Sub-Agencies
An optional second tier beneath a parent agency, with scoped staff and separate commissions.
Plan requirement: Pro or Agency. Sub-agencies are sold as a Pro and Agency plan
feature. As of the current 0.x line the product does not technically block a
Starter agency from creating them, but they remain a plan term under section 5.1 of
the Terms of Service and we may enforce it — so don't
design a Starter workflow around them. See Billing.
Sub-agencies let a larger operation organize hosts and staff into groups beneath the parent agency.
What they are #
A SubAgency is an optional grouping under a parent agency. Hosts (via their
platform details) and staff can belong to a sub-agency.
Scoped staff #
Staff with the Manager role can be scoped to a sub-agency. Their queries are automatically filtered to only the records they can access, so a North Region manager sees North Region hosts and data.
The scope applies to the surfaces where it is easy to forget as well as the obvious ones: monthly statements (list, direct URL, and bulk actions), the conversations inbox and its deep links, dashboard widgets, the counts on navigation items, event participant lists and pickers, contact merging, uploaded documents and their CSV preview, reward redemptions, mission completions, manager goals, and the region and host pickers on the forms themselves. Where a count has to stay agency-wide to be truthful — a campaign audience, an automation run — the number is shown in full and the names outside your scope are withheld, with the page saying how many were held back.
Creating and editing sub-agencies is admin-only; being scoped to one is not the same as being able to manage them.
Separate commissions #
Sub-agency commission is tracked separately on each statement, so a parent agency can account for both its own and each sub-agency's split. See Payouts & Commissions.