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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 period defined.
Steps for creating a billing export:
Filter the list as needed to reflect the time period for which you would like a spreadsheet.
- Select the Create Billing Export button.
- When prompted, enter appropriate Client Name.
- Select Export.
- Follow the resulting prompts to View and/or Save the .csv file.