imported>Aeric |
imported>Aeric |
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| '''Settings > Administration > Subscription Summary''' | | '''Settings > Administration > Subscription Summary''' |
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| {{ #ifeq: {{SITENAME}} | | {{ #ifeq: {{SITENAME}} |
| |ISV Support Wiki | | |ISV Support Wiki |
| | <!--ISV only --> | | | {{:ISV Subscription Summary}} |
| ==About the Subscription Summary==
| | | {{:Platform Subscription Summary}} |
| When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:
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| :*Subscription Information
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| :*Plan information
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| :*Space Allocation/Used Space for Documents and Data | |
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| == View Subscription Information ==
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| *Click '''Settings > Administration > Subscription Summary'''. The Subscription Information and Licensing Activity page appears.
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| **To recalculate the space used by your database and documents, click the ''Recalculate Space'' link
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| | <!-- NON-ISV -->
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| ==About the Subscription Summary==
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| When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:
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| :*Subscription Information
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| :*Plan information
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| :*Space Allocation/Used Space for Documents and Data
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| :*Number of Emails sent this month, Email Credits Available, Email Campaign Activity
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| ===About Email Credits===
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| Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email [[Campaigns]].
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| Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.
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| ===About the Action buttons===
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| A number of action buttons are available on the {{PAGENAME}} page:
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| :*[[#Modify Service Plan|Modify Service Plan]]
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| :* Purchase [[#Email Credits|Email Credits]]
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| :*[[#Update Credit Card Information|Update Credit Card Information]]
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| :* [[#Show Usage|Show Usage]]
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| == View Subscription Information ==
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| *Click '''Settings > Administration > Subscription Summary'''. The Subscription Information and Licensing Activity page appears.
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| **To recalculate the space used by your database and documents, click the ''Recalculate Space'' link
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| From the available buttons, you can also:
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| :*[[#Modify Service Plan| Modify Service Plan]]
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| :*[[#Buy Email Credits|Buy Email Credits]]
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| :*[[#Update Credit Card Information|Update Credit Card Information]]
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| :*[[#Show Usage|Show Usage]]
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| ===Modify Service Plan===
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| #Click '''Settings > Administration > Subscription Summary'''
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| #Click the '''[Modify Service Plan]''' button and choose an action from the list:
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| ::<table border="1" cellpadding="5" cellspacing="1">
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| <tr><th>Legacy Customers</th><th>New Customers</th></tr>
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| <tr>
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| <td>
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| *Add User Licenses
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| *Add Data Space
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| *Add Document Space
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| *Upgrade Subscription Plan
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| *Reduce User Licenses
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| *Reduce Data Space
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| *Reduce Document Space
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| *Downgrade Subscription Plan
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| *[[#Terminate a Subscription|Terminate Subscription]]
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| *Add Professional Services
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| </td>
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| <td valign="top">
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| *Add User Licenses
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| *Add Data Space
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| *Add Document Space
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| *Upgrade Subscription Plan
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| *Reduce User Licenses
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| *Change Subscription Option
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| *[[#Terminate a Subscription|Terminate Subscription]]
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| *Add Professional Services
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| </td></tr></table>
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| ===Buy Email Credits===
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| #Click '''Settings > Administration > Subscription Summary'''
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| #Click the '''[Buy Email Credits]''' button and complete the following information:
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| #*Purchasing Information - Select the number of email credits from the list
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| #*Card Information - Provide credit car info
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| #*Billing Contact and Address Information
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| ===Update Credit Card Information===
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| #Click '''Settings > Administration > Subscription Summary'''
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| #Click the '''[Update Credit Card]''' button and complete the following information
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| #*Card Information
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| #*Billing Contact and Address Information
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| ===Show Usage===
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| #Click '''Settings > Administration > Subscription Summary'''
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| #Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.
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| ==Convert Your Trial to a Subscription==
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| After the Trial Subscription period, you will be asked to choose your subscription options and select the users (number of licenses) you wish to have.
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| To convert a Trial to a Subscription:
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| Click the '''[Subscribe Now]''' button and follow the instructions to subscribe to the Platform.
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| ==Terminate a Subscription==
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| #Click '''Setup > Administration > Subscription Summary'''
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| #Click '''[Modify Service plan]'''
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| #Select ''Terminate Subscription'' from the action drop down
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| #Click '''[Next]'''
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| }} <!--end of non-ISV info--> | |
| <noinclude> | | <noinclude> |
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