Assigning a Billing Plan to an Instance
This guide will help you assign Billing Plans to your clients' Instances. In platformOS terms, your clients are your SubPartners, so you'll assign Billing Plans to your SubPartner's Instances.
To follow the steps in this tutorial, you have to have at least one Billing Plan created.
Assigning a Billing Plan to an Instance is a two-step process:
- Locate SubPartner Instances
- Assign Billing Plan
Step 1: Locate SubPartner Instances
In the menu on the left, click on
Partners, and select your own Partner. The information page of the Partner is displayed.
Here you have some information about Instances — your own and your SubPartners'.
Under "SubPartners Instances", click on the link to the Instances. A table of Instances is displayed — these are Instances that your SubPartner has created. Check the row for each Instance and make sure to update all "Unbilled" Instances.
Step 2: Assign Billing Plan
To assign a Billing Plan to Instances that don't have one assigned yet, click the
Change button next to the Billing Plan. Production plans are only available to production Instances, while staging plans are only available to staging Instances. From the drop-down, select the Billing Plan you'd like to assign, and click on
Change Billing Plan.
An "[Instance name] Billing Plan was successfully updated" message is displayed, and you can see in the table that the Billing Plan has changed.