Registering a new subscriber
The Create subscription form sets up a new subscriber in one step: company group, client company, user, credit account and subscription.
The Create a subscription form builds a new subscriber (tenant) in one step: it creates or finds the company group and the client company, adds the user, opens the credit account and the subscription, and assigns the plan's functions.
Registering step by step
- Open Subscription → Create subscription.
- Fill in Company group, Client name and Tax number.
- Enter Username, E-mail and Password.
- Choose the Plan; the list shows the trial period of each plan.
- Click Create subscription. The answer contains the generated password, the payment deadline and the log of the steps.
- For a plan without trial use Continue to payment; once payment has arrived the subscription can be activated.
Rules and messages
- "The company group name is required and must be at most 120 characters." The same applies to the client name.
- "The tax number is required: 8 digits (core number) or 11 digits."
- "The username is required and must be at least 3 characters."
- "No user group is configured for registration." – in that case the user group for new subscribers has to be set in the module settings.
- A plan with a trial starts in trial; without a trial the subscription is active with credit-based billing and the functions are billed per use.
- Registrations that expire without payment are closed automatically: the subscription becomes expired, the company and its members inactive – nothing is deleted.
Example
New subscriber Example plc: company group "Example group", client "Example plc", tax number 12345678, user "example.admin". The Business plan with a 7-day trial is chosen. The system creates the company, the user and the subscription and shows the login password in the answer.