Account Types in ClientTether
How accounts nest inside each other, how to tell which one you’re in, and what an Enterprise account can control across everything below it.
On this page
1The three account types
ClientTether accounts nest inside each other like folders. Which type you have decides what you can see, whether you can create accounts beneath you, and how much of your setup is yours to change.
| Type | What it is | Can hold sub-accounts? |
|---|---|---|
| Enterprise | The main account holder, at the top of the tree. Can be single-level or multi-level, and can push settings down to everything below it. | Yes |
| Multi-level sub-account | Sits beneath an Enterprise account or beneath another sub-account — and has its own accounts nested below it. | Yes |
| Single-level sub-account | Sits beneath an Enterprise account or a multi-level sub-account. Nothing is nested underneath it. | No |
The tree can go deeper than two levels: a multi-level sub-account can hold its own multi-level sub-accounts, which is how a franchisor with regions above locations models the whole structure in one system.
2Which one am I in?
The fastest check is where you land after signing in:
Tell them apart in one second
A multi-level account lands on the Accounts List Page, because it has a tree to manage. A single-level account goes straight to its contacts, because there’s nothing nested underneath.
3Converting between types
An account’s type isn’t permanent. From the Accounts List Page, open Actions on any account below you:
- Upgrade to Multi-Account turns a single-level account into a multi-level one, so it can hold accounts of its own.
- Mark as Single Level does the reverse. It only appears on accounts that are currently multi-level.
Self-pay accounts can’t be upgraded here
If an account pays for itself, Upgrade to Multi-Account is hidden from its Actions menu. That’s by design — the change carries billing implications, so it doesn’t happen from this screen. It isn’t a permissions problem, and no amount of role changes will make the option appear.
4What an Enterprise account controls
This is the part most people discover by surprise. An Enterprise account can lock parts of the setup across every account beneath it, so a franchisor can guarantee that messaging, branding and process stay consistent at every location.
When something is locked, sub-account users can usually still see it — they just can’t change it. Action Plans, for example, open in read-only mode, and clicking a step name shows what it does without allowing edits.
| An Enterprise can lock… | Effect on sub-accounts |
|---|---|
| Action Plans | Plans are view-only; the cadence and content stay as the Enterprise built them |
| Actions | The individual steps inside plans can’t be altered |
| Triggers | Automation triggers are fixed |
| Sales Cycles | The stages a contact moves through are standardized |
| Lead Sources | Sources stay consistent, so reporting rolls up cleanly |
| Tags | The tag vocabulary is controlled centrally |
| Custom Fields | Field structure is uniform across locations |
| Log Codes | Activity logging categories are fixed |
| Proposals | Proposal setup is controlled from the top |
| Branding | Look and feel can’t be changed locally |
| Deletion | Sub-accounts are prevented from deleting protected records |
Locked doesn’t always mean frozen
Locking is not all-or-nothing. An Enterprise can lock its own Action Plans, Triggers and Log Codes while still allowing each sub-account to add their own alongside them. That way corporate sequences stay untouched, but a location can still build something for its local market.
Enterprise-level settings also cover the commercial side of the relationship — royalty and marketing rates are configured there, along with the password reset interval applied to users below.
“Your Enterprise Account has locked the Action Plans”
If you see this message, nothing is broken. Your Enterprise account has locked that area deliberately. If you genuinely need a change, ask the Enterprise account holder — changes made upstream flow down to every sub-account automatically.
5Related pages
- Accounts List Page — managing every account below you from one screen.
- Logging in — where each account type lands after sign-in.
- Action Plans — including how locked plans behave for sub-accounts.