---
title: "Set Up an Agency Snapshot for New Sub-Accounts with Default Features, Assistants, Rebilling & Admin Lock"
description: "This setup ensures consistency, speeds up onboarding, and gives agencies full control over what new accounts see and can use."
url: https://support.agentsuite.ai/en/articles/229-set-up-an-agency-snapshot-for-new-sub-accounts-with-default-features-assistants-rebilling-and-admin-lock
collection: "Managing Subaccounts"
updated: 2026-05-01
language: en
---

# Set Up an Agency Snapshot for New Sub-Accounts with Default Features, Assistants, Rebilling & Admin Lock

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.

> _Admins will still see hidden features._

#### **3\. Set Usage Limits**

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

![](https://staticfiles.gleap.io/gattachments/RGxWCMtBF0qjfIlooMidZBoCIbYAWaFkRu31qw4pz9L425WX6AByMeGnLj9l1QaGRhXXFLiJm0O.png)

#### **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.
    

![](https://staticfiles.gleap.io/gattachments/xDRZQ1RYyBKxvwPFt7wNEY8Haj8os9Ym4F9GNHNLdnEo4hYmn1I5SMeCPGht5hb16LNK7Uu0bLN.png)

#### **5\. Add Assistant Snapshots**

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

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

-   Go to the **Manage Accounts** section.
    
-   Create a new sub-account to test or deploy.
    
-   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)**

-   From the **Manage Accounts** view, find the new sub-account.
    
-   Enable **Admin Lock** and set a password.
    
-   The sub-account is now inaccessible without the password.
    
    > _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?**  
No. Admins will still see everything. Hiding only affects client visibility.

**Q2: Can I update the snapshot later?**  
Yes, you can update features, assistants, and limits anytime. Changes will apply to new accounts going forward.

**Q3: Is assistant cloning automatic?**  
Yes. Once added via snapshot ID, the assistant is cloned into every new sub-account.

**Q4: What happens if the admin password is lost?**  
Only agency admins with access to the dashboard can reset or remove the admin lock.