TABLE OF CONTENTS

• Enable SaaS Mode in Bulk
  • Step 1: Select sub-accounts for bulk action
  • Step 2: Choose Payment Provider
  • Note: If using Stripe, the connected account under agency settings will be automatically used.Selecting this step will create new customer profiles for each sub-account selected.
  • Step 3: Select SaaS Subscription Plan
• Pause Sub-Accounts in Bulk
  • Step 1: Select sub-accounts for bulk action & initiate pause action
  • Step 2: Set Pause Preferences
  • Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.
  • Step 3: Confirm and proceed.
• View Bulk Action History
  • Step 1: Open Bulk Action History
  • Step 2: Drill into Job Details

Enable SaaS Mode in Bulk

Step 1: Select sub-accounts for bulk action

• Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
• Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the 'Select All' option.
• Then click on the 'Bulk Actions' dropdown and choose 'Enable SaaS'.
  

Step 2: Choose Payment Provider

• You’ll be prompted to pick between your default Stripe setup or Other Payment Providers.
• In case choosing Other Payment Providers, you'll have to then choose the agency sub-account that you wish to use for managing SaaS mode.
  

Note: If using Stripe, the connected account under agency settings will be automatically used.
Selecting this step will create new customer profiles for each sub-account selected.

Step 3: Select SaaS Subscription Plan

• Choose a SaaS plan that you’d like to apply to all selected sub-accounts.
  

Important: A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect.

Pause Sub-Accounts in Bulk

Step 1: Select sub-accounts for bulk action & initiate pause action

• Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
• Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the 'Select All' option.
• Then click on the 'Bulk Actions' dropdown and choose 'Pause Sub-Accounts'.
  [Use filters (like activity or plan status) to easily segment accounts for pausing.]
  

Step 2: Set Pause Preferences

• You'll now choose how to manage SaaS subscriptions and phone/A2P campaigns for these accounts:

  • Pause active subscriptions: Prevent further billing.

  • Keep charging the clients: Pause sub-account access but keep billing.

  • LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges.
    
    

Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.

Step 3: Confirm and proceed.

View Bulk Action History

Step 1: Open Bulk Action History

• Navigate to the Bulk Action History screen under the Sub-Accounts section.
• Here you can view all recent bulk jobs performed, including action type, date, user, and status.
  

Step 2: Drill into Job Details

• Click on any job row to see detailed results — which sub-accounts were successfully processed, which failed, and why. This helps quickly identify any accounts needing attention.