in HierarchySubscription

About

A Subscription is the second level of a Cloud Edition hierarchy, falling under an Organization. Subscriptions are groupings of licenses purchased by a LinkPoint360 customer. An Admin can choose to group all licenses under one subscription or request separate Subscriptions from LinkPoint360 in order to separate billing across divisions or teams within a company. Subscriptions are also used to manage licenses for users with different integrations. All users within a Subscription must have the same email and CRM configuration. Subscriptions inherit any default or locked settings established on the Organization level. Any settings configured for a Subscription will impact the Profiles and Users within the Subscription. In this section, you will become familiar with the available options on the Subscription level.

 

cursor-48

Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Reviewing Subscription Options

Log into Cloud Edition and select Subscription from the top navigation.

 

 


Review the Subscription Details. The information presented is for reference and generally used for billing.

 

 


Additional Resources: Learn more about changing Subscription information in the Editing Subscription Details section of this User Guide.


Review the Subscription Periods to see the License Type currently in use for the Subscription as well as the Seat Count, Start Date, and End Date for the license.

 

 


Tip: Users that have previously trialed Cloud Edition may see an Evaluation license listed as expired alongside a current paid license. The Subscription Period will also reflect whether your account falls out of good standing due to a missed renewal payment or cancellation. Contact your Account Executive with any questions regarding your current Subscription status.


Review the list of available Profiles for the Organization. By default, a new Subscription will have two Profiles: Administrator and Standard User.

 

 


Additional Resources: Learn more about adding Profiles in the Creating a New Profile section of this User Guide.


Review the list of available Hosts. Select the Edit link for a Host to predefine and lock down specific settings for each Sync Job.

 

 


Tip: The options for locking and predefining Hosts are more limited at the Subscription level than at the User level. Many Host settings rely on end user credentials to determine how information will move between Salesforce and Exchange.


Additional Resources: Learn more about the available Host settings in the Connecting Hosts sections of this User Guide.


Review the list of available Sync Jobs. Select the Edit link for a Sync Job to predefine and lock down specific settings for each Sync Job.

 


Tip: The options for locking and predefining Sync Job rules are more limited at the Subscription level than at the User level. Many Sync Job Settings rely on end user credentials to determine how information will move between Salesforce and Exchange.


Additional Resources: Learn more about predefining and locking Sync Job settings in the Locking Sync Job Settings section of the User Guide.

 

 

 


Download_WebDownload: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.