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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.