Template — SaaS

User Story Template for SaaS Products

SaaS user stories need to account for multi-tenancy, plan tier gating, and self-service user journeys. A feature that works for a single user may break when accessed by hundreds of users across different plan tiers simultaneously.

This template adds SaaS-specific personas and acceptance criteria to the standard user story format.

Template sections

4 sections covering the complete user story workflow.

01

SaaS Personas

Use SaaS-specific personas: Workspace Admin (manages settings and billing), Team Member (daily user), Billing Owner (manages subscription), Trial User (evaluating the product), and Guest (limited external access). Each persona has different feature access based on their role and plan tier.

02

Plan Tier Criteria

Document which plan tiers can access the feature. Include acceptance criteria for tier gating: upgrade prompt displays for lower tiers, feature is fully functional for authorized tiers, and the feature degrades gracefully when a tenant downgrades from a tier that includes it.

03

Multi-Tenant Criteria

Include multi-tenancy acceptance criteria: data isolation verified (tenant A cannot see tenant B data), feature works at scale (tested with 100+ concurrent users), and tenant-level settings are respected (timezone, branding, permissions).

04

Self-Service Criteria

SaaS features should be self-service wherever possible. Include criteria: user can discover the feature without documentation, onboarding tooltip or empty state guides first use, and no support ticket is needed to activate or configure the feature.

Copy-paste template

## User Story — SaaS

As a [SaaS persona] on the [plan tier],
I want to [action],
So that [benefit].

### Acceptance Criteria
- [ ] [Functional criterion]
- [ ] [Functional criterion]

### Plan Tier
- Available on: [Free / Pro / Enterprise]
- Lower tier behavior: [Upgrade prompt]
- Downgrade behavior: [Graceful degradation]

### Multi-Tenancy
- [ ] Data isolation verified
- [ ] Concurrent users tested (100+)
- [ ] Tenant settings respected

### Self-Service
- [ ] Discoverable without docs
- [ ] Onboarding state for first use
- [ ] No support ticket needed

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