Controlling Quizzes and QR Code Features in Your SaaS Plans

Overview

As an agency administrator, you have precise control over which features are available to your clients. You can now independently enable or disable the Quizzes and QR Codes features at both the overall SaaS plan level and for individual sub-accounts. This allows you to create customized plans that match different pricing tiers and client needs.

Understanding Feature Toggles

Quizzes and QR Codes are individual features that can be turned on or off for your clients. This gives you the flexibility to include them as standard tools or offer them as premium add-ons. You can manage their availability from a central configuration area.

Enabling or Disabling Features for a SaaS Plan

You can control feature access when creating a new plan or editing an existing one.

1. From your agency dashboard, navigate to the SaaS Configurator.
2. Select a plan to edit or create a new one.
3. Find the section labeled "Feature Toggles."
4. Use the individual switches for "Quizzes" and "QR Codes" to enable or disable each feature.
5. Save your changes to apply them to the plan.

Managing Features for a Specific Sub-Account

You can also override the plan-level settings for a specific client's sub-account. This is useful for custom agreements or trials.

1. Go to the client's sub-account settings from your agency view.
2. Navigate to the Company Tab, then select Settings, and look for the Features section.
3. Use the toggles for Quizzes and QR Codes to grant or restrict access for that specific client.
4. Changes take effect immediately and will override the settings from their assigned plan.

End-User Experience

When you enable a feature for a client, they will see dedicated tabs for Quizzes and QR Codes within the Sites section of their CRM dashboard. This provides a clear and organized way for them to access and use the tools you have made available to them.

Frequently Asked Questions

Are Quizzes and QR Codes enabled by default?

No. You must manually enable these features for each SaaS plan or sub-account.

Can I use these features for upselling?

Yes. The ability to control access makes these features ideal for creating tiered service plans and upgrade paths.

If I disable a feature, is the client's existing data deleted?

No. Disabling a feature only hides its interface from the user. Any quizzes or QR codes they have already created will be preserved.

Which setting has priority: the plan or the sub-account?

The sub-account settings take priority. The settings you configure for an individual client will override the settings of their assigned plan.