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Subscription management

Introduction​

The administrator is responsible for configuring and managing subscriptions on the platform. This module covers creating subscription types, durations, prices, and modules, as well as managing users’ active subscriptions.

Subscription architecture​

Subscriptions are made up of four configurable elements:

Subscription type
    ├── Included modules (module list)
    └── Prices (by duration)
         └── Durations (monthly, quarterly, yearly, etc.)

Managing subscription types​

Access types​

  1. Go to "Subscriptions" → "Types".
  2. The list of existing types is displayed.

Create a subscription type​

  1. Click "New type".
  2. Fill in:
    • Name: e.g. "Basic", "Standard", "Premium"
    • Description: what this type offers
    • Included modules: select the modules that belong to this type
  3. Click "Create".

Edit a type​

  1. Click the type to edit.
  2. Click "Edit".
  3. Update the information and included modules.
  4. Save.

Delete a type​

  1. Select the type.
  2. Click "Delete".
  3. Confirm.

Warning: Deleting a subscription type that still has active subscriptions may affect the users concerned.

Managing subscription modules​

Modules are groups of features that can be assigned to subscription types.

Access modules​

  1. Go to "Subscriptions" → "Modules".

Create a module​

  1. Click "New module".
  2. Enter:
    • Name: e.g. "Analytics module", "Premium Projects module"
    • Description: the features included in this module
    • Associated permissions: the rights unlocked by this module
  3. Click "Create".

Edit / delete a module​

Same process as for types.

Managing subscription durations​

Access durations​

  1. Go to "Subscriptions" → "Durations".

Create a duration​

  1. Click "New duration".
  2. Enter:
    • Name: "Monthly", "Quarterly", "Semi-annual", "Annual"
    • Number of days (or months) this duration represents
  3. Click "Create".

Managing subscription prices​

Prices define the cost for each type + duration combination.

Access prices​

  1. Go to "Subscriptions" → "Prices".

Create a price​

  1. Click "New price".
  2. Enter:
    • Subscription type: which type this price applies to
    • Duration: for which billing period
    • Amount: the price in currency
    • Currency: the price currency
  3. Click "Create".
DurationRecommended discount
MonthlyBase price
Quarterly-5 to -10% vs monthly
Semi-annual-10 to -15%
Annual-15 to -25%

Managing active subscriptions​

View subscriptions​

  1. Go to "Subscriptions" → "Subscription list".
  2. All active, expired, and cancelled subscriptions are shown.

Filter subscriptions​

  • By status (Active, Expired, Cancelled, Pending)
  • By type
  • By user (investor or company)
  • By date

Activate / deactivate a subscription​

The admin can manually change a subscription’s state:

  1. Select the subscription.
  2. Click the status toggle (activate / deactivate).
  3. Confirm.

This is useful for exceptional cases (manually validated payment, error correction, etc.).

Common use cases​

Offer a free subscription​

  1. Create a "Free" type with limited modules.
  2. Create a price of 0 for that type.
  3. Users can subscribe without paying.

Handle non-payment​

If a user has not paid for renewal:

  1. Find the expired subscription in the list.
  2. Deactivate it manually if needed.
  3. Contact the user via chat to resolve the situation.

“Subscription management” in the admin​

The sidebar groups the platform’s SaaS configuration (plans sold to investors and companies):

EntryRole
DurationsBilling periods offered (monthly, annual, etc.)
PermissionsRights tied to subscription modules
ModulesFunctional blocks that can be enabled per plan
PlansSubscription types presented at purchase
PricesAmounts per plan × duration combination
Subscription listSubscriptions taken out by users

These screens work together to define what is offered to users and track what is actually subscribed.

See also: Cashflow · Platform settings