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dylan-gordon-octopus committed Jan 9, 2025
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54 changes: 27 additions & 27 deletions src/pages/docs/getting-started/managing-octopus-subscriptions.md
Original file line number Diff line number Diff line change
Expand Up @@ -21,13 +21,13 @@ There are 2 types of Octopus subscriptions:
Cloud instance:

1. Navigate to your Cloud instance in Control Center.
2. Click **UPGRADE PLAN**.
2. Click **Upgrade Plan**.
3. Choose your plan and complete the purchase through our checkout.

Server license:

1. Navigate to your Server License in Control Center.
2. Click **UPGRADE PLAN**.
2. Click **Upgrade Plan**.
3. Choose your plan and complete the purchase through our checkout.

### Paying an invoice
Expand All @@ -41,26 +41,26 @@ Please contact sales to update your billing information. We'll continue to impro
### Viewing orders

1. Navigate to your subscription.
2. Click **BILLING** in the left sidebar.
3. Click **CONTACT SALES**.
2. Click **Billing** in the left sidebar.
3. Click **Contact Sales**.
4. Complete the form and we'll get back to you with the order details.

### Changing your plan

To modify your plan:

1. Navigate to your subscription.
2. Click **BILLING** in the left sidebar.
3. Click **GET IN TOUCH** under the change plan section.
2. Click **Billing** in the left sidebar.
3. Click **Get in Touch** under the change plan section.
4. A contact sales dialog will appear for you to request changes to your plan.

### Canceling your plan

To cancel your plan:

1. Navigate to your subscription.
2. Click **BILLING** in the left sidebar.
3. Click **GET IN TOUCH** under the change plan section.
2. Click **Billing** in the left sidebar.
3. Click **Get in Touch** under the change plan section.
4. A contact sales dialog will appear for you to cancel your plan.

## Configuration
Expand All @@ -69,18 +69,18 @@ To cancel your plan:

We use outage windows to perform updates to the Octopus Deploy software, so you can take advantage of fixes and enhancements.
1. Navigate to your subscription.
2. Click **CONFIGURATION** in the left sidebar.
3. Click **CHANGE OUTAGE WINDOW**.
2. Click **Configuration** in the left sidebar.
3. Click **Change Window**.
4. Specify the start and end times.
5. Click **SUBMIT**.
5. Click **Submit**.

### Changing the instance URL (Cloud only)

1. Navigate to your subscription
2. Click **CONFIGURATION** in the left sidebar.
3. Click **CHANGE URL**.
2. Click **Configuration** in the left sidebar.
3. Click **Change URL**.
4. Specify the new URL.
5. Click **SUBMIT**.
5. Click **Submit**.

## Access control

Expand Down Expand Up @@ -115,9 +115,9 @@ Below are the roles for Subscription Group access, the permissions they provide
#### Inviting users to Subscription Group access

1. Navigate to the dashboard and locate your subscription group.
2. Click **ACCESS CONTROL**.
3. Click **INVITE USER**.
4. Enter the user's details and click **INVITE**.
2. Click **Access Control**.
3. Click **Invite User**.
4. Enter the user's details and click **Invite**.

The invited user will receive an email to accept the invitation. If they already have an [Octopus ID](/docs/security/authentication/octopusid-authentication) (Octopus Deploy account), they can accept the invite and **Sign in** to view the related subscriptions and instances. Otherwise, they will first need to **Register** a new account using the email address the invitation was sent to.

Expand Down Expand Up @@ -148,9 +148,9 @@ Below are the roles available for Direct access:
##### Cloud

1. Navigate to your Cloud instance.
2. Click **ACCESS CONTROL** in the left sidebar.
3. Click **INVITE USER**.
4. Enter the user's details and click **INVITE**.
2. Click **Access Control** in the left sidebar.
3. Click **Invite User**.
4. Enter the user's details and click **Invite**.

The invited user will receive an email to accept the invitation. If they already have an [Octopus ID](/docs/security/authentication/octopusid-authentication) (Octopus Deploy account), they can accept the invite and **Sign in** to view the Octopus instance. Otherwise, they will first need to **Register** a new account using the email address the invitation was sent to.

Expand All @@ -163,9 +163,9 @@ If the invited user already has an Octopus ID, they must still accept the invite
##### Server

1. Navigate to your Server License.
2. Click **ACCESS CONTROL** in the left sidebar.
3. Click **INVITE USER**.
4. Enter the user's details and click **INVITE**.
2. Click **Access Control** in the left sidebar.
3. Click **Invite User**.
4. Enter the user's details and click **Invite**.

The invited user will receive an email to accept the invitation. If they already have an [Octopus ID](/docs/security/authentication/octopusid-authentication) (Octopus Deploy account), they can accept the invite and **Sign in** to view the Server License.

Expand All @@ -180,16 +180,16 @@ To change a user's role, you must remove that user's access and then re-invite t
Deleting Subscription Group access users:

1. Navigate to the dashboard and locate your subscription group.
2. Click **ACCESS CONTROL**.
2. Click **Access Control**.
3. Locate the user in the table and click the trash icon.
4. Click **DELETE** in the confirmation dialog.
4. Click **Delete** in the confirmation dialog.

Deleting Direct access users:

1. Navigate to your subscription.
2. Click **ACCESS CONTROL** in the left sidebar.
2. Click **Access Control** in the left sidebar.
3. Locate the user in the table and click the trash icon.
4. Click **DELETE** in the confirmation dialog.
4. Click **Delete** in the confirmation dialog.

## Help and support

Expand Down

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