Subscription approval

Setup

Under the General settings of a Plan, you can use the Subscription Approval toggle to specify whether you want to approve each subscription request manually before they go live.

Note that this setting cannot be changed after the plan is published.

If you enable Subscription Approval, you can specify additional questions. Subscribers must fill in the answers to these questions before they submit the subscription request. This is useful to gather initial information you will need to customize the subscription.

Approving a request

When a consumer initiates a subscription request, the Workspace Contact and the Service Contact will receive an automated email about a pending subscription approval. The email contains details about the subscribing workspace and the user who initiated the subscription.

The email contains a direct link ("click here to review the request...") to the page where the approval can be actioned:

Pending approvals are also shown under the Subscribers section of My Hub. You can follow the arrow on the right side of each row to see the details of the subscription, and approve the pending ones.