TABLE OF CONTENTS

• How to Enable SaaS Mode in Bulk

  • Step 1: Select sub-accounts for bulk action
  • Step 2: Choose Payment Provider
  • Step 3: Select SaaS Subscription Plan

• How to Pause Sub-Accounts in Bulk

  • Step 1: Select sub-accounts for bulk action & initiate pause action
  • Step 2: Set Pause Preferences
  • Note: If you don’t disconnect LC Phone accounts, you may still be charged for usage.

• How to View Bulk Action History

  • Step 1: Open Bulk Action History
  • Step 2: Drill into Job Details

How to Enable SaaS Mode in Bulk

Step 1: Select sub-accounts for bulk action

• Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
• Use filters or search to locate the desired accounts and select multiple accounts via checkboxes, or use the ‘Select All’ option.
• Then click on the ‘Bulk Actions’ dropdown and choose ‘Enable SaaS’.

**Step 2:**Choose Payment Provider

• You’ll be prompted to pick between your default Stripe setup or OtherPaymentProviders.
• In case choosing Other Payment Providers, you’ll have to then choose the agency sub-account that you wish to use for managing SaaS mode.

**Step 3:**Select SaaS Subscription Plan

Review plan details before you continue. In the Select Subscription Plan modal, TWIM CRM now shows more information about each plan so you can confirm what you are enabling.

1. Click on the Show Full Details option above the select Plan button.
2. You can review**:** Rebilling rates, Add-ons included in the plan, Marketplace apps included with the plan, Custom menu links included with the plan.

How to Pause Sub-Accounts in Bulk

**Step 1:**Select sub-accounts for bulk action & initiate pause action

• Use the Sub-Accounts section from the Agency Sidebar Menu to view your sub-account list.
• Use filters or search to locate the desired****accounts and select multiple****accounts via checkboxes, or use the ‘Select****All’ option.
• Then click on the ‘Bulk****Actions’ dropdown and choose ‘Pause****Sub-Accounts’.
  [Use filters (like activity or plan status) to easily segment accounts for pausing.]

**Step 2:**Set Pause Preferences

• You’ll now choose how to manage SaaS subscriptions and phone/A2P campaigns for these accounts:

  • Pause active subscriptions: Prevent further billing.
  • Keep charging the clients: Pause sub-account access but keep billing.
  • LC Phone Numbers & A2P: Optionally disconnect and delete numbers/campaigns to avoid charges.
  • Confirm and proceed.

How to View Bulk Action History

**Step 1:**Open Bulk Action History

• Navigate to the Bulk Action History screen under the Sub-Accounts section.
• Here you can view all recent bulk jobs performed, including action type, date, user, and status.

**Step 2:**Drill into Job Details

• Click on any job row to see detailed results — which sub-accounts were successfully processed, which failed, and why. This helps quickly identify any accounts needing attention.