Plans

The Plans tab lets you create custom plans for your application users. There are two types of plans:

  1. Individual: The Individual plan lets you define the total number of transactions an individual user can execute. This plan can then be assigned to one or more users.

    For example, suppose a user plan 'Plan 1' has a transaction limit of 100 transactions. When you assign this plan to user A and user B, they both can execute up to 100 transactions each.

    Using Plans tab, you can create multiple Individual plans.

  2. Group: A Group plan can contain one or more users. The 'Group' plan lets you define the total number of transactions that can be executed by a number of users belonging to the same group.

    For example, suppose a Group plan, 'Plan 2' has a transaction limit of 200 transactions. When you assign this plan to 5 users, all of them can jointly execute up to 200 transactions.

    Moreover, all users added under the same group plan can access each other's assets (integrations, connections, and so on) in the embedded application.

    Using the Plans tab, you can create multiple Group plans.

Adding new plans

To add a new plan, perform the following steps:

  1. Click on the Add Plan button at the upper-right corner of the Plans screen.

    A new window appears.

  2. Provide the details for a new plan.

    Name: Provide a unique name for the plan.

    Plan Code: Provide a unique ID for the plan.

    Plan Type: Select the type of plan ('individual' or 'group') you want to create.

    If you select individual, you need to also specify if you want to set this plan as the default plan for all users, in the Default Type field.

    Transactions: Specify the transaction limit for this plan.

    Note: The transactions allocated to a plan cannot exceed the total transaction limit of your IBM® webMethods Embed tenant. For example, let’s say your IBM webMethods Embed tenant has a transaction limit of 1000 transactions. When you create a new plan under this tenant, the transactions allocated to the plan cannot exceed 1000 transactions.
  3. Limitation Type: Select the limitation type you want to associate with the plan.
    • If you set Solutions as the limitation type, you need to select the solution\(s\) you want to make available under this plan in the Solutions field that appears.
    • If you set Solution Tags as the limitation type, you need to select the solution tag\(s\) in the Solution Tags field that appears. When you do this, all the solutions associated with the selected solution tag\(s\) are made available under this plan.
    • If you select Connectorsas the limitation type, you need to select the connector\(s\) you want to make available under this plan in the Connectors field that appears.

Once you have entered these details, click Add. This creates the specified plan.

Editing or deleting plans

You can also edit or delete an existing plan. To do so, navigate to Settings > Plans.

You can see a list of existing plans associated with your application, along with the following details:

  • Plan Name: Name of the plan. If a user plan is set as a default plan, a Default tag is displayed beside the plan name.
  • Type: Type of the plan (Individual/Group).
  • Users: Number of users associated with the plan.
  • Actions: Contains following action controls to manage plans:

    • Edit: To modify the plan name, transaction limit, or the connectors/solutions enabled for the plan.

      Note: The updated transaction limit cannot be lesser than the maximum number of transactions already consumed under the plan.
    • Delete: To delete the plan from Embed Admin.

Click on the Edit or Delete options to modify or delete the plan from Embed Admin.