How to Bulk Manage Your Sub Accounts Efficiently: Pause, Enable SaaS, and More

Managing multiple sub accounts can quickly become overwhelming, especially if you run an agency or a business that services numerous clients through a single platform. The good news is that the latest update to your business software now makes it easier than ever to manage these accounts in bulk—saving you time, reducing frustration, and helping you focus on the core tasks that grow your business.

In this guide, we’ll walk you through how to bulk manage your sub accounts, including how to enable SaaS mode, pause accounts, and track your actions all in one place. Whether you’re looking to streamline operations or ensure your billing aligns with client usage, these practical steps will help you stay organized and in control.

Table of Contents

• Why Bulk Management of Sub Accounts Matters
• Getting Started: Accessing the Bulk Management Feature
• Filtering Your Subaccounts: How to Find Exactly What You Need
• Pausing Sub Accounts in Bulk: Step-by-Step
• Enabling SaaS Mode for Multiple Accounts at Once
• Tracking Your Bulk Actions: Stay Informed and Organized
• Practical Benefits of Bulk Managing Sub Accounts
• Tips for Maximizing Your Bulk Management Experience
• Frequently Asked Questions (FAQ)
• Conclusion: Simplify Your Agency Management with Bulk Actions

Why Bulk Management of Sub Accounts Matters

Imagine this: you have dozens or even hundreds of client sub accounts under your agency umbrella. Each one might be in a different stage—some active, some paused, some needing billing adjustments. Handling these one by one wastes precious hours and increases the risk of errors.

Bulk management lets you perform actions on multiple accounts at once, which means:

• Time savings: Complete repetitive tasks in minutes instead of hours.
• Consistency: Apply the same settings or changes across multiple accounts without missing any.
• Better control: Monitor the status and history of bulk actions to stay informed.
• Reduced errors: Avoid manual mistakes by automating repetitive changes.

This feature is especially valuable for agencies or businesses on advanced plans that support multiple client accounts, enabling you to scale your operations smoothly.

Getting Started: Accessing the Bulk Management Feature

Before diving into bulk actions, make sure you’re logged into your main agency or master account where you manage all your client sub accounts. From your dashboard, look for the Subaccounts section in the navigation menu on the left side. This is your control center for managing every client account under your umbrella.

Once you’re in the Subaccounts area, you’ll notice a new option to toggle Bulk Action Select All. Activating this feature reveals a bulk actions menu on the right-hand side of the screen. This menu is where all the magic happens.

The bulk actions menu allows you to:

• Enable SaaS mode on multiple sub accounts simultaneously
• Pause one or many sub accounts at once
• View the history of all bulk actions you’ve performed, so you always know what changes were made and when

Filtering Your Subaccounts: How to Find Exactly What You Need

When managing a large number of sub accounts, filtering is your best friend. The platform offers a robust filter tool to help you narrow down your list based on many criteria. Click the Filter button to open the filtering options.

You can filter sub accounts by:

• Date added — Find accounts added within a specific timeframe
• SaaS mode status — Filter by accounts with SaaS mode activated, pending setup, or not activated
• Subscription status — See which accounts are active, paused, or canceled
• Subscription plan — Sort by the specific plan each sub account is on
• Wallet balance and complementary credits — Track financial details across accounts
• Various app sales and integrations — Filter accounts reselling apps like WordPress, WhatsApp, email verification services, and more

For example, if you want to see all accounts with SaaS mode currently activated, select the SaaS mode filter, choose “Activated,” and save your filter. The list will instantly update to show only those accounts, making it easier to take bulk actions on relevant accounts.

Pausing Sub Accounts in Bulk: Step-by-Step

Pausing sub accounts is a common need—whether clients are temporarily inactive, on hold, or have requested a pause in services. Instead of pausing each account individually, you can now do this in bulk with a few clicks.

1. Select the accounts: Use the checkboxes next to each sub account to select multiple accounts you want to pause.
2. Open bulk actions menu: Click the dropdown menu on the right and select Pause Subaccounts.
3. Confirm preferences: A confirmation window will appear where you can set how the subscription should be handled:
   • Pause subscription: Stops billing and pauses the entire subscription for the selected accounts.
   • Keep charging: Pauses the sub accounts but continues charging clients for SaaS services.
4. Manage phone numbers: If you plan to delete or pause accounts because clients have canceled, make sure to decouple any phone numbers associated with those accounts. This step is crucial because if phone numbers remain linked, you’ll continue paying for them from your agency account.
5. Finalize: After confirming your choices, click Proceed. The selected accounts will be paused according to your preferences.

This process ensures you don’t accidentally keep paying for services or phone numbers clients no longer use, helping you control costs effectively.

