Agency limits and rules

What this does

This page lists what an Agency account can and cannot do, so you can plan your client businesses.

The limits

Open Billing, then Subscriptions, then Subscription & Plans, and click the Capacity tab to see each limit with how much you have Used and how much is Remaining.

The rules

• Plans for clients. You can give a client Starter, Business or Pro. Other plans are not offered. See Choose a plan for a client.
• No Agency inside an Agency. A client business cannot be an Agency, so it cannot create client businesses of its own. A client's Capacity tab shows its own users and no client-business limit.
• No CRM Basic for clients. CRM Basic is not on the list of plans you can give a client.
• Capacity comes from you. What you give a client comes from your own limits. See Manage a client business.
• Hierarchies are separate. The number of client businesses is not the number of hierarchies. A client business has its own company and hierarchy. See Your company and branches.

Important notes

• A client business is created by the Add Tenant page. See Create a client business.
• Deleting a client business permanently deletes its data and cannot be undone.

Related guides

• Create a client business
• Choose a plan for a client
• Manage a client business