Customize HighLevel SaaS Sub-Account Naming

TL;DR

SaaS sub-account names can now be customized. No immediate action is required unless you want to update how new sub-accounts are named.

Who this affects

This update affects agencies using HighLevel's SaaS configurator. Specifically, it impacts how new SaaS sub-accounts are named within the platform. Agency owners managing new client onboarding will find this relevant. HighLevel has not confirmed who else is affected.

What changed

HighLevel has introduced the ability to customize SaaS sub-account names.

• New SaaS subscribers can appear under their company name or the customer's name used at checkout.
• The company name option applies to funnel checkout.
• The customer name option uses the name entered during the ordering process.
• Welcome email customization is covered.

HighLevel has not confirmed any limits or plan gating, nor has it confirmed the rollout status. HighLevel has not confirmed if this replaces or breaks existing functionality.

Where to find it

This setting is located within the SaaS Configurator.

Navigate to: SaaS Configurator > Advanced Settings

How agencies will use this

An agency selling their SaaS offering through a HighLevel funnel will encounter a new client. Previously, the sub-account name was automatically generated, sometimes leading to generic or unclear names in the agency's dashboard. With this update, the agency can configure the SaaS Configurator to pull the client's company name from the funnel checkout page directly into the sub-account name field. Alternatively, if the agency prefers, it can choose to use the individual customer's name provided during the ordering process. This ensures that when the agency logs into its HighLevel agency view, new sub-accounts are immediately identifiable by either the client's company name or the customer's personal name, streamlining client management and reducing the need for manual renaming after onboarding.

Our take

This is a minor update. It provides useful, granular control over sub-account naming for SaaS agencies, improving organization. It does not introduce new core functionality or require immediate action, but it is a quality-of-life improvement for those actively onboarding SaaS clients.