- Step 1: Access Your SaaS Configuration
- Step 2: Navigate to Pricing Settings
- Step 3: Set User Limits
- Step 4: Configure Contact Limits
- Step 5: Save Your Changes
- Benefits of Setting User and Contact Limits
- Manage Resources Efficiently
- Flexible Pricing Models
- Effective Free Trials
In this guide, we will walk you through how to configure user limits and contact limits for your SaaS plans. This feature is essential for managing resources efficiently and offering flexible pricing models to your clients. Let’s dive in!
Step 1: Access Your SaaS Configuration
First, log in to your SaaS platform and navigate to the SaaS Configure section. Here, you will see a list of available plans. Select the plan you want to configure by clicking on Edit Details.
Step 2: Navigate to Pricing Settings
Once you are in the plan’s settings, go to the Pricing tab. This is where you can manage various pricing and usage settings for the selected plan.
Step 3: Set User Limits
User limits control the number of users a client can have in their sub-account. To set user limits:
- Toggle the User Limit switch to the “on” position.
- Enter the desired limit in the input box. For example, you can set it to 50 users or as low as 5 users.
- This means that if a client needs more users than the limit, you can either charge them per additional user or offer them another sub-account.
Step 4: Configure Contact Limits
Contact limits are particularly useful if you offer free trials or want to limit the resources available to trial users. To set contact limits:
- Toggle the Contact Limit switch to the “on” position.
- Enter the desired contact limit. For example, you might set it to 50 contacts.
- This allows you to let users try out the service without giving away too many resources. If they need more contacts, they will need to upgrade or purchase additional resources.
Step 5: Save Your Changes
After configuring the user and contact limits, make sure to save your changes by clicking on Save Changes at the bottom of the page.
Benefits of Setting User and Contact Limits
Manage Resources Efficiently
By setting limits, you can better control the allocation of resources across your platform. This helps in preventing any single client from using up too many resources, ensuring a smoother operation for all users.
Flexible Pricing Models
Offering different user and contact limits allows you to create flexible pricing models. Clients can choose plans that best suit their needs and upgrade as their requirements grow, providing a scalable solution for both you and your clients.
Effective Free Trials
Implementing contact limits is an excellent way to manage free trials. By limiting the number of contacts during the trial period, you can encourage users to upgrade to a paid plan for full access, thus driving conversions and increasing revenue.
