This guide provides technical instructions for SuperAdmins responsible for the review, modification, and approval of custom enterprise subscription plans and seat expansions.
Prerequisites
- Assigned SuperAdmin role.
- Note: This module is used to authorize custom financial agreements that fall outside standard automated tiers.
Strategic Overview
For high-volume or specialized organizations, standard automated subscription tiers may not satisfy all operational requirements. IUSign allows for the creation of Custom Enterprise Plans featuring negotiated seat counts, unique volume limits, and specialized feature access. As part of the platform's financial governance, these custom agreements must be formally reviewed and authorized by a SuperAdmin before they are activated for the target tenant. This process ensures that all custom agreements are documented, compliant with organizational pricing policies, and within infrastructure capacity limits.
Implementation Sequence
1. Review of the Custom Plan Request
Navigate to the Approvals module in the SuperAdmin dashboard.
- Locate the pending Plan Approval request.
- Review the request parameters:
- Tenant Identity: The organization requesting the plan.
- Proposed Tier: The base tier (e.g., Enterprise).
- Custom Seat Count: The total number of licenses requested.
- Specialized Terms: Any unique volume or feature overrides.
2. Authorization and Activation
If the request aligns with the platform's pricing and capacity guidelines:
- Select the Approve Plan action.
- Synthesis: The platform automatically re-calculates the tenant's billing cycle and generates the associated invoice.
- Activation: The premium features and increased seat count are applied instantaneously to the target tenant.
3. Modification and Rejection
If the request contains errors or requires negotiation:
- Correction: SuperAdmins can manually adjust the seat count or tier before approval.
- Rejection: Select Reject and provide a clear rationale (e.g., "Incomplete financial documentation" or "Capacity limit exceeded"). The Tenant Owner will be notified immediately.
Technical Specifications: Plan Synthesis
| Parameter | Technical Outcome |
|---|---|
| Seat Count | Updates the licenses_total variable in the tenant manifest. |
| Feature Flags | Activates restricted functionality (API, SSO, Bulk Send). |
| Billing Cycle | Resets the billing synchronization to the moment of approval. |
| Audit Trace | Records the approval event, including the SuperAdmin's identity. |
Strategic Considerations for SuperAdmins
- Infrastructure Impact: Before approving extremely high-volume custom plans (e.g., millions of envelopes per month), coordinate with the DevOps team to ensure adequate database and storage provisioning.
- Revenue Integrity: Ensure that all custom approvals correspond to a signed legal agreement or a verified financial transaction.
- Tier Consistency: Avoid creating "snowflake" plans that significantly deviate from the platform's standard architecture, as this can increase long-term maintenance overhead.
Diagnostic and Resolution Protocols
| System Observation | Probable Cause | Resolution Protocol |
|---|---|---|
| Approval button inactive | Conflicting active plan | Verify if the tenant already has a pending change request. Clear the conflict before proceeding. |
| Billing sync error | Payment instrument failure | If the tenant's primary card is invalid, the plan activation will fail. Advise the Tenant Owner to update their payment method. |
| Wrong seat count applied | Data entry error | Re-initialize the approval process with the correct parameters; the platform will automatically pro-rate any differences. |