Visibility of Plan

3 months 2 weeks ago #321449 by RobertvanderHulst
Visibility of Plan was created by RobertvanderHulst
I have created a new plan on our website (Sponsors) that I do NOT want to show in the front end.
In the backend I want to be able to assign this plan to new users or to upgrade existing subscriptions to another plan to this plan.
I tried different options, but I cannot get this to work.

I have set these options for this new plan:
[Pricing] page
- More expensive than any other plan
- No autorecurring renewals

[Workflows] page
- Selected by default: No
- Allow registration: Yes
- Propose spontaneously plan at registration: No: hide
- Allow Upgrade to this: Yes
- Dynamic conditions:None
- Propose plan for upgrades only if it is more expensive: Yes
- Propose spontaneously plan for upgrades: No
- Dynamic conditions and Static conditions: None

[Access] page
- Published: Yes
- Allow new subscriptions: Yes
- Visible for level: Super users
- Visible for group: Super users
- User group to assign: Sponsors

I can grant you admin access to check things out if that is needed.

Robert

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3 months 2 weeks ago #321450 by krileon
Replied by krileon on topic Visibility of Plan
We specifically have a parameter for limiting a plan to backend. Under the Access tab set "Allow access from site frontend" to "No". Adjust all other parameters as if the user was subscribing to the plan themselves since all other checks will be against that user.

- Propose spontaneously plan at registration: No: hide

This will prevent you from giving the plan to new users. Set this to Yes.

- Propose spontaneously plan for upgrades: No

This will prevent you from giving the plan to existing users. Set this to Yes.

- Visible for level: Super users
- Visible for group: Super users

This will be checked against the user being given the subscription. This means the user you're editing would need to be a Super User. Set both of these to Public.


I suggest the following adjustments.

Workflows
Propose spontaneously plan at registration: Yes
Propose spontaneously plan for upgrades: Yes

Access
Allow access from site frontend: No
Visible for Access Level: Public
Visible for Group (and above this group): Public


Kyle (Krileon)
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3 months 2 weeks ago #321451 by RobertvanderHulst
Replied by RobertvanderHulst on topic Visibility of Plan
Kyle,
Thanks that worked and that was not obvious to me.

Maybe you can change the helptext from
"to which CMS level this plan is visible"

to something like
"to which CMS level this plan is visible or can be assigned to from the backend".

That would certainly have helped for me.


Robert

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