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* stripe subscription update * stripe subscription * stripe subscriptions * minor changes and fixes * link fix * Update src/manage/permissions.md Co-authored-by: Tomas Mizera <[email protected]> * dashboard short component + minor fixes --------- Co-authored-by: Tomas Mizera <[email protected]>
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| <template> | ||
| <a :href="`https://app.merginmaps.com/${id}`" target="_blank" class="nospellcheck"> | ||
| <span v-if="desc" v-html="desc"></span> | ||
| <span v-else class="nospellcheck">Mergin Maps dashboard</span> | ||
| </a> | ||
| </template> | ||
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| <script> | ||
| export default { | ||
| name: "Mergin Maps dashboard", | ||
| props: { | ||
| id: { | ||
| type: String, | ||
| default: '' | ||
| }, | ||
| desc: String | ||
| } | ||
| } | ||
| </script> |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,19 @@ | ||
| <template> | ||
| <a :href="`https://app.merginmaps.com/${id}`" target="_blank" class="nospellcheck"> | ||
| <span v-if="desc" v-html="desc"></span> | ||
| <span v-else class="nospellcheck">dashboard</span> | ||
| </a> | ||
| </template> | ||
|
|
||
| <script> | ||
| export default { | ||
| name: "dashboard", | ||
| props: { | ||
| id: { | ||
| type: String, | ||
| default: '' | ||
| }, | ||
| desc: String | ||
| } | ||
| } | ||
| </script> |
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| @@ -1,81 +1,142 @@ | ||
| # Subscriptions and Invoicing | ||
| [[toc]] | ||
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| ## Subscriptions | ||
| After signing up to <MainPlatformNameLink />, you can use your workspace for free during the **28 day trial**. After the trial, you can choose from our <MainDomainNameLink id="pricing" desc="subscription plans"/> depending on the storage size, size of your team, support level and other features that you need for your [workspace](../../manage/workspaces/). | ||
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| ::: tip | ||
| For details about different subscription plans visit the <MainDomainNameLink id="pricing" desc="pricing"/> page. | ||
| ::: | ||
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| After signing up, you can use your workspace for free during the **28 day trial**. After the trial, you can choose from our <MainDomainNameLink id="pricing" desc="subscription plans"/> depending on the storage size, size of your team, support level and other features that you need for your [workspace](../../manage/workspaces/). | ||
| There are three paid plans: *Individual*, *Professional*, and *Team* plan. Students and educators can use our free *Academia* plan and there is also a *Non-profit* plan available to charities and non-profit organisations. Subscriptions are billed monthly or annually. | ||
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| There are three paid plans: *Individual*, *Professional*, and *Team* plan. Students and educators can use our free *Academia* plan and there is also a *Non-profit* plan available to charities and non-profit organisations. | ||
| ::: tip | ||
| For details about different subscription plans visit our <MainDomainNameLink id="pricing" desc="pricing page"/>. | ||
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| :::tip | ||
| If you are interested in <MainDomainNameLink id="pricing-for-ce-and-ee" desc="On-Premise deployment"/> or looking for other options, please <MerginMapsEmail id="sales" desc="contact us" /> directly. | ||
| ::: | ||
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| Subscriptions are automatically billed monthly or annually. You can cancel or change your subscription any time through <AppDomainNameLink />. | ||
| ## Subscriptions management | ||
| The **Subscription** tab in <DashboardLink /> contains the overview of your current subscription plan and usage of storage, number of projects and number of users in your workspace. It is available only to the [owners](../permissions/#workspace-member-roles) of a workspace. | ||
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| ## How to change a subscription | ||
| Information about the current subscription can be found in <AppDomainNameLink />. Here, you can also switch to another subscription plan and manage the billing. | ||
|  | ||
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| The **Manage Subscription** button will redirect you to our subscription management portal. Here, you can [update](#how-to-change-a-subscription) or [cancel](#how-to-cancel-a-subscription) your subscription, see upcoming charges, review your [billing and payment information](#billing-information-and-payment-method) and access [payment history and invoices](#invoices-and-payment-history). | ||
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|  | ||
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| ## How to upgrade a subscription from the trial plan | ||
| 1. Log into <AppDomainNameLink /> | ||
| 2. Navigate to **Subscriptions** | ||
|  | ||
| 2. Navigate to the **Subscription** tab. The overview of available plans is listed in the **Change subscription** section. | ||
