Sub-Account Bulk Actions & History

We’re thrilled to introduce Sub-Account Bulk Actions for all agencies on the $497 Pro plan! This powerful new feature streamlines account management, allowing agency admins to perform bulk actions on multiple sub-accounts with just a few clicks, reducing operational overhead and boosting efficiency.

What's New

Bulk Management of Sub-Accounts:
Multi-select sub-accounts directly from the Sub-Accounts List page for quick and efficient management.
Bulk Enable SaaS:
Seamlessly enable SaaS for multiple clients at once, choosing the payment provider and selecting the desired SaaS plan.
Bulk Pause Sub-Accounts:
Pause multiple sub-accounts in one action, streamlining client management.
Bulk Actions Tracking & History:
Keep track of all bulk actions performed, with a detailed history for complete transparency.

How it Works

Access Sub-Accounts List:
Go to the Sub-Accounts List page.
Multi-Select Accounts:
Apply your desired filter, then select sub-accounts using the checkboxes or the 'Select All' option.
Initiate Bulk Actions:
Click on the 'Bulk Actions' button and choose your desired action from the drop-down.
Customize Settings:
Depending on the action, set your preferences. For example, while enabling SaaS for clients, choose the payment provider and select the appropriate SaaS plan.
Save Changes:
Confirm your settings and save.
Track Progress:
Monitor the status of bulk actions in the 'History' section.

Future Enhancements

Additional Bulk Actions:

Enable Rebilling for multiple clients.
Set Rebilling Markups in bulk.
Configure Reselling for multiple clients.
Apply Snapshots in bulk.
Enable/Disable features across sub-accounts.

Expanded Access: Bring Sub-Account Bulk Actions to the $297 Unlimited Plan.