How to Set Up Sub-Accounts in MONDAi

A sub-account in MONDAi is a fully separate workspace — its own contacts, funnels, automations, and settings — nested under a parent account. Understanding when you need one and when you do not saves significant setup overhead.

What Sub-Accounts Are

Each sub-account is essentially an independent MONDAi account. It has its own sending domain, its own CRM, its own branding, and its own configurations. Contacts, workflows, and funnels in one sub-account are completely separate from another.

When You Need a Sub-Account

• You have multiple businesses with separate brands — two different businesses serving different audiences should be in separate sub-accounts
• You have clients whose data must be completely separated — separate sub-accounts provide data isolation
• You are operating as an agency managing clients — standard GoHighLevel agency use case

When You Do Not Need a Sub-Account

• You have multiple offers under the same brand — use separate funnels, pipelines, and tags within one account
• You want to test something — use your existing account with a separate funnel
• You have multiple team members — manage them through team member access, not sub-accounts

Steps

1. Check your plan supports sub-accounts

   Confirm with MONDAi support whether your plan includes sub-account capability.

2. Go to Settings → Sub-Accounts or Agency Dashboard

   The exact navigation depends on your account configuration.

3. Click Create Sub-Account

4. Name the sub-account clearly

   Use the business or brand name.

5. Complete initial setup for the sub-account

   Domain, branding, sending settings — each sub-account requires its own configuration.