Manage Subscriptions
Assigning Product Subscriptions
This guide walks through how to create an Ecosystem-level subscription plan on the Harbr platform and assign it directly to a specific user or Organization. This means that when a user with the assigned Subscription logs in, the product will be ready and waiting in their My Collection without any action required on their part.
This step must be completed by an Ecosystem or Organization Admin. If a suitable Plan is already configured, this step can be skipped and you may progress to applying the Plan.
Create a New Subscription Plan Template
Navigate to the Platform administration section as an Ecosystem Admin and create a new subscription plan. When setting up the template, configure the following:
A name that reflects the access tier being offered (e.g. full access with no terms etc.)
Choose the Terms and Conditions you would like to be associated with the Product.
IF you want the user to receive the product without needing to accept any T&Cs, leave the T&Cs field blank in the template. When no T&Cs are attached, the platform does not prompt users to accept anything before gaining access.
For subscription method, you can choose either:
Self-serve - The user subscribes themself directly. An admin can also allocate a self-serve subscription to the user on their behalf.
Managed - A user with a Product Administrator role assigns subscriptions to users.
Once all parameters are set to your requirements, save the template.
Assign the Subscription to the Product via Manage Products
Once your Plan template is saved, you can edit the Product and add a new Plan option.
Navigate to Manage > Products in the drop down.
Click the Product name you would like to assign the Subscription to
Scroll down and edit the Plan section to assign the new template.
Save changes and release the product.
Once the Product with its changes is released, a user with the Product Administrator role can assign the subscription (regardless of whether it is managed or self-serve) directly.
Go to Manage Products.
Click the three dots on the Product name you assign the subscription to.
Click New subscriptions and the new Plan you would like to assign.
Drag and drop the Organization where the required user belongs to the left.
The available user list will appear, and you can move across the user you would like to administer the subscription to.
Click Subscribe.
If there were T&Cs attached to the Plan, the user would be shown a yellow warning, and be prompted to go back into the Product page and accept the T&Cs before access is activated. Otherwise, a user with the assigned Subscription logs in, the product will be ready and waiting in their My Collection.
Note: You must have a subscription administrator role to perform this action.
Edit a Multi-User Subscription Plan
Editing the users associated with a subscription plan either provides or removes access to a data product where the Scope of the subscription plan is multi-user
Note: You must have a subscription administrator role to perform this action. The scope of the subscription must be multi-user.
Navigate to the manage products page
Click the three dots menu at the end of the row for a Live product and click Manage subscriptions
For the subscription you’d like to replace click the three dots > Edit Users.
Select New subscription by hovering over it and clicking on it.
Select the user(s) you want to add or remove from the subscription.
For users that are removed from the subscription, the subscription is automatically expired.
Replace an Organization’s Subscription Plan
Replacing a subscription for a user or an organization either provides or removes access to a data product depending on the Scope of a subscription plan where the Channel is managed.
Note: You must have a subscription administrator role to perform this action.
Navigate to the manage products page
Click the three dots menu at the end of the row for a Live product and click Manage subscriptions
For the subscription you’d like to replace click the three dots > replace.
Select New subscription by hovering over it and clicking on it.
Click Next.
Select Organization.
Select Users.
Click Replace.
Note: For users or organizations that are removed (and replaced) subscription, the subscription is automatically expired.
Understand Subscription Usage
When users subscribe to a data product and use it as part of another data product, within a Space or to Export, many relationships are established between the data product and the user. Understanding how and where a data product is used helps you to understand the impact of deleting the data product.
Note: You must be able to view this product in the product management view to perform this action.
To view data product relationships:
Navigate to the manage products page.
Find the required data product and click the three dots > Data Product Relationships.
The data product relationships view contain a information on
Subscriptions - the active subscriptions that are currently governing the consumption of the data product by subscribers
A data product can only be deleted when, there are no active subscriptions. In order to achieve this, the following must be done first
Subscriptions - all active subscriptions must be expired. This might happen over time in the case of a trial subscription or it could be a manual effort by to expire each active subscription
Expire a Subscription Plan
Expiring a subscription to a data product removes access immediately.
Note: You must have a subscription administrator role to perform this action. The scope of the subscription must be single or multi-user.
Navigate to the manage products page.
Find the required data product and click the three dots > Manage Subscriptions
Select the subscription you would like to expire and click the three dots > Expire
A pop up appears to show the list of users or organizations who would be impacted by expiring the subscription
Select Continue to expire the subscription.