Skip to content
Open
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
1 change: 1 addition & 0 deletions docs/modules/organization/nav.adoc
Original file line number Diff line number Diff line change
Expand Up @@ -41,3 +41,4 @@
* xref:organization:other-settings.adoc[]

* xref:organization:transfer-your-organization.adoc[]
* xref:organization:manage-your-subscription.adoc[]
66 changes: 66 additions & 0 deletions docs/modules/organization/pages/manage-your-subscription.adoc
Original file line number Diff line number Diff line change
@@ -0,0 +1,66 @@
= Manage your subscription
:navtitle: Manage your subscription

Use Account settings to manage your Kobiton self-serve subscription. For the underlying permission that controls who can change a subscription, see xref:organization:roles/user-roles-and-permissions.adoc#_subscription_permissions[Subscriptions permissions].

== Purchase a plan

// Placeholder — source ticket KOB-51004 does not include purchase-flow steps. Replace with verified UI steps before publishing.

[NOTE]
====
This section needs input from the author. Confirm the following before drafting:

* Entry point — where a new self-serve customer starts the purchase flow (signup, in-product upgrade prompt, or *Account* > *Subscription*).
* Plan-selection UI — which plans are presented, and how the user chooses between them.
* Payment fields — what payment information is collected (card, billing address, tax ID), and which provider handles checkout.
* Confirmation — what the user sees after a successful purchase (receipt, confirmation email, in-product banner).
* Post-purchase state — when the new plan becomes active and where the user can verify it.
====

== Change your plan

// Placeholder — source ticket KOB-51004 does not include plan-change steps. Replace with verified UI steps before publishing.

[NOTE]
====
This section needs input from the author. Confirm the following before drafting:

* Entry point — whether plan switching is reached from *Account* > *Subscription* > *Overview*, or from a separate control.
* Available changes — whether the owner can upgrade, downgrade, or both, and whether any moves are blocked mid-cycle.
* Proration and timing — whether a change takes effect immediately, at the next billing cycle, or both, depending on direction.
* Payment — what the user sees when an upgrade requires additional payment, and whether the existing payment method is reused.
* Confirmation — what the user sees after the change is applied and where they verify the new plan.
====

== Cancel your subscription

Only the account owner can cancel a Kobiton subscription. Sign in as the account owner before you begin.

. In the left navigation, scroll down and select *Account*.
. Select *Subscription*. The *Overview* tab shows your active subscription details.
. Select *Cancel Subscription*.
. Review the end date shown in the confirmation message. Because the current billing cycle is already paid, you can continue using Kobiton until that date.
. Select *Yes, cancel my subscription* to confirm.

Proposed nav diff
Append one line to docs/docs/modules/organization/nav.adoc, after the existing transfer-your-organization.adoc entry:

* xref:organization:transfer-your-organization.adoc[]
* xref:organization:manage-your-subscription.adoc[]

Open questions or verification needed

1. Purchase flow — no source material. The ticket lists "purchase" in the title but provides no steps. Sections needs: entry point, plan-selection UI, payment fields, confirmation, post-purchase state.
2. Change-plan flow — no source material. Same gap. Needs: entry point, upgrade/downgrade rules, proration and timing, payment handling, confirmation.
3. Permission contradiction to reconcile. The ticket says "Only the account owner can adjust a subscription." The existing user-roles-and-permissions.adoc says subscription.modify_subscription is grantable to Admins on
self-serve plans (and is not assigned to the predefined ADMIN role). Two readings are possible: (a) only the owner can act, full stop — the permission is dormant or vestigial; (b) the owner can always act, and Admins
can also act once an org explicitly grants them the permission. Confirm which is correct. This affects the intro framing.
4. UI label verification. Labels used in the draft (Account, Subscription, Overview, Cancel Subscription, Yes, cancel my subscription) come straight from the ticket text. Verify casing and spelling against the
production UI before publishing.
5. Screenshots missing. Source provides none. Adjacent organization pages are heavy on inline screenshots. Capture before publish: Account in left nav, Subscription > Overview, Cancel Subscription button, confirmation
modal with end-date message.
6. Post-cancel state undefined. What does Overview show after cancellation? Is there a "Reactivate" path before the end date arrives? Either fold into the cancel section or add an "After cancellation" subsection.
7. Back-xref deferred. The existing roles/user-roles-and-permissions.adoc § Subscriptions entry should add a back-xref to this new page once it's merged. Separate edit — flagged, not made here.
8. Nav grouping (future consideration). If more billing/subscription pages are added later, consider promoting this to a "Billing" or "Account" sub-section in the org nav rather than a flat top-level entry. Not a
blocker for v1.
Loading