SaaS Mode

It would be awesome to create Customized Launchpads. ➕ Add a "Customize Launchpad" tab in the Agency settings. ✅ Let us create several launchpads. ✅ Let us add a launchpad to a SaaS plan like we can with a snapshot. ✅ Let us select the steps / features in the launchpad. If you wanna go crazy with this (which would be awesome), create a High Level version of userflow.com .

We would like to have a true SaaS control panel where we can edit new and existing SaaS plans/sub-accounts. ✅ If I edit the subscription price - the new price should apply to both new and existing sub-accounts on that SaaS plan. ✅ If I Enable / Disable Products - the changes should apply to both new and existing sub-accounts on that SaaS plan. ✅ If I edit rebelling and reselling - the changes should apply to both new and existing sub-accounts on that SaaS plan. ✅ Same functionality for Complimentary Credit, User/Contact Limits, Subscription Settings, etc. If I want to overwrite a setting for a specific sub-account, I should check a box in the Manage Client settings to overwrite the global SaaS plan settings, not the other way around as we do now.

HIGHLVL-I-3692

We would like to see some options for optionally branding sub-accounts, such as the ability to override the agency logo in the top-left corner of HighLevel.Many of our clients don't mind having our branding but some of them would like to use their own logos so their team members don't have to know about how our company helps their business. HIGHLVL-I-1431

When an account is set up, paused, saas turned off etc an email goes to every Agency User which is unnecessary. Having the ability to limit who receives this email seems like a logical option for business owners. As an Agency owner my entire team doesn't need to received these emails every time a new account is created, or paused, or cancelled etc.

All sub‑accounts need to get direct access to essential legal documents. For example make a menu item Compliance Center Center in each sub account. In that menu you will find the following: Contracts (or singed contracts) Terms and Conditions Privacy Policy GDPR Information HIPPA Other relevant compliance documents This ensures transparency and makes it easy for sub-accounts to review and manage all legal information in one centralized location what they agreed on with you. If you have like 200 subs accounts and different contract you can find them really easy back in each sub account. Ideally, you could make a centralized Compliance Manager in the Agency View. There you can manage all these documents. It would be especially useful if agencies could create and manage different sets of terms, privacy policies, contracts, and compliance documents and have them automatically appear in the corresponding sub-accounts. Either applied to all sub-accounts or customized per sub-account. Additionally, having the option to upload and display signed agreements and contracts would ensure that customers can always access and review their specific documents easily. This feature would improve transparency, streamline compliance, and enhance the customer experience. Access is role‑based to ensure that only authorized users have the rights to view these documents. This guarantees transparency while protecting sensitive information, giving the right users the ability to read content securely.

Pretty big new feature request, but having a workflow builder at the agency level that can connect with the agency sub account would be very helpful for managing subscriptions and account access.

Will you guys be adding a 'Favicon' option to customise for the app? Or even just the highlevel 3 bars. Would of course be awesome if we could link our own favicon for the browser tab. HIGHLVL-I-286

Here are a few ideas for upgrades to the current SaaS mode:1. More than 3 SaaS plans (preferably unlimited).2. Have a way for SaaS users to change their plan or cancel in their billing settings and let us make our own description of what is included in each plan to show here in billing.2a. Give us the ability to control what SaaS plans they can switch to in the billing settings.2b. Let us create a required form for SaaS users to submit if they are trying to cancel that includes the ability to downgrade to a cheaper plan. 2c. Agencies should be able to choose if users have the ability to change plans or cancel in settings, it should not be a required feature.3. Let us "impersonate" any SaaS user and see the app as they see it.4. Give us the ability to turn off some features completely so that no SaaS plan has them.5. Let us create our own banner popups that show for SaaS users.6. Give us the ability to disable certain settings in the settings menu for SaaS plans if we don't need our users to be able to access them. Also, I'd love to be able to add custom menu items to the settings menu, not just the main menu.7. There needs to be a way to fully disable features that SaaS accounts lose access to. For example, if a user cancels their subscription or downgrades to a plan that doesn't have workflows, they will not be able to view workflows anymore but the workflows will still actually work. This is not okay.8. We need some sort of system for managing and sorting our sub accounts. Filtering by SaaS plan would be a good start. Also, would love the ability to be able to select multiple SaaS accounts and bulk edit them (like adding or removing feature permissions). HIGHLVL-I-5285

We need the ability to apply tax (GST/VAT) to re-billing charges, both SMS/email and AI. Without this re-billing is unusable to anyone outside the US that wants to be compliant for tax.