> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildassistants.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up An Agency Snapshot For New Sub Accounts With Default Features Assistants Rebilling Admin Lock

## Background & Purpose

Setting up an agency-level snapshot that applies default settings, feature access, assistant templates, and rebilling to every new sub-account. It also explains how to lock sub-accounts using an admin password for added security. This setup ensures consistency, speeds up onboarding, and gives agencies full control over what new accounts see and can use.

## Step-by-Step Process

### 1. Go to the Agency Tab

* Click on the **Agency** tab in the main dashboard

### 2. Configure Feature Access

* Under **New Accounts Have a Snapshot**, toggle ON all features you want new sub-accounts to have
* To **hide features** from clients (e.g., call center, widgets), toggle OFF their visibility

> **Note**: Admins will still see hidden features.

### 3. Set Usage Limits

* Define limits for:
  * **Max Assistants**
  * **Max Messages**
* Or leave them as **unlimited**

### 4. Enable Rebilling

* Turn on **Rebilling** for new sub-accounts
* Set price per voice minute (e.g., $0.10), keeping in mind your cost is $0.07/minute for margin calculation
* Optionally include billing email branding via your credentials at recent.com

### 5. Add Assistant Snapshots

1. Go to a sub-account with a well-built assistant (e.g., landing page)
2. Copy its **Assistant Snapshot ID**
3. Return to the agency settings and paste it into the **Assistant Snapshot** field
4. Click **Add**—this assistant will now auto-clone into all new sub-accounts

### 6. Create a New Sub-Account (Test or Live)

1. Go to the **Manage Accounts** section
2. Create a new sub-account to test or deploy
3. Once created:
   * Rebilling prompt will appear (if enabled)
   * Pre-selected features will be enabled or hidden
   * Pre-added assistants will be visible and ready to use

### 7. Admin Lock the Account (Optional)

1. From the **Manage Accounts** view, find the new sub-account
2. Enable **Admin Lock** and set a password
3. The sub-account is now inaccessible without the password

> **Security Note**: Even source inspection (F12) won't expose content.

**To unlock:**

* Visit the account
* Enter the correct admin password

## FAQs

### Q1: Will hiding features affect admin view?

**A:** No. Admins will still see everything. Hiding only affects client visibility.

### Q2: Can I update the snapshot later?

**A:** Yes, you can update features, assistants, and limits anytime. Changes will apply to new accounts going forward.

### Q3: Is assistant cloning automatic?

**A:** Yes. Once added via snapshot ID, the assistant is cloned into every new sub-account.

### Q4: What happens if the admin password is lost?

**A:** Only agency admins with access to the dashboard can reset or remove the admin lock.

## Key Benefits

* ✅ **Consistent onboarding** with standardized feature sets
* ✅ **Automated assistant deployment** via snapshot cloning
* ✅ **Flexible rebilling configuration** with custom pricing
* ✅ **Enhanced security** with admin password protection
* ✅ **Streamlined management** of multiple sub-accounts
* ✅ **Customizable client experiences** through feature visibility controls
* ✅ **Usage limit enforcement** to manage resource consumption