Subscription Synchronization in Agile.Now for Enhanced SaaS Experience
  • 01 Jun 2024
  • 3 Minutes to read
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Subscription Synchronization in Agile.Now for Enhanced SaaS Experience

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Article summary

Agile.Now facilitates a dynamic Software as a Service (SaaS) experience by meticulously synchronizing modules and features according to user subscriptions. This advanced synchronization not only tailors user access to modules and features but also ensures that such access rights are dynamically adjusted in line with subscription changes. Here's a deeper look into the technicalities and importance of this synchronization process.

Subscription-Based Access Control

  • Foundation of Subscription Synchronization:
    • In Agile.Now, user access to various modules and features is intricately tied to their subscription plan. The system employs a sophisticated mechanism that links each subscription to specific modules and features, as outlined in the product plan.

Synchronizing Modules According to Subscriptions

  • Detailed Process:

    • The synchronization process begins by retrieving a list of modules from the
      Module table based on the configurations of active subscriptions. It then integrates these modules into the Access Application table, ensuring users have access to the correct modules as per their subscription.
  • Adapting to Subscription Changes:

    • This mechanism is crucial for reflecting changes in the subscription plan, such as upgrades, downgrades, or modifications. It dynamically adjusts the user's access rights to different modules, ensuring access remains aligned with the current subscription status.

Synchronizing Features According to Subscriptions

  • Detailed Process:

    • Similarly, features within Agile.Now are synchronized based on the user's subscription. This involves retrieving each feature from the Feature table according to the subscription plan and updating the Access Role table accordingly.
  • Ensuring Correct Access to Features:

    • This process guarantees that users can access only the features and access roles included in their subscription, maintaining a direct correlation between feature and the subscription plan.

Maintaining Synchronization Integrity

  • Regular Synchronization Cycles:

    • Agile.Now conducts regular synchronization cycles, typically daily, to ensure that the access control system accurately reflects any changes in subscriptions. These cycles are essential for keeping the user's access rights up-to-date with their subscription plan.
  • Importance of Manual Oversight:

    • Despite the automated nature of this synchronization, administrators are advised to periodically review the synchronization outcomes. This manual verification helps in identifying and rectifying any discrepancies, ensuring the system's accuracy and reliability.

Best Practices for Synchronization Management

  • Proactive Subscription Management:

    • Administrators should stay abreast of changes to subscription plans and preemptively adjust the synchronization settings to reflect these changes accurately.
  • Testing and Verification:

    • Prior to implementing changes in the live environment, conducting tests in a controlled setup is crucial. This helps in understanding the impact of changes and confirming their effectiveness before rollout.

Implications of Subscription Downgrades and Role Recovery

When downgrading a subscription in Agile.Now, it's critical to understand the automated actions taken by the system that affect access roles:

  • Automatic Deletion and Recovery of Access Roles: The system automatically removes all access roles associated with the downgraded subscription. However, if the same function is re-added to the subscription, all previously assigned rights and permissions are automatically restored. This affects various system components in the following ways:

    • Access Control List: All relevant access roles are deleted, restricting access to previously available modules and features. These roles will be automatically recovered if the function is re-added.

    • User Groups: Access roles linked to the downgraded subscription are removed from all user groups, impacting group-based permissions. The deleted roles will be automatically recovered when the function is restored.

    • Individual Users: Users will lose access roles tied to the downgraded subscription. These permissions will be automatically recovered if the function is re-added.

Given this automated recovery feature, administrators can manage subscription changes with greater flexibility. If access roles are removed due to a downgrade, the system ensures that all associated information is restored upon re-adding the function, providing a seamless and efficient management experience.

Conclusion

The strategic synchronization of modules and features with subscriptions in Agile.Now is pivotal for delivering a personalized and secure SaaS experience. By ensuring access to modules and features aligns seamlessly with users' subscription plans, Agile.Now enables a flexible, scalable, and user-centric approach to software access management. Effective synchronization not only enhances user satisfaction but also upholds the integrity and precision of the access control system.


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