How to Configure Contacts Limit for SaaS Sub-Accounts
SaaS mode now allows you to restrict the number of contacts that can be created in a sub-accounts. The contact limit is NOT A COMPLETE LIMIT, i.e. more…
1 min read278 words6 explained imagesUpdated Thu, 30 Jan, 2025 at 3:13 PM
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SaaS mode now allows you to restrict the number of contacts that can be created in a sub-accounts.
The contact limit is NOT A COMPLETE LIMIT, i.e. more contacts can still be created in the sub-account via APIs, Forms, Workflows etc. even after the limit has been exhausted. That said, users won't be able to create more contacts from the UI, i.e. manually creating contacts or importing contacts in bulk.
Figure 1What this shows The contact limit is NOT A COMPLETE LIMIT, i.e.What this showsIllustrates "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: The contact limit is NOT A COMPLETE LIMIT, i.e. more contacts can still be created in the sub-account via APIs, Forms, Workflows etc. even after the limit has been exhausted. That said, users won't be able to create more contacts from the UI, i.e. manually creating contacts or importing contacts…. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Configuring contact limits for SaaS plans Updating contact limits for specific sub-accounts.Image 1 of 6What this coversThe contact limit is NOT A COMPLETE LIMIT, i.e. more contacts can still be created in the sub-account via APIs, Forms, Workflows etc. even after the limit has been exhausted. That said, users won't be able to create more contacts from the UI, i.e. manually creating contacts or importing contacts in bulk.
Fields in this part of the guideConfiguring contact limits for SaaS plansUpdating contact limits for specific sub-accounts
Buttons and menus referencedTABLE OF CONTENTS
Next stepConfiguring contact limits for SaaS plans Updating contact limits for specific sub-accountsAll 2 steps in this procedure
Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the contact limit for.Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the contact limit for. (image 2 of 6)What this shows Configuring contact limits for SaaS plans Updating contact limits for specific sub-accountsWhat this showsIllustrates the "Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the contact limit for." section of "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in the "Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the contact limit for." section of "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: Configuring contact limits for SaaS plans Updating contact limits for specific sub-accounts. Immediately after, the guide continues: The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.Image 2 of 6What this coversConfiguring contact limits for SaaS plans Updating contact limits for specific sub-accountsNext stepThe user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.
Step 2: Go to the ‘Usage Limits’ tab. ‘Contact limit’ option can be found there.
Step 2: Go to the ‘Usage Limits’ tab. ‘Contact limit’ option can be found there. (image 3 of 6)What this shows Configuring contact limits for SaaS plans Updating contact limits for specific sub-accountsWhat this showsIllustrates the "Step 2: Go to the ‘Usage Limits’ tab. ‘Contact limit’ option can be found there." section of "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in the "Step 2: Go to the ‘Usage Limits’ tab. ‘Contact limit’ option can be found there." section of "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: Configuring contact limits for SaaS plans Updating contact limits for specific sub-accounts. Immediately after, the guide continues: The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.Image 3 of 6What this coversConfiguring contact limits for SaaS plans Updating contact limits for specific sub-accountsNext stepThe user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.
Step 3: By default, unlimited contacts are allowed. Enable the Contact Limit toggle and set the desired limit for this plan.
Step 3: By default, unlimited contacts are allowed. Enable the Contact Limit toggle and set the desired limit for this plan. (image 4 of 6)What this shows Configuring contact limits for SaaS plans Updating contact limits for specific sub-accountsWhat this showsIllustrates the "Step 3: By default, unlimited contacts are allowed. Enable the Contact Limit toggle and set the desired limit for this plan." section of "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in the "Step 3: By default, unlimited contacts are allowed. Enable the Contact Limit toggle and set the desired limit for this plan." section of "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: Configuring contact limits for SaaS plans Updating contact limits for specific sub-accounts. Immediately after, the guide continues: The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.Image 4 of 6What this coversConfiguring contact limits for SaaS plans Updating contact limits for specific sub-accountsNext stepThe user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.
Step 4: Select 'Save'.
The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.
Updating contact limits for specific sub-accounts
Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the contact limit for.Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the contact limit for. (image 5 of 6)What this shows The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.What this showsIllustrates the "Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the contact limit for." section of "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in the "Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the contact limit for." section of "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them. Immediately after, the guide continues: The contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.Image 5 of 6What this coversThe user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.Next stepThe contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.
Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. Contact limits can be found there.
Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. Contact limits can be found there. (image 6 of 6)What this shows The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.What this showsIllustrates the "Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. Contact limits can be found there." section of "How to Configure Contacts Limit for SaaS Sub-Accounts".This screenshot appears in the "Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. Contact limits can be found there." section of "How to Configure Contacts Limit for SaaS Sub-Accounts". The text alongside this image reads: The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them. Immediately after, the guide continues: The contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.Image 6 of 6What this coversThe user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them.Next stepThe contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.
Step 3: Set/update the desired limit and select ‘Save’.
The contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan.
