How do I control what my sub-account clients and their team users can see or change?

Hide menu items: in the sidebar settings of the SaaS Configurator you can hide items so a sub-account only sees what you choose, for example only the CRM and not workflows or agents. You can keep several sidebar versions and attach one to each SaaS plan. You can also turn services off in the client's SaaS plan.

Roles and permissions: create roles that control which sections a user can see and whether they can only view or can also create, update or delete. The assigned contacts only option lets people, such as sales reps, see only the contacts assigned to them. Each sub-account can have unlimited roles and unlimited team users, so you can set up admins, viewers and sales reps for each client.

Locked folders and locked agents: lock an item so the client cannot open it but you still can. Use this for things you do not want the client to use or change.

Sub-accounts can still see their own analytics and charts, such as calls and contacts.