Plans
A plan (service plan) is an offer you make to your customers: which services it includes and with which limits. Every subscription comes from a plan and follows it: when you change the plan, every subscription that follows it changes. So, instead of setting up each subscription by hand, you prepare a few plans, for example "Small", "Medium" and "Large", and assign them.
Services › Service plans shows two sections:
- Plans: the offers for your customers;
- Add-ons: extra resources to add to a subscription, on top of its plan, for example 10 more devices.
Creating a plan
New plan (or New add-on) asks for a Name, a Description, whom it is for (For: Customers, or Customer add-on) and the Services. The limits start from the default values of the catalog and you set them on the next page.
Duplicate makes a new plan starting from an existing one: it is the quickest way to make a variant.
You can offer only the services included in your reseller plan, within its limits.
Limits
On the page of a plan, each service has its Limits. For each one:
| Column | What you set |
|---|---|
| Value | The limit, or Unlimited. Space and traffic are written in MB, GB or TB, chosen next to the value (1 GB = 1024 MB) |
| When exceeded | What happens when the usage goes over the value: Allow keeps working and only warns; Deny refuses what would go over it, for example a new backup; Suspend the subscription suspends it until the usage is back within the limit |
| Warn at | The usage from which the warnings start, before reaching the limit. It must be lower than the value |
| Notify when exceeded | A warning when the usage goes over the value |
Some limits are quotas, which are used up (the number of devices, the space, the monthly volume of the logs), others are parameters (for example how many months the logs stay searchable, the shortest interval of the checks).
Choose Suspend the subscription with care: for the customer the pages of the services close until the usage is back within the limit, even if the service goes on behind the scenes. For most resources Allow with a warning, and a sales call, is kinder.
Changing a plan
Saving a plan updates every subscription that follows it; a customized subscription is not touched. If a subscription could not follow the new values, for example because it already has more devices than the new limit, the plan is not saved and the panel tells you which subscription and why.
Add-ons
An add-on adds resources to a subscription, on top of its plan:
- quotas add up: an add-on of 10 devices on a plan of 20 gives 30 devices;
- parameters take the higher value between plan and add-on;
- each add-on applies at most once per subscription.
In an add-on, leave a value empty to leave that limit as it is. Add-ons are added to subscriptions from the Add-ons tile (see Subscriptions).
Retiring a plan
Retire the plan when you no longer offer it: it can no longer be assigned to new subscriptions, and those that have it keep it.