SaaS Mode

Granular Permissions for View-Only Access at Agency Level
We’re requesting a feature that lets our admin and support teams view client accounts without having the ability to make changes. This will help them understand how clients are using our system and provide more proactive support while keeping account security intact. The goal is to enable certain team members to see important information in client accounts—like contact lists, workflows, message status, and integrations—without the risk of altering any settings or data. This visibility would allow our support team to catch issues early, such as incomplete SMS setups, and guide clients through solutions to improve their experience and retention. To make this effective, agency owners would need a simple way to assign view-only access to specific team members. By limiting access for non-technical staff, we can avoid accidental changes while still giving the team the insights they need to assist clients effectively. We recently faced an issue where an admin unintentionally made changes, which highlights the importance of view-only permissions. This feature would improve client support and reduce risk, allowing our team to handle accounts more securely and efficiently. Also if this granular permission allows us to remove certain parts of the software from agency users, such as them not being able to see contact data, or even workflows, pipeline, etc. Right Now we can enable "View & Manage" or disable it. I would like to be able to enable "View" only.
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Enhancement
Lack of Automated Monthly Invoicing for Wallet Usage and Auto-Recharges
Currently, Go High Level only generates receipts for wallet top-ups (including auto-recharges), but does not provide a way to automatically generate invoices based on actual wallet usage. This creates a significant challenge for agencies using prepaid or credit-based billing models. 🔴 The problem: Clients frequently add funds to their wallet (e.g., $300–$800/month) These funds are consumed across multiple services over time The platform does not generate a consolidated invoice for the total usage Receipts are not valid accounting documents in many countries Agencies are forced to manually create invoices, which is not scalable In regions like LATAM (e.g., Colombia), clients require monthly legal invoices that reflect their total spend. Without this, agencies face compliance issues and client friction. ⚠️ Impact: Limits scalability for agencies managing multiple clients Increases manual workload significantly Creates friction with clients who need proper documentation Forces reliance on external tools or manual processes ✅ Proposed solution: Introduce an automated billing feature that enables: Generation of monthly consolidated invoices per client Based on total wallet consumption during a billing period Optional breakdown of services (subscriptions, usage, etc.) Automatic delivery via email and availability in the client portal 💡 Ideal workflow: Client adds funds (wallet / auto-recharge) Client consumes services throughout the month At the end of the billing cycle 👉 The system automatically generates one invoice with total usage 👉 The invoice is sent to the client and stored for download 🚀 Why this matters: This feature is essential for agencies operating at scale and in regions with strict accounting requirements. It would significantly improve operational efficiency, client experience, and platform adoption for international markets.
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Enhancement
Usage-Based SaaS Rebilling with Included Limits & Overage Pricing
Right now in SaaS Mode we can rebill things like emails, SMS, calls, and other usage with a simple multiplier. That’s great, but it doesn’t match how most SaaS plans are actually sold. Feature request: Add the ability to set included usage + overage pricing and optional caps for each rebillable item. Example: My SaaS plan includes: 10,000 emails / month 2,000 SMS / month After that: Emails rebill at my chosen multiplier (e.g. 1.3x cost) SMS rebill at my chosen multiplier (e.g. 1.5x cost) Optional: Set a hard or soft cap (e.g. stop sending at 25,000 emails OR notify + continue billing) Why this matters: Lets agencies sell real, modern SaaS plans (“includes X, then pay per use”) instead of only pure pass-through markup. Protects margins by charging for true heavy usage instead of eating the cost. Avoids underpricing “power users” while still letting normal users stay within plan limits. Works perfectly for: Emails SMS Calls / minutes AI usage Any other metered resource GHL supports Key controls needed: Per-resource included amount (per month / per billing cycle) Per-resource overage multiplier or per-unit price after the included amount Optional usage cap: Hard cap: stop usage Soft cap: warn + continue and bill Reporting so we can see: Included vs overage usage Overage revenue per sub-account This would make SaaS Mode far more flexible and would align GHL pricing with how agencies package and sell their own SaaS bundles.
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Enhancement
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