Accounts List Page
Manage every sub-account under your account from one screen — log in as any of them, move them, upgrade them, or take them offline.
On this page
1Who sees this page
The Accounts page appears for any Multi-Level Account — an account that has, or can have, other accounts nested beneath it. It lists every sub-account below you, including sub-accounts of your sub-accounts, so an Enterprise account can reach its whole tree from one screen.
If your account is single-level, you won’t see this page at all; you land on the Client List instead, because there is nothing nested below you.
2What the list shows
Each row represents one account, with the identifying details you need to tell them apart:
Columns
You can add a column of your own
The list supports one custom column that you choose. Pick the field you actually use to tell accounts apart — it becomes an extra column in the table and saves you opening each account to check.
3Finding an account or a contact
There are two separate searches on this page, and they look for different things. Picking the wrong one is the usual reason a search “finds nothing.”
Searching for an account
Use this to find a sub-account in the tree. You can search by:
- Combo — checks all of the fields below at once
- Company Name
- First and Last Name
- Email Address
Searching for a contact across every sub-account
Use this to find a person inside any account below you, without logging into each one. You can search by:
- Combo — checks all of the fields below at once
- First and Last Name
- Street Address
- Phone
- Email Address
- External ID
Combo is convenient, and noisy
Combo matches your text against every field at once. Searching a phone number like 555-555-5555 under Combo will also return records where “555” appears in an address, an email, or an ID. When you know which field you’re matching, pick that field — the results get dramatically cleaner on a large account tree.
Phone number formats
Phone search accepts any 10-digit format, so you don’t have to match how the number was typed in:
5555555555(555) 555-5555555-555-5555555.555.5555
4Logging in to a sub-account
Each active account has a Login button that drops you straight into that account — no separate credentials, no signing out first.
Deactivated accounts have no Login button
The Login button only appears for accounts that are currently active. If an account has been deactivated, the button is gone — reactivate it first (see below), then log in.
5The Actions menu
The Actions menu at the right of each row is where account management happens. Not every option shows for every account:
| Action | What it does | When it appears |
|---|---|---|
| Edit Account | Opens the account’s details for editing. | Always |
| Move Account | Re-parents the account — opens a list of your accounts so you can nest this one under a different parent. | Always |
| Upgrade to Multi-Account | Converts a single-level account into a multi-level one, so it can hold sub-accounts of its own. | Hidden on self-pay accounts |
| Mark as Single Level | The reverse — converts a multi-level account back to single-level. | Only on accounts that are currently multi-level |
| Deactivate | Takes the account offline. See the next section — this one has consequences. | On active accounts |
| Reactivate | Brings a deactivated account back. | On deactivated accounts |
Self-pay accounts can’t be upgraded from here
If an account pays for itself, the Upgrade to Multi-Account option is hidden from its Actions menu. That’s deliberate, not a permissions glitch — the change has billing implications, so it doesn’t happen from this screen.
6Taking an account offline
There is no one-click delete. Removing an account is a two-stage process built around a grace period, so an account can’t be destroyed by a single misclick.
Step 1 — Deactivate
Choosing Deactivate pauses the account and asks you to confirm. Once confirmed, the account is offline: nobody can log into it, and it stops operating.
A deactivated account is permanently deleted after 10 days if it isn’t reactivated. At that point it is irretrievable — contacts, sales cycle steps, action plans, templates and users are all gone, and the account’s phone number is released. There is no way to recover any of it.
Step 2 — Reactivate, if you change your mind
Within those 10 days, Reactivate restores the account and everything in it. After the window closes, there is nothing left to restore.
Accounts with sub-accounts can’t be deactivated
If the account still has accounts nested under it, ClientTether blocks the action and tells you to deal with those first: “Account have subaccounts, Unable to delete, we need to first move or delete subaccount(s).” Use Move Account on each child to re-parent it, or deactivate the children first, then come back to the parent.
Need an account fully deleted right now?
Immediate deletion isn’t available from this screen — choosing it returns “Please contact administrator to delete account.” Either use Deactivate and let the 10-day window run out, or contact ClientTether support if you need it removed sooner.
7Troubleshooting
My search returns nothing, or far too much
Check which of the two searches you’re using — account search and contact search look at different data. Then check the field selector: Combo matches every field at once and gets noisy fast, so choose the specific field when you know it.
The Login button isn’t there
That account is deactivated. Reactivate it and the button comes back.
“Action is not allowed as account is Deactivated”
Exactly what it says — deactivated accounts are frozen. Reactivate the account before making changes to it.
I can’t deactivate an account
It still has sub-accounts underneath it. Move or deactivate the children first.
“Upgrade to Multi-Account” is missing
That account is self-pay, so the option is hidden by design. It isn’t a permissions problem.
8Related pages
- Account Types in ClientTether — Enterprise, multi-level and single-level explained.
- Account Settings — where new accounts are created and cloned.
- Logging in — where each account type lands after sign-in.