Enabling SaaS Mode for Multiple Accounts at Once

Enabling SaaS mode on sub accounts is essential when you want clients to manage their own subscriptions and billing independently. Bulk enabling SaaS mode is straightforward:

1. Select the accounts: Choose the sub accounts you want to switch to SaaS mode.
2. Access bulk actions: From the dropdown menu, select Enable SaaS.
3. Choose payment provider: The payment gateway connected to your agency settings will be used to handle subscriptions.
4. Select subscription plan: Pick the subscription plan you want to assign to these accounts. You can configure new plans if needed or choose from existing ones. Options typically include monthly or yearly billing cycles.
5. Confirm and proceed: After selecting the plan, confirm your choices and proceed. The SaaS mode will be activated on all selected accounts, enabling clients to manage their own billing moving forward.

Bulk enabling SaaS mode is a game-changer for agencies aiming to automate billing and empower clients, reducing administrative overhead and streamlining revenue collection.

Tracking Your Bulk Actions: Stay Informed and Organized

Keeping track of changes you make across multiple sub accounts is critical for accountability and troubleshooting. The platform includes a Bulk Action History feature that logs every bulk operation you perform.

Whether you’ve paused accounts, enabled SaaS mode, or made other bulk changes, you’ll find a clear record in this section. This helps you:

• Verify that actions were completed successfully
• Review when and by whom changes were made
• Identify and correct any unintended modifications

Having this history available means no more guessing or manual record-keeping. It’s all right there at your fingertips.

Practical Benefits of Bulk Managing Sub Accounts

Let’s take a moment to summarize how bulk management transforms your workflow and business operations:

• Save Hours Every Week: Instead of clicking through each client account, you can manage dozens or hundreds with just a few clicks.
• Reduce Billing Errors: Consistent subscription settings and pauses mean fewer billing disputes and happier clients.
• Control Costs: Decoupling phone numbers and pausing inactive accounts prevents unnecessary charges on your agency account.
• Empower Your Clients: Enabling SaaS mode lets clients handle their own subscriptions, freeing you from micromanaging billing details.
• Stay Organized: Filters and bulk action history keep your account management clean and transparent.

For agencies and businesses managing multiple clients, these advantages translate into smoother operations, less stress, and more time to focus on growth and strategy.

Tips for Maximizing Your Bulk Management Experience

To get the most out of bulk managing your sub accounts, consider these best practices:

• Use Filters Wisely: Before performing bulk actions, filter your sub accounts to target only the relevant ones. This prevents accidental changes to the wrong accounts.
• Communicate with Clients: Let clients know if you’re pausing or enabling SaaS mode on their accounts, so they understand any changes in billing or access.
• Regularly Review Bulk Action History: Keep an eye on your bulk action logs to catch any unexpected changes early.
• Keep Phone Numbers Organized: Always decouple phone numbers from canceled or paused accounts to avoid ongoing charges.
• Plan Subscription Updates: When enabling SaaS mode, ensure your subscription plans are set up clearly to avoid confusion.

Frequently Asked Questions (FAQ)

Is bulk management available on all plans?

Bulk management features are typically available on advanced or professional plans that support agency-level account control. Check your plan details to confirm eligibility.

Can I undo a bulk action if I make a mistake?

While there is no direct “undo” button, you can reverse actions by selecting affected accounts and applying the opposite bulk action (e.g., re-enabling paused accounts). Always review the bulk action history for reference.

What happens if I forget to decouple phone numbers when pausing or deleting accounts?

If phone numbers remain linked to paused or deleted accounts, your agency account will continue to be billed for these numbers. It’s important to decouple them to avoid unexpected charges.

Can I assign different subscription plans to different accounts during bulk enablement?

During bulk enablement, you can select one subscription plan to apply to all selected accounts. If you need to assign different plans, you may need to perform multiple bulk actions or manage some accounts individually.

How can I track changes made through bulk actions?

The platform provides a bulk action history log that records all bulk operations. This log shows what actions were performed, on which accounts, and when, helping you stay organized.

Conclusion: Simplify Your Agency Management with Bulk Actions

Managing numerous client sub accounts doesn’t have to be a tedious, error-prone process. By leveraging bulk management features, you can enable SaaS mode, pause accounts, and keep your operations running smoothly—all from a single, centralized dashboard.

These tools are designed to save you time, reduce tech headaches, and help you focus on what truly matters: growing your business and delivering excellent service to your clients. With clear filters, straightforward options, and detailed history tracking, bulk managing your sub accounts becomes a seamless part of your daily workflow.

Start exploring these bulk management capabilities today to experience greater control, efficiency, and peace of mind in managing your agency or business software environment.