Glossary

Glossary

Administrator (Admin)

A special type of organization member with assigned permissions to modify objects or settings.

An organization administrator can:

  • Add or remove members from the organization.

  • Perform any action on any organizational unit, for example, change organization settings.

  • Delete an organization.

license administrator ()

This is the person who controls and manages licenses on your side. This person can be different from those who run SmartBear products.

SmartBear account ()

You use this email address and password to obtain product licenses and log in to SmartBear online services and portals.

Glossary

Plan ()

A plan represents a set of features within a product or a hub that a customer can buy at a certain price and billing interval. A plan is a template for a subscription; a customer subscribes to a plan. Once a customer purchases a "plan," a subscription will be generated based on the plan and associated with the customer.

Glossary

Welcome Email ()

When new users first sign up for a SmartBear ID, they receive an email with login instructions and a link to set up their account.

Glossary

Sales-Assisted Subscription ()

A subscription is sold through the SmartBear sales team and managed via Salesforce. The sales team finalizes these subscriptions, and changes to the subscription must be handled through the sales representative rather than through the Platform Services interface.

Glossary

Marketo ()

A marketing automation platform integrated with the Trial Engine to send nurture emails during trial periods. Marketo receives notifications from the Trial Engine to trigger email campaigns.

Glossary

License Revocation ()

The process of removing a product license from a user revokes their access to the product. Notifications are sent to inform users when their access has been revoked.

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