OSPRY Docs

Agency

The sub-account dashboard

Who this is for: Agency accounts only, agency admins · Where: Agency rail -> Sub Accounts -> Sub Account Dashboard (/subaccounts)

What this does

If you run an agency account, this console manages every client account under your agency from one place: pooled usage, billing status, agency economics, and per-client controls. Direct accounts do not have this surface.

What is on the page

  • Parent header stat tiles:
    • Client accounts: how many client accounts you manage, and your billing cycle.
    • Pooled wallet: the agency's prepaid wallet usage drawn across all client sub-accounts this cycle.
    • Pooled revenue: retail revenue this cycle.
    • Next billing: the next billing date for the period.
  • Add a client account: create a new sub-account under your agency.
  • Agency economics: your agency discount and accrued affiliate commission for the period.
  • Per-client table: one row per client with Client (name and domain), Cycle usage, Plan, Next billing, Subscription status, Script status, and Actions.

Steps

Add a client account

  1. In Add a client account, type the Client company name.
  2. Click Add account. The new sub-account starts on the free plan and trial; you can then install its script and manage it.

Act as a client

  1. In the client's row, click Act as. OSPRY opens that client's portal so you can manage it directly.
  2. Work in the client's portal as needed, then return to your agency view.

Disconnect a client

  1. In the client's row, click Disconnect.
  2. Confirm. The client becomes a standalone account; their data is kept.

Tips & FAQs

  • Agency admins. This console is for agency accounts and is available to agency admins.
  • Pooled usage and revenue. The header rolls up usage and retail revenue across all your client accounts for the cycle.
  • Agency economics. Your discount and affiliate commission accrue from your sub-tree's retail revenue and are recorded as auditable ledger entries; payouts are reported here.
  • Status at a glance. The Subscription and Script columns tell you which clients are active, trialing, or past due, and whether each client's script is enabled, paused, or not yet installed.