More Tutorials From the Community

https://www.youtube.com/watch?v=jbbZX18_0tw

https://www.youtube.com/watch?v=KsuZU3IJ7Bs&feature=youtu.be

SaaS mode now allows you to restrict the number of users that can be added to sub-accounts.

The limit only applies to the number of sub-account level users that can be added. You can still add as many agency level users to the sub-account as you require.

TABLE OF CONTENTS

• Configuring user limits for SaaS plans
• Updating user limits for specific sub-accounts

Configuring user limits for SaaS plans

Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the user limit for.

Step 2: Go to the ‘Usage Limits’ tab. ‘User limit’ option can be found there.

Step 3: By default, unlimited users are allowed. Enable the User Limit toggle and set the desired limit for this plan.

Step 4: Select 'Save'.

The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.

Updating user limits for specific sub-accounts

Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the user limit for.

Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. User limits can be found there.

Step 3: Set/update the desired limit and select ‘Save’

The user limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.