Account Set-Up
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      2. Twilio
      3. Account Set-Up

      Creating a Twilio Subaccount

      This guide provides a straightforward process for creating subaccounts in Twilio, which can help you effectively manage and segment customer accounts.

      Not a visual learner? No problem!Here’s a straightforward, step-by-step guide in text form:

      • Navigate to Twilio: Go to Twilio's platform and log in.

      • Access Admin Settings: In the top-right corner, click on "Admin" and then select "Account Management."

      • Click on Subaccounts: On the left-hand side, click on "Subaccounts" to manage subaccounts for your Twilio account.

      • Review Subaccount Information: Subaccounts are separate accounts owned by your main account. They allow you to manage resources for each customer independently. Note that closed subaccounts will be automatically deleted after 30 days.

      • Create a New Subaccount: Click "Create Subaccount" and provide a "Friendly Name" for the subaccount (e.g., the name of the customer or the purpose of the subaccount).

      • Primary Customer Profile and EIN: Each subaccount requires a new Primary Customer Profile and a unique Business EIN, which cannot be the same as the primary Twilio account.

      • Finalize Creation: Click "Create Subaccount" to finalize the process.

      • View and Manage Subaccounts: Once created, your subaccount will appear in the list with an assigned SID. You can easily switch between the primary account and subaccounts using the dropdown menu at the top.

      • Switch to a Subaccount: If needed, you can click "View Subaccounts" to access and manage subaccounts. From there, you can select the subaccount you need to work on.

       

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