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Subscription Management

Omnistrate provides you with a powerful subscription management feature designed to simplify and automate the subscriptions for your SaaS Product. It allows you to configure subscription behaviors, such as enabling auto-approvals, or fine grained control such as manual approval, suspending/removing, or re-enabling subscriptions. You can gain a comprehensive view of all subscriptions, including detailed information on instances and user roles, ensuring complete visibility into your SaaS Products.

What is a Subscription?

A subscription is a formal agreement between your customers and your SaaS platform that grants them access to your services based on a specific Plan. When customers subscribe to a Plan, they gain the ability to create and manage instances of your SaaS offering according to the resources, features, and limitations defined in that Plan.

Each subscription represents:

  • Access Rights: Permissions to use your SaaS platform and its features
  • Resource Allocation: Compute, storage, and other resources as defined by the Plan
  • Service Level: The tier of service and support the customer receives
  • Billing Agreement: The pricing model and payment terms for using your platform

How Customers Subscribe to a Plan

The subscription process is designed to be straightforward and secure for your customers:

1. Plan Selection

Customers browse the available Plans you've configured for your SaaS offering. Each Plan defines:

  • Resource limits (CPU, memory, storage)
  • Feature availability
  • Pricing structure
  • Support level

2. Subscription Request

When a customer selects a Plan, they initiate a subscription request through your customer portal or API. This request includes:

  • Selected Plan details
  • Customer account information
  • Billing preferences
  • Any custom configurations

3. Terms and Conditions Acceptance

Before the subscription can be processed, customers must:

  • Review your platform's Terms of Service
  • Accept the Privacy Policy
  • Acknowledge the Service Level Agreement (SLA)
  • Agree to the billing terms and payment schedule

This step ensures legal compliance and sets clear expectations for both parties.

4. Subscription Approval

Depending on your configuration, subscriptions can be:

  • Auto-approved: Instantly activated for immediate use
  • Manually reviewed: Queued for your team's approval before activation

5. Platform Access

Once approved and terms are accepted, customers can:

  • Access your SaaS platform
  • Create instances within their Plan limits
  • Manage their resources through the customer portal
  • Begin using your services immediately

6. Deployment Instance Management

After subscription activation, customers can:

  • Create Instances: Launch new instances of your SaaS offering within their Plan limits
  • Start/Stop Instances: Temporarily halt running instances to save resources while preserving data
  • Delete Instances: Permanently remove instances they no longer need
  • Monitor Performance: Track instance performance, resource utilization, and health metrics
  • Modify Configurations: Adjust instance settings and parameters as allowed by their Plan
  • Scale Resources: Increase or decrease instance resources within Plan boundaries
  • Access Management: Control user access and permissions for their instances

All these steps are automated and can be performed by customer in a self-served manner when enabling the Customer Portal

Subscription Management Operations

Once customers subscribe to your SaaS Product, you will need to manage those subscriptions and perform operations as required on those subscriptions.

Omnistrate enables the following operations:

Subscription Approval - Auto/Manual

Whether you want tight control during the initial or beta launch of your SaaS, reviewing each subscription request before approving, or you want to streamline and automate the subscription approval process after launch, Omnistrate supports both approaches. You can configure it to meet your specific needs, providing you with the flexibility to manage subscriptions effectively at any stage.

Review All Subscriptions

Review all of your subscriptions in detail with Omnistrate. You can see detailed list of all of your subscriptions with information such as status, users, roles and instances etc. This enables you to easily manage the subscriptions as well troubleshoot any issues that arise. Whether you need to check the status of a subscription, identify which users have access to specific subscriptions, or review the details of each instance, Omnistrate ensures you have all the information you need at your fingertips.

Subscription Suspension

Subscriptions can be temporarily suspended in various situations, such as when billing issues arise or payments are pending. Suspending a subscription keeps it intact and customers can't create new instances, but their subscription details and any existing instances remain intact. This provides flexibility for customers who may have temporary budget constraints or seasonal needs, allowing them to easily resume their SaaS Product later without losing any progress.

Reactivating Subscription

Suspended subscriptions can be reactivated seamlessly, restoring full access to the SaaS Product and allowing customers to pick up right where they left off. This ensures a smooth and uninterrupted experience for customers who are ready to resume their subscription, eliminating any inconvenience.

Terminating Subscription

You can terminate subscriptions when needed. Whether ending a SaaS Product contract, responding to a customer cancellation request, enforcing policy compliance, or optimizing resource use, terminating subscriptions helps manage resources effectively.