Subscription apps and roles and how to synchronize them in Agile.Now

In Agile.Now, managing subscriptions is a crucial aspect of delivering Software as a Service (SaaS) products. Subscriptions define how users access different modules and features within a workspace. This guide explains how to manage subscriptions, associate them with workspaces, and synchronize them effectively.

Understanding Subscriptions in Agile.Now

• Subscription Basics:

  • Subscriptions in Agile.Now are linked to specific product plans.
  • They define the access to various modules and features of a product within a workspace.
  • Additional services related to the product plan can be included in a subscription.

• Association with Workspace:

  • Each subscription can be connected and associated with only one workspace at a time.

Managing Workspace and Subscriptions

• Workspace Subscription Configurations:
  • A workspace can have multiple subscription configurations, which can be active, expired, or scheduled for future activation.
  • The workspace gains access to modules and features based on active subscriptions.
  • The count of modules and features is derived from all active subscriptions configured in the workspace, along with any additional services assigned.
    

Synchronization of Subscriptions

• When Synchronization Occurs:

  • Synchronization happens whenever a new subscription is added to a workspace or an existing subscription configuration is edited.
  • The process is automated and typically occurs once a day, activating or disabling subscriptions and additional services as needed.

• Impact of Synchronization:

  • Synchronization ensures that the workspace reflects the current state of its subscriptions.
  • It is crucial to understand that changes in product structure, modules, features, or additional services do not automatically trigger an update in the workspace configuration.

Best Practices for Subscription Management

• Regular Review and Updates:

  • Keep the subscription details up-to-date, and review them regularly to ensure they align with the current offerings and customer needs.

• Testing Before Implementation:

  • Before implementing changes in the production environment, test them in a controlled environment to understand their impact.

• Understand the Synchronization Process:

  • Be aware that synchronization does not automatically reflect changes in product structure or additional services. Manual updates may be required.

Conclusion

Effective management and synchronization of subscriptions in Agile.Now are key to providing a seamless SaaS experience to customers. Understanding how subscriptions interact with workspaces and the importance of regular synchronization helps in maintaining accurate and relevant access to the software products. Stay proactive in managing subscriptions to ensure that your offerings remain competitive and aligned with customer expectations.