Skip Ribbon Commands
Skip to main content

Subscriptions

Last Update: 5/2/2017 1:48 PM

​You must assign subscriptions to users before MSPComplete members can perform services for those users. This article explains how to purchase, review, and manage renewals for user subscriptions.

Note: For instructions on how to purchase licenses for premium products not covered under subscriptions, refer to the Lic​enses article.

Contents:

For more information: See also the Pricing page at https://www.bittitan.com/mspcomplete/pricing/​ and the Get Started page at https://www.bittitan.com/mspcomplete/get-started/.

Subscription assignment process

The following steps explain how to acquire and assign subscriptions. These steps differ depending on whether you purchase subscriptions with a credit card or through a distributor.

 

Step 1: Review the subscriptions FAQ

The Subscription and Licensing FAQ explains the subscription purchasing and renewal policies.

 

Step 2: Set up billing

Each workgroup acquires subscriptions using one of two billing methods, which are summarized here and explained in detail in the Subscription billing article:

  • Credit card. Subscriptions are billed to a credit card entered in the MSPComplete interface by an administrator.
  • Distributor. Subscriptions are purchased in bulk outside of the MSPComplete interface.

 

Step 3: Acquire subscriptions

After the billing method is set up, workgroup administrators and managers can acquire the necessary subscriptions. The sections in this article guide you through this process, summarized here:

  • Credit card purchases. Subscriptions are purchased as users are brought on board.
  • Distributor coupons. Unassigned subscriptions are added to the interface by redeeming a coupon from a distributor, from another workgroup, or from a different MigrationWiz account.

 

Step 4: Assign subscriptions

You must assign subscriptions to a customer’s users before MSPComplete members can carry out services for those users. This typically happens when the users are brought on board. For example, if you upload user records from an Active Directory endpoint, MSPComplete prompts you to purchase (if using credit card billing) and assign the subscriptions during the upload. Only administrators and managers can purchase subscriptions using the workgroup credit card. Administrators, managers, or agents can assign subscriptions already purchased through a distributor.

Note: If you do not assign subscriptions to users while onboarding customers, you can assign the subscriptions before you begin to manage services for the users. MSPComplete will automatically prompt you to do this when necessary. You can also assign subscriptions to users on the customer’s Users page, which is explained in the Apply subscriptions to users topic.

 

Step 5: Periodically review renewal status

Subscriptions automatically renew in a year unless you disable the auto-renew feature. For example, you’ll need to disable auto-renewal for users no longer employed by your customers so that you are not billed for renewals. The sections below explain how to monitor and change the renewal status.

 

Purchase subscriptions using a credit card

If the workgroup administrator has set up credit card billing, administrators and managers can purchase subscriptions as needed. The MSPComplete interface guides you through the purchase process, and a purchase screen can appear in different contexts, such as when onboarding new users or setting up services. As demonstrated in the following illustration, follow the on-screen prompts to purchase the necessary subscriptions.

subscription03.png 

 

Redeem coupons

You can add subscriptions to MSPComplete by redeeming a coupon from a distributor, from another workgroup, or from a different MigrationWiz account

To redeem a coupon:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click the Enter Coupon tab.
  4. Enter the coupon code in the field provided. If you have multiple coupons, add a space between each code.
  5. Click Check. If the coupon code is valid, MSPComplete displays information about the purchased items. If the code is not valid, contact the person who generated the coupon.
  6. Click Apply.

    Important:
    The subscriptions are validated and activated as soon as you redeem the coupon. The one-year subscription period begins at this point, not at the time you assign the subscriptions to users.

 

Generate a coupon for unassigned subscriptions

If you have unassigned subscriptions, you can generate a coupon to transfer them to a different workgroup or a different instance of MSPComplete. This situation typically occurs if you have allocated more subscriptions to a workgroup than you need for the workgroup.

To generate a coupon:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click the Enter Coupon tab.
  4. Click the link to generate a coupon.
  5. In the form that appears, give the coupon a descriptive label.
  6. Select the license pack to include in the coupon. Each pack represents a set of subscriptions that will expire at the same time. For example, one pack may be 10 subscriptions that expire in 11 months, another pack may be 15 subscriptions that expire in 9 month.
  7. Enter the number of subscriptions that the coupon should contain. This can be any number up to the maximum number of subscriptions available in the selected pack.
  8. Optionally, enter an email address that receives notice of the generated coupon.
  9. Click Generate the Coupon Code. The code generation may take a few seconds to complete.
  10. Under the Generated Coupons heading, your coupon code will be listed in the top row.
  11. You can redeem the coupon as described above.

    Note: Coupon codes have the same expiration date as the license pack with which they are associated.


 

Display the subscription and licensing overview

The Overview page summarizes the subscription information for all customers in a workgroup:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click the Overview tab.
  4. The information fields tally the subscriptions for all customers in the workgroup.

