Subscription, permissions, users

Subscription plans

The plan master: code, name, included plan, add-on and free flags, level and monthly fee. The content of a plan is set in the subs…

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Subscription definition: what the plans contain

In a subscription offer you set which plans can be chosen, at what price, and per plan which functions, products and services are …

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Managing user groups

How to create a user group, add and remove members, and when a group can be deleted. This function belongs to the super administra…

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Subscription offer for a locked function

When a function is visible but not usable, the Subscription required page shows which plans contain it, and you can order the plan…

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Order catalogue and checkout

In the catalogue you put plans, add-on packages, functions, products and services into the cart, change plan or top up your balanc…

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Managing orders

The list and details of placed orders: confirming payment after a bank transfer arrives, cancelling and refunding.

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Resource balances and movements

How much of a client's quota for features, products and services is granted, used and valid until when; manual adjustment and the …

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Package families (pricing pages)

A package family describes the cards of a pricing page: which plans appear, in what order, with which highlighted functions, butto…

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Registering a new subscriber

The Create subscription form sets up a new subscriber in one step: company group, client company, user, credit account and subscri…

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Building a test tenant

The super administrator can build a complete test tenant – company group, client company, user, subscription – on the regular oper…

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Managing users

Adding and editing users, activating and blocking them, API keys, event portal link, sending login invitations and password reset …

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Setting up reward campaigns

How to create a referral or reward campaign: after which event, what kind and size of reward is granted, how long it is valid, and…

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Package comparison table on the website

The prices and feature matrix of a package family can be placed as a pricing table in any position of any website layout, for exam…

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