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  1. FOR PROVIDERS
  2. Subscription Management
  3. Managing subscriptions

Create subscriptions

Creating a New Subscription as a Provider

As a provider on Veriam, you can manually create a subscription for one of your customer accounts. This is especially useful in sales-led business structures, allowing you to offer custom plans for specific accounts and set up subscriptions on their behalf.

To create a new subscription:

  1. Navigate to the Veriam Admin Portal.

  2. Go to Subscriptions > New Subscription.

  3. Select the customer account for the subscription (or create a new account if it doesn’t already exist).

  4. Choose the applicable plan (or create a new plan—make sure to publish it first to enable subscription creation!).

  5. Confirm the subscription details.

Activation Scenarios:

  • Immediately Active:

    • If the pricing model is free and there are no legal documents required, the subscription becomes immediately active and accessible to the customer.

    • Account administrators will receive an email notification about the new subscription.

  • Pending Activation:

    • If the pricing model isn’t free and/or there are legal documents that must be signed, the subscription remains pending until an account administrator completes these actions.

    • Administrators will receive an email prompting them to complete the payment or agree to the legal terms.

    • Once completed, the subscription is activated and ready for use.

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Last updated 3 months ago

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