Fix Duplicate Sub-Accounts in WR Hub (+Connect Subscription to proper Account)

To fix duplicate sub-accounts in WootRecruit Hub and connect Stripe subscriptions properly, follow these steps:

Identify Duplicate Sub-Accounts

1. Search for Duplicate Accounts: Look for any sub-accounts created with the same name.
2. Identify Accounts Without Subscriptions: Find the sub-accounts that don’t have an associated subscription.

Disable Incorrect SaaS Mode

3. Go to SaaS Tab: In the duplicate sub-account, navigate to the SaaS tab.
4. Disable SaaS: Click “Disable SaaS” and confirm by typing “confirm” without selecting the option to cancel the subscription in Stripe.

Delete Duplicate Sub-Accounts

5. Schedule Deletion: Schedule the deletion of the duplicate sub-account, ensuring you do not select to close the associated Twilio sub-account or delete phone numbers.

Connect Subscription to Correct Account

6. Go to Primary Sub-Account: Navigate to the primary sub-account that you want to associate with the subscription.
7. Enable SaaS Mode: In the SaaS tab, click “Enable for SaaS mode”.
8. Select Correct Subscription: From the drop-down menu under active subscriptions, select the correct plan. If the subscription isn’t listed, contact tech support.

Verify and Save Settings

9. Refresh and Quality Check: Refresh the page and check the rebilling section to ensure settings are enabled.
10. Save Settings: Confirm and save all settings, including the phone system, email verification, and any other necessary configurations.

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