Great news for small business owners! We’ve just made an important update to improve how billing permissions are managed during the SaaS plan lockout experience. This will help ensure that your billing processes are more secure and user-friendly.
📌 Why This Matters
Handling billing permissions effectively is crucial for maintaining control over your business operations. By limiting who can make payment changes during the SaaS onboarding process, you reduce the risk of unauthorized modifications and create a smoother experience for everyone involved.
✨ What’s New
- Agency Admin Control: Only agency admins can now add or change payment methods from the lockout screen.
- Restricted Access for Sub-Account Users: Sub-account users (non-admins) will no longer have access to the payment method section, ensuring billing security.
- Clear Messaging: A new notification will inform sub-account users if they don’t have permission to make billing changes.
🛠️ How to Use It
- Step 1: When a sub-account is scheduled for a SaaS plan, make sure that an agency admin is logged in to handle payment method updates.
- Step 2: If you’re a sub-account user, simply follow the instructions provided on the lockout screen to understand that billing changes require admin approval.
💡 Pro Tip
Regularly review your team roles to ensure that only the right people have access to billing information for added security.
