Sub-Accounts Tab

Written By Sara Irfan

Last updated 4 days ago

What is the Sub-Accounts Tab?

The Sub-Accounts tab is your account-level view of engagement. Each row represents one of your SaaS client sub-accounts, showing their login activity status, user counts, time spent, and last login timestamp. This is where you evaluate individual accounts.

What You Can Do with the Sub-Accounts Tab

Find accounts that need outreach. Sort by "Last Login" to see which accounts haven't logged in recently.
Validate onboarding success. Filter by your SaaS plan and check which new sub-accounts have actually logged in vs. which ones signed up and disappeared.
Identify upsell candidates. Filter by a lower-tier plan and look at active users and time spent. Accounts with heavy engagement on a lower plan are upsell opportunities.
Spot team adoption gaps. If a sub-account has 8 total users but only 1 active user, the account owner adopted but their team didn't.

Sub-Accounts Tab Metrics

Metric	Definition
Total Users	Total number of users who have access to this sub-account (regardless of whether they've logged in)
Active Users (7d/15d/30d/60d/90d)	Unique users with at least one login event within the selected time window
Last Login	Timestamp of the most recent login event for any user in this sub-account
Total Time Spent	Total cumulative time all users in this sub-account spent in the app (active tab time only)
Login Activity Status	Active (last login ≤7 days ago), At Risk (8-30 days ago), or Dormant (>30 days ago or never)

Sub-Accounts Tab Filters

Filter	Options
Status	Active / At Risk / Dormant
Plan	Shows all SaaS plans configured in your system

Common Questions & Answers

What's the difference between Total Users and Active Users?

Total Users is everyone who has access to that sub-account, whether or not they've ever logged in. Active Users only counts people who actually opened the app within the selected time window. A sub-account with 10 Total Users and 2 Active Users (30d) means 8 people have credentials but haven't touched the platform in a month.

Why does a sub-account show 'Dormant' when I know the client was just active?

Check three things: (1) Data delay, if they just logged in, wait 2-3 minutes and refresh. (2) Timezone, "today" is based on your browser's timezone, not UTC. (3) Filters, make sure you're not looking at a filtered view that's hiding recent activity.

A sub-account has 0 total time spent but shows a recent Last Login, how?

Each login day adds a 2-minute minimum to total time. If you're seeing 0, the data may not have fully aggregated yet. Wait a few minutes and refresh. If it persists, the user may have opened the app and immediately closed it before any events were recorded.