If you’re looking for precise control over how sub-account subscriptions are managed, look no further than the Advanced Settings tab inside the SaaS Configurator. This section provides you with modular control over the onboarding and upgrading process. So, let’s discover how it works.

Subscription Settings #

Use the toggles in Subscription Settings to manage how upgrades and suspensions are handled.

Sub-Account Onboarding #

This section helps you start on the right foot. It consists of two parts:

• Naming Convention: This gives you more control over how accounts appear in your system, either by using the Company Name (when using funnels or a companyName value in the subscription metadata) or the sub-account owner’s name.
• Welcome Email: Use this section to preview and modify the email sent to all newly added account users with their login credentials.

Categories #

In this section, you can create, rename, or delete categories, which give you a way to group plans for easier organization.

Taking care of these details makes your agency management easier and more organized without losing branding or requiring constant human input. We know it will give you valuable time to spend on customers, so we hope you enjoy it.

Frequently Asked Questions #

What does the Advanced Settings tab control? #

It gives you modular control over how sub-account subscriptions are onboarded, upgraded, and managed, all from within the SaaS Configurator.

What can I manage in Subscription Settings? #

You use the toggles in Subscription Settings to manage how upgrades and suspensions are handled for your sub-accounts.

What naming convention options are available? #

You can have accounts appear using the Company Name (when using funnels or a companyName value in the subscription metadata) or by the sub-account owner’s name.

What is the Welcome Email setting for? #

It lets you preview and modify the email sent to all newly added account users, which includes their login credentials.

What are Categories used for? #

Categories give you a way to group your plans for easier organization. You can create, rename, or delete them as needed.

Where do I find these Advanced Settings? #

Open the SaaS Configurator in your Agency View and select the Advanced Settings tab at the top.