How to Manage SaaS User Levels and Sub Account Permissions in HighLevel

Imagine this. You just launched a killer 3-tier SaaS offer. Basic, Pro, and Premium. A client signs up for the basic $97/month plan. You are stoked. But a week later, you log in and realize they are using your advanced workflows and running massive email campaigns.

They got access to features they never paid for. You ask your team what happened. It turns out someone manually toggled the wrong user permission inside the client’s account. Now you have to have an awkward conversation asking them to upgrade, or just eat the loss. You are bleeding recurring revenue because your feature access is a chaotic free-for-all.

You cannot scale a software business if your permissions are manually mismanaged. HighLevel fixes this instantly by separating Sub-Account Level Permissions from User Level Permissions. When a client signs up via SaaS Mode, the system automatically restricts what their sub-account can do based on the exact plan they bought. Let us lock down your tiers and protect your profits right now.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Understand the SaaS Hierarchy

Before you click anything, you need to understand the golden rule of SaaS permissions.

1. Sub-accounts generated through SaaS Mode are strictly governed by the plan you built in your SaaS Configurator.
2. When the system automatically creates a User account for a new signup, their permissions are capped by the Sub-Account Level permissions.
3. The Golden Rule: A user can never have more permissions than the Sub-Account Level allows. If the sub-account does not have access to a feature, the user cannot touch it, period.

Part 2: Adjust Sub-Account Level Permissions

Need to upgrade a client or unlock a specific tool for their account? Let us change the master permissions.

1. Go to your Agency Account (Agency View).
2. Click on the Sub-Accounts tab.
3. Search for the specific sub-account you want to change permissions for.
4. Click the three dots next to their name and click Manage Client.
5. Scroll down to the Enable/Disable Products section. Here, you can toggle specific features on or off to instantly adjust the Sub-Account level limits.

Part 3: Adjust the User Level Access

Unlocking a feature at the sub-account level makes it available, but you still need to hand the keys to the specific user.

1. Log into the specific sub-account and navigate to Settings.
2. Click on Team Management.
3. Have an admin click Edit on the specific user profile.
4. Adjust the User Permissions toggles to grant them access to the newly unlocked features.

Locking down your SaaS permissions ensures you never give away premium features by accident, making your upgrade path clear and highly profitable.

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