Chapter 26: Managing User Subscription

The Zoho CRM solution is available as an On-demand (hosted) service and On-premise software for companies looking for in-house dedicated server installations. In the both the cases you need not pay annual subscription fee for the first THREE users. From the FOURTH user onwards you have to subscribe for the service or license. If you are using the On-demand service, new users will be updated automatically after approval of your order where as in On-premise software, license file will be sent from the Zoho CRM - Accounting Manager to your official e-mail ID.

In the Subscription Manager section you can upgrade the free edition (three users) to professional edition by ordering more users on per user per year basis. Before subscribing to the additional users, accept the subscription agreement.

Subscribing to On-demand Service

If you are using the Zoho CRM On-demand service you can perform the following operations:

• Subscribe for more users
• Activate/Deactivate users
• View Order history

Subscribing for more users

In the Order More Users form, you need to specify your company related information. The following table provides descriptions of the various standard fields in the form.

List of Standard Subscription-related Fields

To order more users

1. Click the Setup link.
2. In the Setup page, under the Subscription Manager section, click the Order Users link.
3. In the Order More Users page, specify all the mandatory fields. Refer to the List of Standard Invoice-related Fields section for more details.
4. Click Send Mail button to process your order. Immediately after submitting your order, the Zoho CRM - Accounting representative will contact you within 24 hr.

Subscription Order Details

Activating Users

You can activate/deactivate users in your Zoho CRM system according to maximum number of permitted in your subscription. In case you have added more users during evaluation and later decided not to subscribe for all the users, you can deactivate some of the evaluation users otherwise some of the users cannot access the Zoho CRM system.

To activate users

1. Click the Setup link.
2. In the Setup page, under the Subscription Manager section, click the Users Activation link.
3. In the Users List page, click Edit.
4. In the Users List page, change the status of the users (Active/Inactive) according to your subscription requirements.
5. Click Save.

Viewing Order History

All your previous orders are achieved for a better visibility on your user subscription.

To view order history

1. Click the Setup link.
2. In the Setup page, under the Subscription Manager section, click the Order History link.
3. In the Order History page, the old order details are displayed with information such as, order number, start date/end date, amount, and others.

Subscribing to On-premise Package

You can use the Zoho CRM solution, first three users free of cost. From the fourth user onwards you have to purchase the annual subscription license form the Zoho CRM. In the Subscription Manager section you can perform the following operations:

• Activate Users
• Order More Users
• Update License

Activating Users

You can activate/deactivate users in your Zoho CRM system according to maximum number of permitted in your subscription. In case you have added more user during evaluation and later decided not to subscribe for all the users, you can deactivate some of the evaluation users otherwise some of the users cannot access the Zoho CRM system.

To activate users

1. Click the Setup link.
2. In the Setup page, under the Subscription Manager section, click the Users Activation link.
3. In the Users List page, click Edit.
4. In the Users List page, change the status of the users (Active/Inactive) according to your subscription requirements.
5. Click Save.
   

Ordering Users

You have to pay the annual subscription fee while ordering for more users. In case you are ordering more users in the middle of your subscription contract period, the Zoho CRM - Accounting team will adjust the balance amount for the next fiscal year.

To order more users

1. Click the Setup link.
2. In the Setup page, under the Subscription Manager section, click the Order Users link.
3. In the Order More Users page, specify all the mandatory fields. Refer to the List of Standard Invoice-related Fields section for more details.
4. Click the Send Mail button to process your order. Immediately after submitting your order, the Zoho CRM - Accounting representative will contact you within 24 hr.

Updating License File

Once your subscription order is approved by the Zoho CRM - Accounting team, you will receive a license file. You can update your license by uploading the License file.

To update license file

1. Click the Setup link.
2. In the Setup page under the Subscription Manager section, click the License Update link.
3. In the License Details page, your annual subscription license details are displayed.
4. In the License Upgrade section, browse a valid license file and click Upgrade button. It will take few seconds to upgrade your license details.