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Sub-Account Setup & Management

A parent agency can add a sub-agency account and configure the Credit Control limit for that sub-agency.

This guide provides an end-to-end tutorial for Travel Agency users on how to share subscriptions, set up sub-accounts step-by-step.

Part 1: Sub-Agency - Requesting a Partnership​

The process is initiated by the sub-agency, which must request a subscription link from their desired main agency partner.

1.1 Accessing Subscriptions​

Log into your Agency Admin portal and navigate to the Subscriptions menu. This page displays your current airline subscriptions and any pending requests.

1.2 Initiating the Request​

Click on the Request a subscription button to open the partnership request modal.

Request Button

Request Button

1.3 Completing the Request Details​

In the request modal, provide the following mandatory information:

  • Email ID: Enter the contact email ID of your main agency
  • Note: Clearly specify which main agency you are requesting from.
    • Example: "Requesting Singapore Airline subscription from DK Travels"

Mandatory Fields

Mandatory Fields

1.4 Submission & Code Generation​

Click Send to submit your request. Once submitted, the main agency will receive an automated email containing this request code, allowing them to proceed with the setup.

1.5 Tracking Request Status​

You can monitor the status of your request (e.g., Pending, Approved, Rejected) under the Requested tab. Each entry includes the Request ID, Date, and Main Agency.

Status View

Status View

Screenshot 20260224 1605 019

Screenshot 20260224 1605 019

Part 2: Main Agency - Linking & Configuration​

Once the main agency receives the request code (via email), they must link the sub-account and configure its operational parameters.

Step 2: Navigate to Sub-Accounts​

Log in to the Main Agency Portal.

From the left navigation menu:

  • Go to Agency Admin
  • Open Subscriptions

Sub Accounts Navigation

Sub Accounts Navigation

Step 3: Click Add Sub-Account​

On the Sub Accounts page, click the Add Sub Account button.

Add Sub Account Button

Add Sub Account Button

Step 4: Enter Request code​

Paste the Request code received by the sub-agency(via mail).

Click Continue.

Enter Subscription ID

Enter Subscription ID

Step 5: Verify Requesting Account​

The system will verify the requesting agency.

Click Confirm and Continue.

Verify Requesting Account

Verify Requesting Account

Step 6: Select Subscriptions to Share​

On the next screen, select the subscription(s) that should be shared with the sub-agency.

Example:

  • Emirates Airline subscription
  • Air India subscription

Select Subscriptions

Select Subscriptions

Step 7: Confirm Subscription Selection​

After selecting the subscription, click Continue.

Confirm Subscription Selection

Confirm Subscription Selection

Step 8: Subscription Successfully Shared​

Once the subscription is shared successfully, the system will display a confirmation message.

Subscription Shared Confirmation

Subscription Shared Confirmation

Step 9: Set Up Sub-Account Profile​

You will now be redirected to the Sub Account Profile page.

Here you need to enter the general details of the sub-agency:

  • Customer account code
  • Contact details
  • Currency code

Sub-Account Profile Setup

Sub-Account Profile Setup

Step 10: Save Sub-Account Profile​

After entering the details, click Continue.

Save Sub-Account Profile

Save Sub-Account Profile

Step 11: Configure Financial Boundaries​

Define the sub-agency's credit limits and operational financial parameters.

For detailed instructions on setting up limits and managing risks, please refer to the Credit Control & Financial Management guide.

Part 3: Ongoing Management & Monitoring​

Editing Sub-Accounts​

You can update contact details, change order owners, or toggle the status (Active/Inactive) of a sub-account at any time by clicking the name in the list.


Empty State

Empty State

Part 5: Financial Management & Top-Ups​

Sub-agencies can request credit top-ups and monitor their financial standing directly through the portal. To ensure better organization, all financial workflows have been consolidated.

For the complete guide on requesting top-ups, tracking statuses, and auditing transactions, please see the Credit Control & Financial Management documentation.

Part 6: Sub-Agency Management Tabs​

Inside the sub-agency page, several management tabs are available:

  • Account
  • Shared Subscriptions

Detailed financial tabs (Balance / Top-up, Payment Methods, and Account Statement) are covered in the Credit Control & Financial Management guide.

1. Account Tab​

The Account tab displays the general profile and configuration details of the sub-agency.

2. Shared Subscriptions​

This section shows which airline subscriptions are shared with the sub-agency.

Sub-Agency Tabs Overview

Sub-Agency Tabs Overview

Navigation: Sub Accounts → AirInd Agency → Shared Subscriptions

The table shows:

FieldExplanation
Content / AirlineAirline whose subscription is shared
Request CodeSubscription request reference
Created DateDate when subscription was shared
Created ByAdmin who shared the subscription
PCCPseudo City Code used for airline access
IATA NumberAgency's IATA number
StatusActive or inactive subscription

Part 4: Airline Order Flow (Sub-Agency)​

Once the partnership is active and credit is allocated, sub-agencies can search and book flights directly through the Travel Workbench.

For detailed instructions on flight search, fare selection, quoting, and completing bookings, please refer to the Travel Workbench Documentation.