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Plans

A subscription plan is a tier of a product. It fixes what a licence on that plan grants: the metric and its limit, the term, the number of clients, and the feature set. Licences are issued against a plan and inherit these values, which can then be adjusted per licence.

Plan List​

Plans are listed with their product, plan type, metric and limit, duration, and status. Filter by product to see one product's tiers side by side.

Adding a Plan​

  1. Click Add Plan
  2. Select the Product — the plan's feature choices and default metric come from it
  3. Choose the Plan Type — Trial, Basic, Professional, or Enterprise
  4. Enter the Unit — the metric limit, at least 1
  5. Set the term with Duration (days), or pick a From Date and To Date; the end date is calculated from the start date and duration
  6. Set Max Clients — how many installations may share a licence on this plan
  7. Tick the features the plan grants, or add a custom feature by name
  8. Optionally add a Description
  9. Save
  • Plan code — Generated from the plan name and unique within the product. Creating a second plan with the same code for the same product is rejected.
  • Plan types — Served by the backend, so the list in the form is always the set the API accepts.
  • Features — Blank entries are rejected and duplicates are detected case-insensitively. A feature code not in the product's catalogue is accepted as a custom feature; the product will only honour codes it knows.

Note: Pricing is not captured in the plan form in this release. Plans are stored with a zero price in USD; commercial terms are held outside the Product Manager.

Editing and Deactivating​

Editing a plan changes the defaults for licences issued from now on. Existing licences keep the values they were created with. Set a plan to inactive to stop new licences being issued on it without affecting existing ones.

Best Practices​

  • Model the real tiers only — Trial, Basic, Professional, and Enterprise map to plan types; use the unit limit and features to differentiate, not many near-identical plans.
  • Use the product's catalogue — Prefer ticking catalogue features over typing custom codes. A custom code that the product does not recognise grants nothing in the product.
  • Set Max Clients deliberately — It caps how many clients can be attached to a licence on this plan.