Plans, Groups, Portals, and Storefronts

Until now, deciding who could use your Agents, Flows, and Suites meant switching things on per person and per Portal, in several places at once. It worked for a handful of users. It got hard to follow as you grew, because nobody could look at one screen and say who could open what.

This release replaces all of that with four building blocks that each do one job: Groups decide who, Plans decide what people pay for, Portals decide where they sign in, and Storefronts decide where they buy.

Groups: one place to decide who gets what

Every Agent, Flow, App, and Suite now has an Assignments tab. Assign it to a Group and everyone in that Group can use it. That tab is the only place access is granted, so the answer to "who can use this?" is always one click away.

There are two kinds of Group:

• Assigned Groups are managed by you. Add your sales team, a client's staff, or a cohort of students, and they get everything assigned to that Group. Need to give one person access? Make a Group of one.
• Self-Service Groups come from your Plans. When someone subscribes to a Plan they join its Group automatically, and they leave it when the subscription ends.

Remove an assignment and the access is gone on that person's next request. Nobody keeps a tool they shouldn't have until their session happens to expire.

Plans: sell access and credits together

A Plan is something people can join or buy on their own. Each Plan bundles what it unlocks with the credits it includes, and every subscriber gets their own credit pool. Someone on two Plans draws from both.

Free Plans work too. A $0 Plan is a good way to offer a starter library that anyone can sign up for, then sell the rest on a paid tier. The Plan contents view shows every Plan side by side against everything you've built, so you can spot a gap between tiers before your customers do.

Plans, credit packs, and your payout account now live together under Sell > Plans & Credits.

Portals: a front door for every audience

A Portal is where people sign in and use what you've shared with them. It carries your branding and decides who is allowed through the door.

On a Portal's Access page you choose which Groups may enter. Turn on Self-Service to attach a Storefront, and the Portal opens to anyone who wants to sign up for one of its Plans. Leave it off and only the Groups you admitted can get in. Everyone else sees "Invalid login" and is never sent a code.

Signing in never grants anything on its own. What a person sees inside the Portal is decided by their Groups and their Plans, so one Portal can serve free users, paying customers, and your internal team at the same time.

On Agency, Advanced Security Settings add allowed email domains, a Portal password, trusted IP ranges, and share links that let a specific person in without adding them to a Group.

Storefronts: sell your Plans anywhere

A Storefront is a pricing page for your Plans. Pick which Plans it offers and which one is the default, choose the Portal buyers land in, and decide where they go after checkout: straight into the Portal, or a thank-you page on your own site.

Every Storefront gets a public page you can link to, an embed snippet for your website, and a direct checkout link for each Plan. Buyers pay through your Stripe account, get an account created from their checkout email, and receive a welcome email with a sign-in link. Existing customers see a Sign in link, and your Portal's sign-in page shows a Sign up button that leads back to the Storefront.

Upgrade your HighLevel sub-accounts

If you share Suites with HighLevel sub-accounts, you can now move them onto the same model in one step. The upgrade gives you three things you couldn't do before:

• Credit limits. Set how many credits each sub-account can use, so one busy location can't drain your whole balance.
• Credit packs. Sub-accounts that hit their limit can buy more credits from you instead of waiting for you to raise it.
• User management. Sub-accounts appear in Users and Groups like everyone else, so you manage all your users in one place.

Start it from Deploy > HighLevel. You choose the credit limit that applies to every sub-account, with a cost estimate beside each option. If you'd rather keep things as they are, pick Unlimited (same as today). Before you confirm, we show which sub-accounts would have hit each limit over the last 30 days, so nobody is cut off by surprise.

Nothing about the experience inside HighLevel changes. Each sub-account keeps its Suites, its Knowledgebase, and its chat history, now served through a Portal. From then on, the sub-accounts table is where you choose which Suites each location can use and turn Knowledgebases on or off. Changed your mind? Undo puts everything back the way it was.

The upgrade is opt-in. You can dismiss the prompt with Do this later and come back to it from the banner at the top of the HighLevel page.

A simpler sidebar

The sidebar is organized around the new model:

• Deploy: Portals, Embed & Share, and HighLevel.
• Sell: Storefronts, and Plans & Credits.
• Assign: Users and Groups.
• Monitor: Activity and Carbon Removal.

From Users you can now add someone by email, put them straight into Groups, and send them a branded invite in one step.