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Purpose

Subscriptions allows Administrators to see which users have roles assigned to them for a given subscription month. Subscription Packages are sub-groupings of users that have access to various areas of MetaField. Subscription counts will be tabulated for each Subscription Package for the selected month / year.

If a user is added to more than one role, they will not count for additional subscriptions. One user = one subscription per month, no matter the number of roles.

  • Clicking on a subscription package name will filter the user grid to just those users belonging to that subscription.
  • It is recommended that you review the list monthly and remove users that no longer require access to MetaField. Roles must be completely removed from the user to not incur a subscription cost.

Agile Frameworks has a way to exclude certain users from the subscription count so firms are not billed for activities on these users. A good example of this would be a support user that remotely logs into your system to do some diagnosis.

Create Subscription Billing Export

The Create Billing Export button on the Subscriptions sub tab, allows Administrators to download a spreadsheet containing Subscription information for the selected subscription period. The process creates a .CSV file.

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