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

Common Mistakes

• Creating sub-accounts for every new offer — unnecessary complexity.
• Setting up a sub-account before confirming your plan supports it.
• Not completing the full email authentication for each sub-account — sending settings are separate per account.
• Confusing sub-accounts with team member roles — these are different features.

Next Steps

• How to Invite a Team Member
• How to Set Up Your Business Profile