Products Page
The Products page is available to users with Owner and Admin permissions and allows you to manage their product subscriptions. You will be able to:
Start free trials and explore plans for products
Access purchased products
Manage existing subscriptions
Editing subscription components and details
Buying product credits such as SMS
Changing billing details linked to the subscription
View subscription credit allowance
Starting a subscription
On the Products page, you’ll have a full view of all Bright products available to your organisation. Any products without an active subscription will be displayed in the ‘Explore more Bright products’ section.
Here you’ll be able to start a free trial and explore plans for these products. Note that not all products come with a free trial denoted by whether the button notes ‘Start free trial’ or ‘Explore plans’. Clicking on these buttons will take you to the respective subscription page.
If your product has a free trial you’ll have the option to quickly start a free trial which will direct you straight to the product for you to test it out.
Products without free trials will take you straight to the subscription customisation page. Here you will be able to build your subscription to best suit your organisation's needs by selecting from the available subscription options.
You will be able to see a summary of your subscription costs on the right of the page.
Once you’re happy, click the ‘Start using your product’ button to activate and start using your selected product.
Managing Subscriptions
For any of your active subscriptions, you will have the ability to edit your subscription details. You can do this by clicking the 3 dotted button next to your active subscription card. This will open up a menu where you can choose to edit your subscription or buy credits if applicable.
Clicking on the ‘Edit Subscription' option will open the ‘Your Subscription’ page which will display your current subscription. You can edit your subscription details by changing the options on the left side of the page which will update your summary on the right. Press ‘Update Subscription’ to apply the changes to your subscription.
You can also change the payment method used to pay for your subscription at the bottom left of the screen.
If you want to cancel your subscription, press the ‘Cancel subscription’ button at the bottom right of the page.
Buying Credits
Some products such as BrightManager and BrightBooks have additional credits you can purchase for your products, these can include items such as SMS or AML credits. If you want to purchase credits for your product, click on the 3 dotted button on the active subscription and click ‘Buy credits’.
Not all products have purchasable credits so if this option does not display it is because there are no credits purchasable for that particular product.
When you click on this option you will be taken to the ‘My Subscription’ page where you can select how many of each credit you want to buy.
Set the total you’re happy with and when you’re done click the ‘Buy Now’ button to complete the transaction.
Members Page
The Members page is available to users with Owner and Admin permissions and allows you to manage the members of your organisation.
Here you will have the ability to:
Invite new users to your organisation
Manage existing users of your organisation
Assign product access to users within your organisation
Inviting Members to your Organisation
Once you’ve created an organisation, you’ll want to get your trusted employees and colleagues onto the system. Enter the members page and click the ‘Invite’ button found in the top right.
This will open a window that will allow you to invite any number of individuals at once. Input their email and select their role between Admin and User.
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Roles
Admins have full access to your organisation within Hub, with the ability to view all pages and complete all actions such as managing payments to making purchases.
Users have low-level permissions and will only be able to see products assigned to them, they will not see organisation billing details or have the ability to manage products.
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Once you’ve selected the tole for your new member, select any products you want to assign them access to. When allocating product access to a member you will need an available user for that product to allocate based on the amount of users you purchased for that product.
Once complete, press ‘Send’ and each member should receive an email to create their BrightID account if necessary and confirm an invitation to your organisation.
Managing members of your organisation
There are many times where members of an organisation need to be reviewed, be that new permissions are necessary moving a member to an Admin, giving additional product access to certain members or removing a member when they no longer work at your organisation.
All of these actions are available from the list of your members within the members page. For any action you want to complete on an existing member of your organisation, click the ‘Manage’ button against their record. his will have the following options:
Edit Role
Change the member's role between User and Admin
Edit Access
Give or remove product access for this member
Reset 2FA
This will reset any 2FA based on the setting of your organisation
Transfer Ownership
This option is only available to the owner of the organisation and will assign this user as the new owner of the respective organisation, removing the role from the current user
Revoke Membership
Remove this user from your organisation including any product access
Two-Factor Authentication (2FA) Settings
You can set 2FA on all users within your organisation using the 2FA settings within the Members page. Here you will be able to make 2FA optional (set by default) or alternatively, you can require all members of your organisation to have 2FA set up on their accounts.
Setting 2FA as required will ensure the next time that each member logs in, they will be required to set up Two Factor Authentication and will not have the option to turn it off.
Profile Page
The Members page is available to users with Owner and Admin permissions and allows you to edit your organisation profile information, this includes information such as:
Organisation Name
Organisation Address
Business details
Company Reg Number & VAT Number
Billing Contact Details
Use this page to ensure your organisation details are kept up to date.
Billing Page
The Members page is available to users with Owner and Admin permissions and allows you to manage your payment methods and view your invoices.
Payment Methods
Within the billing page, you will be able to add, edit and remove billing details linked to your organisation, and set a default payment method as the preferred payment method for new products.
For payment methods you no longer wish to use, you can remove these by pressing the ‘Remove’ button. This will remove the payment method from your account unless the selected method is:
- Being used on an active subscription
- Is your default payment method
Invoices
The invoices section will allow you to view all invoices generated against your organisation for any purchases made. You can use the download button to directly download your invoice to your device.
Changing organisations
When logged in to Hub, you will have access to a dropdown at the top right of the screen, this will be a list of all the organisations you are a member of. Use this to quickly navigate between any of your organisations.
Create a new organisation
Within this dropdown you will also have the ability to create a new organisation, by clicking ‘Create New’ from the organisation dropdown list, you will be redirected to create a new organisation where you will be the owner.
Dashboard
The dashboard is a page available to all members regardless of permission, this page allows members to view and access products they have been given access to while also having the ability to explore information regarding Bright’s other products.
This will be the only page members with User permissions will have access to, this ensures that sensitive information is only seen by trusted members of staff with Admin permissions which allows user members to have access to their assigned products and visibility on product options available.