Purpose and Overview
The Shop helps users to discover, order and renew subscriptions. It supports different entry points depending on whether the user is already signed in, an existing customer or a new customer. It also sends confirmation emails after orders have been received and processed.
The Shop can be configured to appear on the welcome page. The “Enable shop on login page” option can be found under System > General by the System Administrator.
The Shop lists all articles published to it (i.e. articles with status “Public”), in the order defined by the Shop Order. Article cards can be displayed in either “Grid” or “List” view.
The following information is shown on each article card:
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Image (placeholder if none)
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Article name
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Price
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Description
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Subscription period
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Consumption limit
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Working area
New Subscription
Logged-In Users
Users who have already signed up to SBC can subscribe to articles in the Shop directly from SBC Portal.
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Step |
Action |
|---|---|
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1 |
Log in as End User. |
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2 |
Navigate to “Shop” and browse the available articles to subscribe. |
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3 |
Select the “Subscribe” button on the desired article card. |
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4 |
Review the order details on the “Order Article” form. |
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5 |
Accept the “Terms of Use” and select the “Submit” button.
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6 |
Check the order confirmation email.
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7 |
Check the order activation email.
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8 |
Navigate to “Account Details > Subscriptions” for details of the activated subscription. |
Not Logged-In Users
Users can browse subscription offerings on the SBC login page without signing in first. This allows them to explore products before authenticating, while ensuring that purchases are associated with a valid account.
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Step |
Action |
|---|---|
|
1 |
Open SBC login page. |
|
2 |
Navigate to “Shop” and browse the available articles to subscribe. |
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3 |
Select the “Subscribe” button on the desired article card. |
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4 |
Select “Login” button to log in to the SBC Portal when prompted by the “Order Subscriptions” dialogue box. |
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5 |
Once logged in, the ordering process continues similar to that for logged-in users. |
New Users
New users can create an account and complete a subscription order, provided that the “Enable shop on login page” and “Enable user sign up” options are enabled under System > General on the SBC Portal.
|
Step |
Action |
|---|---|
|
1 |
Open SBC login page. |
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2 |
Navigate to “Shop” and browse the available articles to subscribe. |
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3 |
Select the “Subscribe” button on the desired article card. |
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4 |
Select “Sign Up” button when prompted by the “Order Subscriptions” dialogue box. |
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5 |
Fill in the “Sign Up” form and complete the “Sign Up” procedure. |
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6 |
Once the account has been activated and the user has logged in, the ordering process continues similar to that for logged-in users. |
Subscription Renewal
Users can renew subscriptions that have expired, exceeded its consumption limit or within the 14-day period before expiration. To enable this, the System Administrator needs to “Enable end user subscription renewal” option under System > General.
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Step |
Action |
|---|---|
|
1 |
Log in as End User. |
|
2 |
Navigate to “Shop” and browse for the eligible articles. |
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3 |
Select the “Renew” button on the article card. |
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4 |
To confirm subscription renewal, select the “Renew” button on the “Confirm Renew” dialogue box.
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5 |
Note that the button has changed from “Renew” to “Already Subscribed”. |
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6 |
Navigate to “Account Details > Subscriptions” for details of the renewed subscription. |
Subscription Activation
Manual Subscription Activation Process
The resulting subscriptions will have a “Pending” status. An administrative role must activate them manually so that users can access and start using the related services.
An administrative role can activate a subscription in the following ways:
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Step |
Action |
|---|---|
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1 |
Log in to SBC as System Administrator. |
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2 |
Navigate to “Service Data > Subscriptions”. |
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3 |
Search for the subscription that has to be activated. |
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4 |
Select the “Edit” button. |
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5 |
Select the “Activate” button to change the subscription status to “Active”. |
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6 |
Select “Save” button. |
Automatic Subscription Activation Process
It is also possible to configure SBC so that subscriptions can be activated without administrator intervention.
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Step |
Action |
|---|---|
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1 |
Log in to SBC using System Administrator account. |
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2 |
Navigate to “Settings > System > General”. |
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3 |
Toggle the slider “Enable automatic subscription activation”. |
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4 |
Select “Save” button. |
Subscriptions created using the Shop will now be activated automatically, allowing users to start using them immediately.