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chore: draft docs for trial engine / SmartBear Admin updates (#311)
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feat: docs for trial engine / SmartBear Admin updates
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mefellows authored Dec 11, 2024
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13 changes: 11 additions & 2 deletions website/docs/docs/billing.md
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title: Billing and Subscription Management
---

:::info
PactFlow is in the process of migrating customers to the SmartBear Admin system. To determine if you are on the previous system and to find the applicable documentation, consult the following table.
:::

| SmartBear Admin | PactFlow Legacy |
|:---:|:--------------:|
| <img border="1" width="250" src="/ui/plan-widget.png" description="SmartBear Admin Plan Widget" /> | - |
| If you see this item in your top navigation bar, [SmartBear Admin](https://support.smartbear.com/administration/docs/en/administration.html) is enabled on your account. To manage your account, refer to the SmartBear Admin [docs](https://support.smartbear.com/administration/docs/en/administration.html). | You are on PactFlow's legacy subscription management, and this guide applies. |

### Subscription Management

:::note enterprise customers
In case of an enterprise trial upgrade, plan change or other billing related enquiries, contact your Account Manager.

To make changes to your account, provide your **subscription ID** which can be found on the billing page of your account, and the URL you use to access your PactFlow account (for example, **foo.pactflow.io**).
:::

### Subscription Management

PactFlow uses [Chargebee](https://www.chargebee.com/) for subscription and billing management.

You can access our billing dashboard via the "Subscription" menu in the Settings page or directly at https://pactflow.chargebeeportal.com/.
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14 changes: 10 additions & 4 deletions website/docs/docs/user-interface/settings/users.md
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Expand Up @@ -34,17 +34,23 @@ To remove a user from PactFlow who will remain in the SSO organization it is rec

## Invite users

_NOTE: You do not need to invite users if your account is setup to authenticate via Google, GitHub or SAML2.0_
:::info Note
Customers using the SmartBear Admin platform must invite users through the SmartBear Admin console by clicking the 'Manage Users' button (shown here). For more details, refer to the SmartBear Admin [documentation](https://support.smartbear.com/administration/docs/en/administration.html). For customers not using SmartBear Admin, please follow the guide below.

<img src="/ui/clarity/manage-users.png" description="Manage Users" />
:::

Administrators can invite one or more users from the following dialog:

![Invite Users Dialog](/ui/clarity/settings-users-invite.png)

After a successful invitation, the user will receive an email with a temporary password. They will need to login to your account to set a new password before they can login.

This option will create a local user account in the system - it will not create accounts in federated Identity Providers.

_NOTE_: If the user being invited (as identified by their email address) already exists in PactFlow, they **will not** receive another email and can login to your account with their existing credentials.
:::note Considerations:
1. This option will only create a local user account in the system - it will not create accounts in federated Identity Providers.
2. You do not need to invite users if your account is setup to authenticate via Google, GitHub or SAML2.0_
3. If the user being invited (as identified by their email address) already exists in PactFlow, they **will not** receive another email and can login to your account with their existing credentials.
:::

## User roles

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