Configure your plans

What is a plan?

A plan in subscription management defines the terms and structure of a recurring service offering. It includes key details such as:

• Pricing Model – Flat-fee, usage-based, per-user or once-off fees.

• Billing Cycle – Monthly, annual, weekly, once-off.

• Features – The specific capabilities and services available at that plan level.

• Access - The policies, roles and permissions that are returned to determine what the user can access.

• Currency & Price – The cost of the plan, which may vary by region.

In Veriam, a provider configures plans to determine how their software or service is sold and billed. End customers subscribe to these plans, and Veriam manages the recurring billing, invoicing, and payment collection on behalf of the provider.

Create your plans

1. Go to Configuration > Plans and click Create Plan.

2. Enter a name for internal use (Veriam Admin) and an external name visible to customers.

3. Add a short and useful description for internal and external reference.

4. (Optional) Define plan features, which will appear on your pricing page to highlight benefits.

5. If using CIAM: Assign the appropriate policies or role policies that grant access.

6. If using Subscription Management only: Create and add a basic allow policy, see section on setting up access rules for subscriptions

7. Set up pricing (learn more about our pricing models).

8. (Optional) Add legal agreements such as Terms & Conditions or Privacy Policy.

9. Save your plan.

10. Repeat for all the plans you want to offer.