    Field

    Meaning

    Subscribed

    The number of users in this workgroup who have active subscriptions assigned to them.

    Unassigned

    The number of valid, purchased subscriptions that can be assigned to users within this workgroup. You will see a number here if you redeemed a coupon from a distributor, from another workgroup, or from a different MigrationWiz account​.

    Expiring

    The number of subscriptions in the workgroup that will expire within 30 days unless the status is changed to enable auto-renewal, as described below.

    Expired

    The number of subscriptions within the workgroup that have expired. After you archive a user record through the customer’s User page, that user’s expired subscription is no longer counted here.

  5. By clicking the buttons on the Subscriptions page, you can change the workgroup’s billing setup or purchase licenses for premium products.

    Button

    Action

    Edit

    Edit the workgroup to enable or disable the purchasing of subscriptions through a distributor.

    Add payment/Remove payment

    Add or delete a credit card payment method for purchasing subscriptions. For details, refer to the Subscription billing article.

    Shopping cart

    Purchase licenses for premium products not covered by subscriptions. For details, refer to the Licenses article.

 

Modify subscription renewals

On the Subscriptions page, administrators and managers can view and update subscription renewals for any subscribed users within a workgroup:

  1. Select the workgroup at the top of the left navigation pane.
  2. Click Settings in the left navigation pane.
  3. Click the Subscriptions tab.

    Note: The Subscriptions page does not show the users who have not been assigned subscriptions. You can assign the subscriptions on a customer’s Users page. The changes you make there are then reflected on the Subscriptions page. For more information, refer to the Apply subscriptions to users topic.

 

Select customers and users

The Subscriptions page initially lists all users for all customers. You can use the Filter drop-down menu to narrow the pool of subscribers shown. Select any combination of the following:

  1. Using Date Range in the drop-down menu, you can select subscriptions that have expired or will soon expire.

     

    Filter field

    Subscriptions selected

    Expired

    Subscriptions that have reached their expiration dates and were not set to auto-renew.

    Expiring in 30 days

    Subscriptions that will reach their expiration dates within 30 days. This includes both the subscriptions that are set to auto-renew and those that are not unless you also select one of the Auto-Renew options (enabled or disabled).

    Expiring in 90 days

    Subscriptions that will reach their expiration dates within 90 days. This includes subscriptions that are set to auto-renew and those that are not unless you also select one of the Auto-Renew options (enabled or disabled).

  2. For Auto-Renew in the drop-down menu, you can select which users to display based on renewal status.

     

    Filter field

    Subscriptions selected

    Auto-Renew Enabled

    Subscriptions set to renew automatically at the end of their subscription periods. This is the default state for all new subscriptions.

    Auto-Renew Disabled

    Subscriptions that will not renew automatically at the end of their subscription periods.

  3. With the Customers field of the drop-down menu, you can display users for a single customer.

    Tip: In the search field, enter any number of characters to make a full or partial match on customer names.
  4. Click the Filter button in the drop-down menu to filter the users based on your selected criteria.

    Tip: If you do not see the set of users you expect, reset the user filtering by clearing the search fields in the drop-down menu.
  5. The group of users you select displays in the Subscriptions page with the following information.

    Column

    Name

    First

    Subscriber’s first name.

    Last

    Subscriber’s last name.

    Email

    Subscriber’s email address.

    Auto-Renew

    A check mark means that Auto-Renew is ON.

    An X means that Auto-Renew is OFF.

    Expiration

    Expiration date of the subscription.

 

Modify renewals for a selected group of subscriptions

After you have selected a set of users, you can change the auto-renew settings for their subscriptions:

  1. Click the box to the left of the column labels. This automatically selects all users in the list.
  2. Do one of the following:
    • Click the Enable Renew button to turn the auto-renew feature on for the selected subscriptions. When these users reach the ends of their subscription periods, their subscriptions will automatically renew.
    • Click the Disable Renew button to turn the auto-renew feature off for the selected subscriptions. When these users reach the end of their subscription period, their subscriptions will not renew.
  3. Verify the settings for the selected users in the Auto-Renew column.

 

Modify the renewal for a single subscription

You can easily change the auto-renew setting for a single subscriber:

  1. Select the user name in the list of users on the Subscriptions page.
  2. Click the ellipsis () that appears at the end of the row.
  3. Select one of the following from the context menu:
    • Select Enable Renew to turn the auto-renew feature on for the user. When this user reaches the end of the subscription period, the subscription will automatically renew.
    • Select Disable Renew to turn the auto-renew feature off for the user. When this user reaches the end of the subscription period, the subscription will not renew.
  4. Verify the settings for the selected user in the Auto-Renew column.

    Tip: You can also edit the user information by choosing Edit from the context menu.