You can control how many users can be added to your sub-accounts in SaaS Mode. This limit only affects the users specific to the sub-account, while you can still add as many agency-level users as you need. Setting a user limit is an easy way to create separation between plans and encourage customers to purchase upgrades.

Configuring User Limits for SaaS Plans #

Go to the Agency View and click on the SaaS Configurator. Then, select Edit Details for the plan you want to set a user limit for.

Switch to the Pricing tab and find the User Limit option.

By default, there’s no limit. Turn on the User Limit toggle and set the limit you want for this plan.

Click Save. Now the user limit is in place for this plan, and it will apply to any new sub-accounts created or upgraded to this plan.

Updating User Limits for Specific Sub-Accounts #

Go to the Sub-Accounts page at the agency level and select the sub-account where you want to set a user limit.

Switch to the Usage Limit section, where you can change user limits.

Set or update the limit as needed and click Save.

It’s important to note that the user limit set on the Manage Client page takes precedence over the limit of the subscribed plan for that sub-account. If the sub-account decides to upgrade their plan, the limit will be adjusted according to their new plan.

Frequently Asked Questions #

Does the user limit affect agency-level users? #

No. The user limit only applies to users specific to the sub-account. You can still add as many agency-level users as you need.

Why set a user limit? #

User limits create clear separation between your plans and encourage customers to upgrade to a higher tier when they need to add more users.

How do I set a user limit for a plan? #

In the Agency View, open the SaaS Configurator, choose Edit Details for the plan, go to the Pricing tab, enable the User Limit toggle, set the limit, and click Save.

How do I set a user limit for one specific sub-account? #

Open the Sub-Accounts page at the agency level, select the sub-account, go to the Usage Limit section, set or update the limit, and click Save.

Which user limit takes precedence? #

The limit set on the Manage Client page for a specific sub-account takes precedence over the subscribed plan’s limit.

What happens to the user limit when a sub-account upgrades? #

If the sub-account upgrades their plan, the user limit is adjusted according to the limit defined for their new plan.