Viewing and Managing Subscription Details
This document provides instructions on how to access and manage the details of a specific subscription within your organization.
Prerequisites
Before managing subscription details in the OfficeSeries application, it's important to have administrative privileges or the required permissions. Additionally, a basic knowledge of navigating the OfficeSeries interface and an understanding of subscription roles, permissions, and the organization's subscription management policies are essential.
Getting Started
To access a specific subscription:
Log into the OfficeSeries application.
Navigate to the "Subscriptions" menu.
Select the subscription you wish to view.
You will be redirected to the overview page for the selected subscription.
Subscription Overview
The overview page presents key information about the subscription, including its name, description, and billing details.
Subscription Overview
The overview page presents key information about the subscription, including its name, description, and billing details.
| Component | Description |
|---|---|
| Subscription Name | Displays the name of the subscription. |
| Description | Provides a brief description of the subscription. |
| Edit Subscription Button | Allows for editing the subscription's details, such as its name and description. |
| Manage Access Control and Permissions Button | Enables the configuration of access control and permissions for the subscription, ensuring only authorized users can view or modify subscription details. For detailed instructions, see our Access Control and Permissions Guide. |
| Billing Details | Lists the billing information, including licenses and payment methods. |
Note: Your ability to perform certain actions, such as editing a subscription, managing billing details, or configuring access control and permissions, depends on your role and the permissions assigned to you. Ensure you have the necessary permissions before attempting to perform these actions.
Updating Subscription Information
Subscription details may need to be changed for various reasons, such as renaming the subscription to reflect a new project or department, updating billing information, or modifying access permissions. Only users with the necessary administrative rights and appropriate role-based access control (RBAC) permissions can perform these updates. Ensure you have the required permissions before attempting to make any changes.
To learn more about updating subscription information, refer to our Updating Subscription Information Guide.
Configuring Subscription Access Control and Permissions
To manage access control and permissions for a subscription, ensuring that only authorized users can view or modify subscription details, follow these steps:
Log into the OfficeSeries Application. Use your credentials to access the application.
Navigate to Subscriptions. Go to the "Subscriptions" menu on the main navigation bar.
Select the Subscription. Choose the subscription for which you want to manage access control and permissions.
Manage Access Control and Permissions. Click on "Manage Access Control and Permissions" button to open the access control settings for the subscription.
Configure Access Control. In the access control settings, you can add or remove users or groups, define roles, and set specific permissions for each role. Ensure that each role has the appropriate level of access based on their responsibilities.
Review and Grant Permissions. After configuring the access control settings, review the permissions for accuracy and completeness. Once satisfied, click "Grant Permissions" to apply the changes.
Note: It's crucial to regularly review and update the access control settings to ensure that the right individuals have the appropriate level of access. This helps in maintaining the security and integrity of subscription details.
Managing Billing Details
Managing billing details involves viewing and updating licenses, payment methods, and billing administrators. Follow the steps below to navigate through the OfficeSeries application and make these adjustments.
Steps in Managing Licenses:
Log into the OfficeSeries Application. Use your credentials to access the application.
Navigate to Subscriptions. Go to the "Subscriptions" menu on the main navigation bar.
Select the Subscription. Choose the subscription you want to manage.
Manage Licenses. Click on "Manage Licenses" to view or update the licenses associated with the subscription.
Steps in Viewing and Updating Payment Methods:
Log into OfficeSeries Application. Access the application with your credentials.
Navigate to Subscriptions. Select the "Subscriptions" menu.
Choose a Subscription. Select the subscription to manage.
View Payment Methods. Click "View Payment Methods" to see or update the payment methods.
Steps in Updating Billing Administrator:
Log into OfficeSeries Application. Access the application with your credentials.
Go to Subscriptions. Select the "Subscriptions" menu.
Find Subscription. Click the subscription to modify.
Update Billing Administrator. Click "Update Billing Administrator" to change the billing administrator details.
Summary
This document outlines the steps for managing subscription details in the OfficeSeries application, including updating information, configuring access control, and managing billing. Regular review and accurate updates are crucial for maintaining security and efficiency. Ensure you have the necessary permissions before proceeding.