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| Specify if you want to pay yearly or monthly and click on the **Upgrade** button under the plan of your choice. | ||
|  | ||
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| 3. Here, choose if you want to **Pay monthly** or **Pay Yearly**. Click on **Upgrade** under the plan of your choice. | ||
| 4. Fill in the form with your details. | ||
| When registering a business organisation, you can enter the VAT number (if you want to use reverse charge VAT payments). | ||
| 5. Click on **Complete Purchase** | ||
| 3. You will be redirected to a checkout page. Here, fill out the billing information. | ||
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| Notes: | ||
| - If a VAT number is entered, this must be associated with the address you enter below. | ||
| - The address you enter must match the address registered with your payment method (e.g. credit card) | ||
| - The address entered needs to match the VAT registered address | ||
| The email you enter here will receive all billing-related information such as invoices or failed payments notifications. | ||
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| If you'd like to purchase the *Team* plan on annual basis and would like to make bank transfer payments, please <MerginMapsEmail id="sales" desc="contact us" /> for manual invoicing. | ||
| If you are a business, check the **I'm purchasing as a business** option and fill out your business name and VAT number. | ||
| - the VAT number has to be associated with the entered (VAT registered) address | ||
| - the address you enter has to match the address registered with your payment method | ||
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|  | ||
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| 4. Click on **Pay and subscribe** | ||
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| After the payment goes through, you will be redirected back to <DashboardLink /> where you can review the details of your new subscription | ||
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| ### How to request Academia or Non-profit plan | ||
| We support students, educators and registered non-profit organisations. If you want to request free *Academia* plan or *Non-profit* plan: | ||
| 1. Log into <AppDomainNameLink /> | ||
| 2. In the **Subscriptions** tab, you will find more information about these plan. If you fit one of these categories, click on the **Request** button. | ||
| We support students, educators and registered non-profit organisations. | ||
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| Visit <MainDomainNameLink id="pricing" desc="Mergin Maps pricing page"/>, where you can request free *Academia* plan or *Non-profit* plan. | ||
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|  | ||
| 3. Fill in the form and **Submit** your request. We will review your application and if you meet our conditions, your workspace will get the Academia or Non-profit plan. | ||
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| ## How to cancel a subscription | ||
| 1. Log into <AppDomainNameLink /> | ||
| 2. Navigate to **Subscriptions**. If you have an active subscription, you can cancel it by clicking **Cancel subscription**. | ||
|  | ||
| Click on the **Sign Up Now** button and fill out the form. We will review your application and if you meet our conditions, your workspace will get the Academia or Non-profit plan. | ||
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| ## How to change a subscription | ||
| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button to get to the subscription management portal | ||
|  | ||
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| 3. In the *Current plan* section, click on the **Update plan** button | ||
|  | ||
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| 4. Choose *Monthly* or *Yearly* payment, **Select** your new plan and **Continue** | ||
|  | ||
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| 5. Review the details of your updates and **Confirm** the subscription update | ||
|  | ||
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| ### How to cancel a subscription | ||
| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button to get to the subscription management portal | ||
|  | ||
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| 3. In the *Current plan* section, click on **Cancel plan** | ||
|  | ||
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| 4. Review the details of your subscription plan and confirm that you want to cancel the plan by clicking **Cancel plan** again | ||
|  | ||
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| ## Billing information and payment method | ||
| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button | ||
|  | ||
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| ## How to transfer ownership and billing for workspaces | ||
| Ownership of a workspace can be transferred to another [workspace member](../permissions/#workspace-member-roles). Users with the **owner** member role have access to the subscriptions and invoicing settings and can change the billing details in the **Subscriptions** tab in <AppDomainNameLink />. Every workspace has to have at least one owner, however, there can be multiple owners of one workspace. | ||
