AgileApps Support Wiki Pre Release

Difference between revisions of "Subscription Summary"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
m (Text replace - '> Company Setup' to '> Account Management')
Line 1: Line 1:
'''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
'''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''


==About the Subscription Summary==
==About the Subscription Summary==
Line 14: Line 14:


== View Subscription Information ==
== View Subscription Information ==
# Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''<br>The Subscription Information and Licensing Activity page appears.
# Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''<br>The Subscription Information and Licensing Activity page appears.
# To recalculate the space used by your database and documents, click the ''Recalculate Space'' link
# To recalculate the space used by your database and documents, click the ''Recalculate Space'' link


Line 24: Line 24:


===Modify Service Plan===
===Modify Service Plan===
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Modify Service Plan]''' button and choose an action from the list:
#Click the '''[Modify Service Plan]''' button and choose an action from the list:
::{| border="1" cellpadding="5" cellspacing="1"
::{| border="1" cellpadding="5" cellspacing="1"
Line 52: Line 52:


===Buy Email Credits===
===Buy Email Credits===
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Buy Email Credits]''' button and complete the following information:
#Click the '''[Buy Email Credits]''' button and complete the following information:
#*Purchasing Information - Select the number of email credits from the list
#*Purchasing Information - Select the number of email credits from the list
Line 59: Line 59:


===Update Credit Card Information===
===Update Credit Card Information===
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Update Credit Card]''' button and complete the following information
#Click the '''[Update Credit Card]''' button and complete the following information
#*Card Information
#*Card Information
Line 65: Line 65:


===Show Usage===
===Show Usage===
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.
#Click the '''[Show Usage]''' button.<br>Resource allocation limits and usage relative to those limits is displayed.


Line 76: Line 76:
==Terminate a Subscription==
==Terminate a Subscription==
Legacy Customers (prior to Aug 2011):
Legacy Customers (prior to Aug 2011):
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#Click '''[Modify Service plan]'''  
#Click '''[Modify Service plan]'''  
#Select ''Terminate Subscription'' from the action drop down
#Select ''Terminate Subscription'' from the action drop down
Line 82: Line 82:


Customers since Aug 2011:
Customers since Aug 2011:
#Click '''[[File:GearIcon.png]] > Administration > Company Setup > Subscription Summary'''
#Click '''[[File:GearIcon.png]] > Administration > Account Management > Subscription Summary'''
#In the '''Tenant Base Plan''' section, click the '''Terminate''' link next to your plan.
#In the '''Tenant Base Plan''' section, click the '''Terminate''' link next to your plan.

Revision as of 00:07, 24 August 2013

GearIcon.png > Administration > Account Management > Subscription Summary

About the Subscription Summary

When you are a platform subscriber, the following information is tracked and can be viewed in the Subscription Summary:

  • Subscription Information
  • Plan information
  • Space Allocation/Used Space for Documents and Data
  • Number of Emails sent this month, Email Credits Available

About Email Credits

Included in your Subscription Plan are a selected number of email credits per month. These email credits are used when sending Email messages.

Additional blocks of email credits can be purchased as needed, providing maximum flexibility for your outbound email marketing efforts.

View Subscription Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
    The Subscription Information and Licensing Activity page appears.
  2. To recalculate the space used by your database and documents, click the Recalculate Space link

From the available buttons, you can also:

Modify Service Plan

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Modify Service Plan] button and choose an action from the list:
Legacy Customers (prior to Aug, 2011) Customers since Aug, 2011
  • Add User Licenses
  • Add Data Space
  • Add Document Space
  • Upgrade Subscription Plan
  • Reduce User Licenses
  • Reduce Data Space
  • Reduce Document Space
  • Downgrade Subscription Plan
  • Terminate Subscription
  • Add Professional Services
  • Add User Licenses
  • Add Data Space
  • Add Document Space
  • Upgrade Subscription Plan
  • Reduce User Licenses
  • Change Subscription Option
  • Add Professional Services

Notepad.png

Note: The service plan you select includes a certain number of API Calls. Check the API Calls Log to see how many API Calls you typically make. (To see how the calls are calculated, review the Considerations section.)

Buy Email Credits

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Buy Email Credits] button and complete the following information:
    • Purchasing Information - Select the number of email credits from the list
    • Card Information - Provide credit card info
    • Billing Contact and Address Information

Update Credit Card Information

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Update Credit Card] button and complete the following information
    • Card Information
    • Billing Contact and Address Information

Show Usage

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click the [Show Usage] button.
    Resource allocation limits and usage relative to those limits is displayed.

Convert Your Trial to a Subscription

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.

To convert a Trial to a Subscription: Click the [Subscribe Now] button and follow the instructions to subscribe to the Platform.

Terminate a Subscription

Legacy Customers (prior to Aug 2011):

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. Click [Modify Service plan]
  3. Select Terminate Subscription from the action drop down
  4. Click [Next]

Customers since Aug 2011:

  1. Click GearIcon.png > Administration > Account Management > Subscription Summary
  2. In the Tenant Base Plan section, click the Terminate link next to your plan.