Manage Subscriptions

Grant a New Subscription

Creating a new subscription to a subscription plan where the channel is managed allocates a subscription to selected organizations or users, depending on the scope of the managed subscription plan. Once a subscription has been allocated and activated, or any associated terms and conditions have been accepted, the recipient of the subscription has access to the data product.

If a user does not show as having an avatar then this means they are invited only and have not registered. Pre-allocating subscriptions to invited users provides them access to a curated view of ready-to-use data products as soon as they registered.

Note: You must have a subscription administrator role to perform this action.

To create a new subscription:

1. Navigate to the manage products view

2. Live products will have a ‘Manage subscriptions’ and ‘New subscription’ button at the end of the product row under the three dots menu

3. Click ‘New subscription’

   • A list of subscription plans where the channel is managed appears.

4. Hover over the subscription plan and click on it until it is highlighted.

   • You are able to set a Price that is relevant to the application of this subscription to a specific organization or user, or group of users

5. Select Next.

   • If the subscription plan has a Scope equal to Organization then select one or more organizations to assign this subscription plan to.

   • If the subscription plan has a Scope equal to Single or Multi-users then select one or more users to assign the subscription to.

6. Click Subscribe.

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.

1. Navigate to the manage products page

2. Click the three dots menu at the end of the row for a Live product and click Manage subscriptions

3. For the subscription you’d like to replace click the three dots > Edit Users.

4. Select New subscription by hovering over it and clicking on it.

5. 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.

1. Navigate to the manage products page

2. Click the three dots menu at the end of the row for a Live product and click Manage subscriptions

3. For the subscription you’d like to replace click the three dots > replace.

4. Select New subscription by hovering over it and clicking on it.

5. Click Next.

6. Select Organization.

7. Select Users.

8. 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:

1. Navigate to the manage products page.

2. 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.

1. Navigate to the manage products page.

2. Find the required data product and click the three dots > Manage Subscriptions

3. Select the subscription you would like to expire and click the three dots > Expire

4. A pop up appears to show the list of users or organizations who would be impacted by expiring the subscription

5. Select Continue to expire the subscription.