| 3. You will be redirected to the subscription management portal where you can see current billing information and payment method. | ||
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|  | ||
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| :::warning | ||
| All billing-related information such as invoices or failed payments notifications will be sent to the email that is entered in the billing information. | ||
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| Billing information will be displayed in invoices or receipts, so make sure they are entered correctly. | ||
| ::: | ||
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| To transfer the ownership of a workspace to a user that is not yet a member of your workspace, follow the steps in [How to add users to a workspace](../project-advanced/#add-users-to-a-workspace) and select the **Owner** as the the **member role**. The new owner has to accept the invitation. | ||
| ### Updating billing information | ||
| The billing details associated with your subscription can be changed through the subscription management platform. You might need to do this e.g. when [transferring ownership of a workspace](../permissions/#how-to-transfer-ownership-of-a-workspace). | ||
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| To transfer the ownership of a workspace to a user that is already a member of your workspace, you have to change their member role to **Owner**: | ||
| 1. Log in to <AppDomainNameLink /> | ||
| 2. Navigate to the **Members** tab. Here, you will see the list of current workspace members and their roles. | ||
|  | ||
| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button to get to the subscription management portal | ||
|  | ||
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| 3. Change the **member role** of the user who should become the new owner | ||
|  | ||
| 3. Here, you can see your current billing details. | ||
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| 4. Now the member role of the original owner can be changed (if needed) or they can be removed from the workspace completely. | ||
| Click on **Update information** to change it. | ||
|  | ||
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| :::warning | ||
| Be careful when downgrading your own member role! | ||
| All billing-related information such as invoices or failed payments notifications will be sent to the email that is entered in the billing information. | ||
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| Only owners and admins can manage user roles so if you assign yourself the writer or reader role, you will not be able to change it back. | ||
| Billing information will be displayed in invoices or receipts, so make sure they are entered correctly. | ||
| ::: | ||
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| ### Adding and removing a payment method | ||
| When purchasing a subscription plan, you were asked to fill out your card information. | ||
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| You might want to change it later, e.g. to use a different card or when [transferring the ownership of a workspace](../permissions/#how-to-transfer-ownership-of-a-workspace). To add or remove a payment method associated with your <MainPlatformNameLink /> subscription: | ||
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| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button to get to the subscription management portal | ||
|  | ||
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| 3. Here, you can see your current [payment methods](#billing-information-and-payment-method). | ||
| - to add a new card, click on **Add payment method** and fill out the details | ||
| - to remove a card from your profile, click on the button next to the card and click **Delete** | ||
|  | ||
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| :::warning | ||
| Any active subscription requires a payment method. | ||
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| A card can be deleted only if there is another payment methods available. To replace a card, you have to add a new card before removing the old one. | ||
| ::: | ||
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| ## Invoices and payment history | ||
| To download your invoices and see your payment history: | ||
| 1. Log into <AppDomainNameLink /> and navigate to the **Subscription** tab | ||
| 2. Click on the **Manage Subscription** button to visit the subscription management portal | ||
|  | ||
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| 3. The subscription management portal provides the overview of payment history and invoices at the bottom of the page | ||
|  | ||
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| 1. Log into <AppDomainNameLink /> | ||
| 2. Navigate to the **Subscription** in the left panel | ||
| 2. In the **Subscription** window, go to: | ||
| - **HISTORY** to see your payment history | ||
| - **INVOICES** to access your invoices | ||
| 4. Click on a payment to download your invoice or receipt. | ||
|  | ||
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|  |
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