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SaaS Configurator

SaaS User Level Permissions Vs Sub-Account Level Permissions

Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Plan configurator in your Agency account) are governed by a set of Sub-Account Level permissions that are

1 min read198 words2 explained imagesUpdated Fri, 23 Feb, 2024 at 7:19 PM
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Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Configurator in your Agency Account) are governed by a set of Sub-Account Level permissions that are determined by the feature set of each of the plans in the SaaS Configurator. (This is located in the Agency View > SaaS Configurator > Plans & Pricing tab > Edit Details button)

Figure 1 What this shows Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created… What this shows Illustrates "SaaS User Level Permissions Vs Sub-Account Level Permissions". This screenshot appears in "SaaS User Level Permissions Vs Sub-Account Level Permissions". The text alongside this image reads: Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Configurator in your Agency Account) are governed by a set of Sub-Account Level permissions that are determined by the feature set of each of the…. The navigation path used here is Agency View > SaaS Configurator > Plans. Immediately after, the guide continues: When the system generates the User account for the person who signed up for a SaaS Mode plan, their User Permissions are determined by the Sub-Account Level permissions. Path: Agency View > SaaS Configurator > PlansImage 1 of 2 What this coversSub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Configurator in your Agency Account) are governed by a set of Sub-Account Level permissions that are determined by the feature set of each of the plans in the SaaS Configurator. (This is located in the Agency View > SaaS Configurator > Plans & Pricing tab > Edit Details button) Next stepWhen the system generates the User account for the person who signed up for a SaaS Mode plan, their User Permissions are determined by the Sub-Account Level permissions.

When the system generates the User account for the person who signed up for a SaaS Mode plan, their User Permissions are determined by the Sub-Account Level permissions.

A User cannot have more permissions than the Sub-Account Level permissions allow.

Adjusting Sub-Account Level Permissions

To adjust Sub-Account level permissions:

  1. Go to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for
  2. Click the three dots > click "Manage Client" 
  3. Scroll down to the "Enable/Disable Products" section, where you can toggle on/off features. 
Adjusting Sub-Account Level Permissions (image 2 of 2) What this shows Go to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for Click the three… What this shows Illustrates the "Adjusting Sub-Account Level Permissions" section of "SaaS User Level Permissions Vs Sub-Account Level Permissions". This screenshot appears in the "Adjusting Sub-Account Level Permissions" section of "SaaS User Level Permissions Vs Sub-Account Level Permissions". The text alongside this image reads: Go to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for Click the three dots > click "Manage Client" Scroll down to the "Enable/Disable Products" section, where you can toggle on/off features. Immediately after, the guide continues: Toggling on a feature unlocks the corresponding User Permission, which could be activated by going into the sub-account > Settings > Team Management, where an admin can click Edit and adjust the User Permissions. Image 2 of 2 Where to goGo to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for Click the three dots > click "Manage Client" Scroll down to the "Enable/Disable Products" section, where you can toggle on/off features. Next stepToggling on a feature unlocks the corresponding User Permission, which could be activated by going into the sub-account > Settings > Team Management, where an admin can click Edit and adjust the User Permissions.
All 3 steps in this procedure
  1. Go to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for
  2. Click the three dots > click "Manage Client"
  3. Scroll down to the "Enable/Disable Products" section, where you can toggle on/off features.

Toggling on a feature unlocks the corresponding User Permission, which could be activated by going into the sub-account > Settings > Team Management, where an admin can click Edit and adjust the User Permissions.

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