When the system makes a user account for someone who signs up for a SaaS Mode plan, their User Permissions are set according to the Sub-Account Level permissions. These permissions are based on the features included in each SaaS plan you offer. However, if you want to customize features or permissions beyond what each SaaS plan offers for a specific sub-account, follow these steps to achieve it.

Note: Users can’t have more permissions than what’s allowed at the Sub-Account Level.

Customizing Features #

Inside the Agency View, head to the Accounts tab and find the sub-account for which you want to adjust permissions, then click its name to access Client Management.

Switch to the SaaS tab and locate the Enable/Disable Products section on the right side.

Use the dot marker to turn the desired features on or off, then click Save to set your changes.

Enabling a Feature #

Enabling a feature also grants the corresponding User Permission, which the admin can adjust. To do this, log into the sub-account, open Settings, and navigate to My Staff. Then, click Edit to fine-tune the user’s permissions.

And there you have it. Now you can customize the features offered inside of a sub-account beyond what is automatically set when the account was created as someone signed up for a Stripe subscription.

Frequently Asked Questions #

How are permissions set for a new SaaS sign-up? #

When a user signs up for a SaaS Mode plan, their User Permissions are automatically set according to the Sub-Account Level permissions, which reflect the features included in their chosen plan.

Can a user have more permissions than the Sub-Account Level allows? #

No. Users can never have more permissions than what is allowed at the Sub-Account Level, even if you adjust individual settings.

Where do I enable or disable products for a sub-account? #

In the Agency View, open the Accounts tab, click the sub-account name to open Client Management, switch to the SaaS tab, and use the Enable/Disable Products section on the right.

How do I save my feature changes? #

After toggling features on or off using the dot marker, click Save to apply your changes to that sub-account.

How do I adjust the User Permission that comes with an enabled feature? #

Log into the sub-account, go to Settings, then My Staff, and click Edit to fine-tune the user’s permissions.

Why would I customize features for a single sub-account? #

Customizing lets you offer access beyond the standard plan for a specific client without changing your plan definitions, which is useful for one-off arrangements or upsells.