The contact limit is NOT A HARD LIMIT, i.e. more contacts can still be created in the sub-account even after the limit has been exhausted. Just that an un-dismissible warning message (as shown below) will be shown on the contacts page asking the sub-account users to upgrade.

TABLE OF CONTENTS

1. Configuring contact limits for SaaS plans
2. Updating contact limits for specific sub-accounts

Configuring contact limits for SaaS plans

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

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

Step 3: By default, unlimited contacts are allowed. Enable the Contact 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 contact 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 contact limit for.

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

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

The contact 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.