ Telegram Not connected │ │
│ │ ○ Instagram Not connected │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ [Login As Client] [View Full Usage] [Change Plan] [Suspend] │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Suspend Confirmation
┌─────────────────────────────────────────────────────────────────────────────┐
│ Suspend Client [X] │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ You are about to suspend Gulf Logistics. │
│ │
│ What happens when you suspend: │
│ • Client admin and team members cannot log in │
│ • API access returns 403 Forbidden │
│ • Incoming messages are queued (not lost) │
│ • All data is preserved │
│ • You can still access via "Login As" │
│ │
│ Reason for suspension (optional): │
│ ┌─────────────────────────────────────────────────────────────────────────┐ │
│ │ Non-payment — Invoice #1234 overdue │ │
│ └─────────────────────────────────────────────────────────────────────────┘ │
│ │
│ [Cancel] [Suspend Client] │
└─────────────────────────────────────────────────────────────────────────────┘
How It Connects
| Feature | Relationship |
|---|---|
| Partner Dashboard | Client counts feed overview metrics |
| Usage Reports | Per-client usage aggregates here |
| Billing | Client plans affect partner billing |
| Login As | Direct access to client workspaces |
| Webhooks | Client events trigger partner webhooks |
Limits & Plan Behavior
Partner Tier Limits
| Limit | Agency | Enterprise |
|---|---|---|
| Client workspaces | 50 | Unlimited |
| Plans available | Test, kickoff, Sky pro, Entreprise | All + Custom |
| Bulk operations | ✓ | ✓ |
| API client management | ✓ | ✓ |
Client Plan Features
| Feature | Test | kickoff | Sky pro | Entreprise |
|---|---|---|---|---|
| Contacts | 50 | 1,000 | 5,000 | 10,000 |
| Conversations | 50 | 1,000 | 5,000 | 15,000 |
| Team members | 1 | 1 | 3 | 5 |
| — | ✓ | ✓ | ✓ | |
| Telegram / Instagram | — | — | ✓ | ✓ |
| — | — | — | ✓ | |
| API | ✓ | — | ✓ | ✓ |
Troubleshooting
Cannot Create Client
Symptoms: Create button disabled or returns error
Solutions:
- Check if you've reached client seat limit
- Verify email isn't already in use
- Ensure all required fields are filled
- Check partner account is active
Client Invitation Not Received
Symptoms: Client admin says no email
Solutions:
- Verify email address is correct
- Check client's spam/junk folder
- Resend invitation from client details
- Use "Login As" to set password manually
Plan Change Not Taking Effect
Symptoms: Client still has old plan features
Solutions:
- Check if set to "next billing cycle"
- Verify change was saved successfully
- Have client log out and back in
- Clear client's browser cache
Cannot Delete Suspended Client
Symptoms: Delete button doesn't work
Solutions:
- Ensure client is fully suspended first
- Check you have delete permissions
- Type company name exactly as shown
- Try refreshing the page
Best Practices
Client Onboarding
- Prepare client info before creating workspace
- Create workspace with invitation email ON
- Schedule onboarding call with client
- Provide documentation links
- Follow up after 1 week
Plan Selection
- Test: Free trial / limited sandbox
- kickoff: Small businesses getting started with WhatsApp
- Sky pro: Growing teams needing multi-channel + API
- Entreprise: Highest limits including LinkedIn and outreach
- Pro: Growing businesses, need AI and API
- Business: Established businesses, high volume
Managing Suspensions
- Always add a reason for your records
- Notify client before suspending (if appropriate)
- Set calendar reminder to follow up
- Reactivate promptly when resolved
Data Hygiene
- Review inactive clients quarterly
- Suspend long-inactive accounts
- Delete only when data is truly unneeded
- Export data before deletion if needed
Related Articles
Partner Portal Overview
Introduction to the SkyLight Chat Partner Program — manage client workspaces, track usage, customize branding, and grow your business as a reseller or agency.
Login as Client & Return
Access client dashboards securely with impersonation tokens — provide support, troubleshoot issues, and return to Partner Portal seamlessly.