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Managed Accounts

The terms ‘Accounts’ and ‘Projects’ are used interchangeably. Admin Center and the Organizations API use the term Accounts, and the Console primarily uses Projects. Going forward, Twilio is standardizing on Accounts.

A Managed Account is an account that is owned and overseen by an Organization. The Organization has full control over its managed accounts’ lifecycles and their settings.

The Twilio Organizations architecture

The Organization encompasses multiple accounts and multiple users, who have access to some or all of those accounts.

How managed accounts can help you

Managed accounts provide you with a way to bring all of the accounts created by your company’s employees into one place. You can see precisely which accounts your Organization and its users are responsible for, who has access to them — whether they are company developers or outside contractors — and manage them centrally.

There are two ways to create a managed account:

  1. Create a new account in your Organization. By default, this is will be a managed account.
  2. Import an existing account that was created outside of your Organization. Once imported, it becomes a managed account.

Organization Owners and Administrators have full control over the lifecycle of any account that is part of your Organization. For example, they can suspend, close, and remove accounts from the Organization.

Owners and Administrators also have the ability to manage account settings, such as choosing which users have access to a given account, and requiring the use of two-factor authentication to sign into the account.

Managed accounts, whether created by the Organization or imported into it, still have an Owner — i.e., a user with the Owner role. That user must be a managed user who is part of the same Organization as the account itself.

Custom account settings or configurations are not inherited on account creation. You may need to contact support to ensure that newly created managed accounts have the correct terms, invoicing, and specific features.

View a list of an Organization's managed accounts

Managed accounts and independent accounts

Your Organization’s managed accounts belong to your Organization. An Independent account is an account which belongs to an Owner who is not a part of your Organization but has granted acccess to it to one or more of your Organization’s managed users. To add an independent account to your Organization, you must invite the owner to share it, and they must accept your invitation. You can relinquish access to an independent account at any time.

Connecting to an independent account

Pending accounts

These are accounts that an Organization admin has explicitly added to your Organization, but for which the account owner has not yet confirmed the request. Whether they are managed or independent, they will be listed here until the import process is completed. See Add an existing account to learn how and when the added account’s owner is contacted.

Create a new account

You can create a new account in your Organization by visiting the Admin Center’s Accounts section.

  1. Log in to the Console and navigate to Admin Center > Accounts.
  2. Click the Create New Account button.
  3. In the Create New Account panel, hive the account a name. If you’re creating a Flex account, flip the switch — this activates some additional steps required for Flex accounts:
  4. Click the Create button.

After you create your new account, you’ll be taken into its details page where you can review access and invite contributors under the Users tab.

Add an existing account

You can add an existing account to your Organization from the Accounts section. The owner of the account you want to add must have signed up to Twilio through one of your Organization’s verified domains. The account’s owner will be emailed, and they will have to confirm the request before the account is added to your Organization.

You will also need the account’s SID. A user with access to the account can get that for you from the Console.

  1. Log in to the Console and navigate to Admin Center > Accounts.
  2. Click the Add Existing Account button:
  3. Enter the account’s SID.
  4. Click the Add Account button.

Add users to accounts

To add users to an account, click on the account in the Accounts section’s list and then, on the account’s details page, click on the Users tab. Here you’ll see a list of users how already have access to the account, if any. You can add users to work on the account by clicking the Invite User button above the list.

You can view sub-groups of users by clicking on the Select account roles popup and clicking the Filter button. To learn more about each of these roles, please see the Managed Users page.

The Pending Users tab will take you to a list of users who have been invited to access the account but have not yet responded to the invitation.

Account settings

Each account’s General tab provides not only information about the account, but allows you to update its settings and, if required, to close the account.

View and update an account's settings

The main settings are:

  • The account’s name.
  • The account’s owner. This can only be change if you are the owner now.
  • Whether users logging in to the account must use two-factor authentication. This is disabled by default.
  • Whether requests to webhooks must use HTTPS. This is enabled by default.
  • Whether all REST requests for this account must use Public Key Client Validation. This is disabled by default.
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