# How to Bulk Manage SaaS Sub-accounts > Save time with GHL Customer Care’s Bulk Actions. Enable SaaS, pause sub-accounts, and review action history across clients—ideal for agencies managing at scale. - Source: https://docs.ghlcustomercare.com/docs/saas-configurator/saas-mode/how-to-bulk-manage-saas-sub-accounts - Section: SaaS Configurator / Saas Mode - Reading time: 3 min - Images: 7, each explained below --- GHL Customer Care’s new Bulk Actions feature empowers agency admins to efficiently manage multiple client accounts (sub-accounts) at once. Whether enabling SaaS mode, pausing accounts, or reviewing action history, this tool saves hours of manual effort. If you handle multiple sub-accounts and need quicker ways to configure billing and subscriptions, this guide is for you. --- **TABLE OF CONTENTS** - [How to Enable SaaS Mode in Bulk](#how-to-enable-saas-mode-in-bulk) - [Step 1: Select sub-accounts for bulk action](#step-1-select-sub-accounts-for-bulk-action) - [Step 2: Choose Payment Provider](#step-2-choose-payment-provider) - [Step 3: Select SaaS Subscription Plan](#step-3-select-saas-subscription-plan) - [How to Pause Sub-Accounts in Bulk](#how-to-pause-sub-accounts-in-bulk) - [Step 1: Select sub-accounts for bulk action & initiate pause action](#step-1-select-sub-accounts-for-bulk-action-and-initiate-pause-action) - [Step 2: Set Pause Preferences](#step-2-set-pause-preferences) - [Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.](#note-if-you-dont-disconnect-lc-phone-accounts-you-may-still-be-charged-for-usage) - [How to View Bulk Action History](#how-to-view-bulk-action-history) - [Step 1: Open Bulk Action History](#step-1-open-bulk-action-history) - [Step 2: Drill into Job Details](#step-2-drill-into-job-details) --- # **How to 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 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046645291/original/0Uw6Cu0UEcHEt55VoUjeQfJ9IGPrkDZsPA.png) **Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '** This screenshot accompanies step 3 of 3 in the "Step 1: Select sub-accounts for bulk action" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. - What to choose: Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. - Controls: Bulk Actions, Enable SaaS, Sub-Accounts, Select All Full procedure: 1. Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list. 2. Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the ' Select All ' option. 3. Then click on the ' Bulk Actions ' dropdown and choose ' Enable SaaS '. <- this image ### **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. - 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. ![Step 2 of 2: In case choosing Other Payment Providers, you'll have to then choose…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046645380/original/XM0kn08AHaQlH-hYc3TFGAg08xkWe0toPw.png) **Step 2 of 2: In case choosing Other Payment Providers, you'll have to then choose…** This screenshot accompanies step 2 of 2 in the "Step 2: Choose Payment Provider" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you 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. - What to choose: 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. - Controls: Stripe, Other, Payment, Providers Full procedure: 1. You’ll be prompted to pick between your default Stripe setup or Other Payment Providers. 2. 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. <- this image ### **Step 3:** Select SaaS Subscription Plan **Important:** A plan must be selected to activate SaaS mode. Clients must add payment methods for the plan to take full effect. Review plan details before you continue. In the **Select Subscription Plan** modal, GHL Customer Care now shows more information about each plan so you can confirm what you are enabling. 1. Click on the **Show Full Details** option above the select Plan button. ![Step 1 of 2: Click on the Show Full Details option above the select Plan button](https://jumpshare.com/share/7v1siL0HSgt6gnu9u2W9+/Screenshot+2025-11-21+at+1.54.11%E2%80%AFPM.png) **Step 1 of 2: Click on the Show Full Details option above the select Plan button** This screenshot accompanies step 1 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you click on the Show Full Details option above the select Plan button. The next step is to you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - What to choose: Click on the Show Full Details option above the select Plan button. - Controls: Show Full Details, Select Subscription Plan, You, can, review - Next: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. Full procedure: 1. Click on the Show Full Details option above the select Plan button. <- this image 2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. 2. **You** **can** **review****:** Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. ![Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan…](https://jumpshare.com/share/rbz3LnVy8nRbmHFpEwF1+/Screenshot+2025-11-21+at+1.55.15%E2%80%AFPM.png) **Step 2 of 2: You can review: Rebilling rates, Add-ons included in the plan…** This screenshot accompanies step 2 of 2 in the "Step 3: Select SaaS Subscription Plan" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you you can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - What this covers: You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. - Controls: You, can, review, Select Subscription Plan, Show Full Details Full procedure: 1. Click on the Show Full Details option above the select Plan button. 2. You can review: Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan. <- this image --- # **How to 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 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub -…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046645291/original/0Uw6Cu0UEcHEt55VoUjeQfJ9IGPrkDZsPA.png) **Step 3 of 3: Then click on the ' Bulk Actions ' dropdown and choose ' Pause Sub -…** This screenshot accompanies step 3 of 3 in the "Step 1: Select sub-accounts for bulk action & initiate pause action" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you 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.]. - What to choose: 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.] - Controls: Bulk, Actions, Pause, Sub, Accounts, Sub-Accounts section, sub-account list, filters, search, desired, accounts, multiple Full procedure: 1. Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list. 2. Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the ' Select All ' option. 3. 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.] <- this image ### **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. ![Step 3 of 4: LC Phone Numbers & A2P: Optionally disconnect and delete…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046645514/original/TrG96JS7PZTjzDP-BqajmUaUNoV8lZASmA.png) **Step 3 of 4: LC Phone Numbers & A2P: Optionally disconnect and delete…** This screenshot accompanies step 3 of 4 in the "Step 2: Set Pause Preferences" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. The next step is to confirm and proceed. - What this covers: LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. - Controls: LC Phone Numbers & A2P, Pause active subscriptions, Keep charging the clients - Next: Confirm and proceed. Full procedure: 1. Pause active subscriptions: Prevent further billing. 2. Keep charging the clients: Pause sub-account access but keep billing. 3. LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges. <- this image 4. Confirm and proceed. - Confirm and proceed. ### **Note:** If you don’t disconnect LC Phone accounts, you may still be charged for usage. --- # **How to 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 of 2: Here you can view all recent bulk jobs performed, including action…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155046645597/original/K0Z_bdvX115lmqCoxa0IUVRldsllY3mUiw.png) **Step 2 of 2: Here you can view all recent bulk jobs performed, including action…** This screenshot accompanies step 2 of 2 in the "Step 1: Open Bulk Action History" section of "How to Bulk Manage SaaS Sub-accounts". At this point in the walkthrough you here you can view all recent bulk jobs performed, including action type, date, user, and status. - What to fill in: Here you can view all recent bulk jobs performed, including action type, date, user, and status. - Controls: Bulk Action History, Sub-Accounts Full procedure: 1. Navigate to the Bulk Action History screen under the Sub-Accounts section. 2. Here you can view all recent bulk jobs performed, including action type, date, user, and status. <- this image ### **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. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com