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Help/SaaS & Account Lifecycle/SaaS company lifecycle: create, edit, deploy, subscribe, cancel and resume
How-to guide

SaaS company lifecycle

The current application build includes a verified Perfex SaaS flow with create, edit, deploy, subscribe, my-account, cancel and resume actions. This guide documents the audited SaaS lifecycle at a high level.

SaaS & Account LifecycleHow do I create a SaaS company?How do I deploy a company?Related website page

Where to click

Use these menu paths first, then complete the action from the screen you open.

SaaS client area > create / edit company
SaaS actions > deploy / subscribe / cancel / resume
Quick answerThese are the fastest verified steps for this task in the current Proplix build.

Exact steps

  1. Open the SaaS company workflow from the SaaS client area or the related company lifecycle controls.
  2. Create the company record first, then complete any required edit or setup details.
  3. Use the lifecycle actions to deploy, subscribe, cancel or resume as needed.
  4. Check company status after each lifecycle action to confirm the change applied correctly.
  5. Use the lifecycle record as the main control point for company-state changes.

What this feature does

  • The SaaS client controller supports create, edit and deploy company actions.
  • Subscription creation, cancellation and resumption are present in the verified controller.
  • My Account and ensure-subscription-access actions are part of the lifecycle.
  • Authentication helpers include magic-auth routes for SaaS access flows.
  • Company creation or update can be tied to deployment and subscription state.

What to do next

  • If the SaaS setup is being positioned through the public website, connect this flow to the signup and contact routes you publish.
  • When new tenant-facing modules are added later, extend the help centre with a new audited category rather than guessing ahead.

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Related questions

How do I log in?

The current application build contains verified admin authentication actions for login, forgot password, reset password, two-factor verification and logout. This guide covers the audited access flow without guessing at hidden configuration.

How does public booking work?

The Appointments module includes a public booking route, client-side appointment access, a history screen and a reports area. This guide covers the verified external and historical parts of the module.

How do I add a client?

The current application build keeps the client record in the core Clients controller and extends the customer area with property-specific entries such as Client Database, Tenants and Landlords. This guide covers the verified client and contact workflow.

How do I add staff?

The audited admin build includes dedicated controllers for Staff, Roles, Departments, Custom Fields and Filters. This guide explains where those control points sit and how they are best used together.