Overview
We’ve introduced a new feature to improve the process of assigning subscriptions to customers. This update streamlines the experience by filtering the product drop-down menu to display only the most relevant subscription options based on the customer’s coverage area. This change ensures users see the correct options quickly and reduces the clutter of irrelevant products.
Key Features and Changes
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Filtered Product Drop-Down
- The product drop-down menu, when assigning a subscription, now only shows the primary version of products.
- The displayed versions are automatically filtered based on the customer's coverage area. This ensures only eligible products are visible to assign.
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Integrated Logic for Consistency
- The filtering uses the same logic as the customer-facing checkout process. Any updates to this logic will automatically apply to the subscription assignment feature, maintaining consistency.
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Optional View for All Products
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A new checkbox allows users to view older or non-primary (but not archived) product versions and ineligible products.
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Checking this box reverts the product drop-down to its previous state, showing all available product options.
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New Permission for Access Control
- The ability to toggle the checkbox is controlled by a new permission:
Accounts → Billing → Subscriptions → Assign non-primary or unavailable products as subscription
- By default, this permission is enabled for all roles to ensure a seamless transition. Administrators can adjust this setting for specific roles as needed to control who can access this functionality.
- The ability to toggle the checkbox is controlled by a new permission:
Benefits of the Update
- Improved Clarity: Users see only the most relevant product options, reducing confusion.
- Streamlined Workflow: A cleaner drop-down speeds up the assignment process.
- Granular Access Control: Administrators can control who has the ability to assign older or ineligible product versions.
Frequently Asked Questions (FAQs)
What happens if I need to assign an older or non-primary product version?
You can enable the checkbox to display all product options, including older and ineligible versions. This ensures flexibility for unique use cases.
Can I restrict access to the checkbox?
Yes, you can control who sees the checkbox by managing the new permission in your account settings. Navigate to Accounts → Billing → Subscriptions to adjust this setting.
Will this change impact my current subscriptions?
No, the feature only applies when assigning new subscriptions. Existing subscriptions remain unchanged.