SaaS Mode

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.

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

HIGHLVL-I-3692

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.

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 need to be able to rebill our clients in another currency (€) and also add VAT with stripe tax features.

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.

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

Would like to be able to configure SaaS products based upon the number of users, with equal feature configuration otherwise.For extra credit, it would be spectacular to have 2 types of users. One which counts toward the user limitation for billing purposes, and another which does not count toward the user limitation for billing purposes.Use case: pricing based upon the number of lawyers in a law firm using the SaaS, but allow non-lawyers (e.g. client support staff, administrators, front desk staff, etc.) to use the platform without counting toward the user limitation, since they are not directly contributing to client revenues that are used to establish the ROI of the SaaS, yet are valuable to operations and proper use of the SaaS. HIGHLVL-I-4097

Currently, we lack high-level actions to manage subaccounts in an automated way, similar to how it's done through the API. This limitation becomes evident in several critical scenarios: when a user doesn't pay their subscription and needs their account automatically deactivated (created with the same email that paid), or when PayPal doesn't automatically generate subaccounts like other payment methods do, requiring manual intervention. Core Problem The current system lacks automation for the complete subaccount lifecycle. With PayPal, for example, subaccounts aren't created automatically after successful payment, creating a gap between payment and service activation. Additionally, there's no automated mechanism to manage account states based on user payment behavior. Proposed Solution Develop a set of SaaS actions in workflows that operate at high level, integrating with the existing API but providing intelligent automation for subaccount management. These actions would include: Lifecycle management: Automatically create, activate, deactivate, and suspend subaccounts Payment method integration: Solve the PayPal issue by automatically creating subaccounts after payment confirmation Infrastructure management: Install snapshots, configure resources, and prepare environments automatically Payment monitoring: Detect payment failures and apply suspension/reactivation policies Bulk actions: Manage multiple subaccounts simultaneously Critical Use Cases PayPal Scenario: A user successfully pays via PayPal, but their subaccount isn't created automatically. This automation would detect the confirmed payment and create the subaccount, install necessary snapshots, and activate all corresponding services. Payment failure management: A user with email " user@example.com " fails their monthly payment. This automation would initiate a grace period, send automatic notifications, and if unresolved, deactivate the account while maintaining data for a determined period. Automatic provisioning: After successful subaccount creation, this automation would automatically install base snapshots, configure necessary resources, and establish default settings according to the contracted plan. Immediate Benefits This implementation would resolve the current friction with PayPal, eliminate manual subaccount management, and provide a seamless user experience from payment to complete service activation. Additionally, it would enable more sophisticated business policies like configurable grace periods, automatic downgrades for payment issues, and intelligent reactivations. The actions would operate as an abstraction layer over the current API, maintaining existing compatibility while adding the necessary intelligence to fully automate the SaaS subaccount lifecycle.