Fixing Account Access and Feature Enablement
To resolve issues with an account not having full access to features, follow these steps to check and update settings at the agency level and ensure all necessary features are enabled.
Checking and Updating Account Access
- Identify the Sub-Account:
- Log in to your account.
- Navigate to the sub-account that is experiencing access issues (e.g., Made the Mover).
- Switch to Agency Level:
- Switch to the agency view.
- Use the search field to find and select the company name of the sub-account.
- Check for Disabled Features:
- Once in the sub-account view, navigate to the SaaS section.
- Check if any features are disabled or if there was an error with the subscription.
- Update User Limit and Features:
- If the account was previously frozen or paused, manual updates might be needed.
- Update User Limit: Adjust the user limit to the appropriate setting.
- Enable Features: Turn on all necessary features that were disabled. Ensure that all features the account is entitled to under their subscription are active.
- Verify Activation:
- Confirm that all features are enabled and visible based on the account’s active plan.
- Ensure that the account now has full access to all relevant features.
- Preferences vs. Account Features:
- Note that enabling features at the account level is separate from user profile preferences. Account-level features must be enabled to ensure they are available, even if they are hidden based on user preferences.
Final Verification
- Check Account Access: Verify that the account now has full access and all necessary features are active.
- Subscription Status: Ensure the account has an active subscription to maintain access to features.
By following these steps, you can troubleshoot and fix access issues for sub-accounts, ensuring they have the full functionality they are entitled to. This process ensures a comprehensive check and activation of all necessary features.