# Subscriber details

Use **Subscriber details** to review the company assigned to a subscription plan and change
that assignment.

## Subscriber details

A subscriber record associates a company with the plan assigned to that company. Use this page
after opening a subscriber record.

| If you need to… | Go to |
| --- | --- |
| Find the company record to open | [Subscribers](doc:configuration-subscriber-view) |
| Review or maintain plan definitions | [Plans](doc:configuration-plans) |
| Review or maintain feature definitions | [Features](doc:configuration-features) |
| Review the company, assigned plan, and save control | [Understand the subscriber details screen](#understand-the-subscriber-details-screen) |
| Change and save the assigned plan | [Review and save the assigned plan](#review-and-save-the-assigned-plan) |
| Review a feature price when a feature row provides that path | [Review a feature price](#review-a-feature-price) |

## Before you start

Have the following in place before you open the record:

| Requirement | What to have ready |
| --- | --- |
| Saved record | A saved subscriber record. |
| Record loading | The subscriber details must load before the form fields appear. |
| Plan review | Have the company and plan details you need to review. |
| Plan choices | The available **Plan** options are not a fixed list. |

## Find a subscriber record

Open an existing subscriber record from the subscriber list or from a record you have already
selected.

**Prerequisites**

- You know which saved subscriber record you need to review.

**Steps**

1. Choose an entry path.

   | If you need to… | Do this |
   | --- | --- |
   | Find the record in the subscriber list | Select the subscriber record in [Subscribers](doc:configuration-subscriber-view). |
   | Already have the record selected | Open the selected subscriber record. |

   ![Check that the subscriber details page is open and the page title area is visible.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/51c20b935242d1287a20e26c3d33fae7.png)

**Result:** The subscriber details page is open.

## Understand the subscriber details screen

The screen presents the company, its assigned plan, and a save control. The **Features** area is
not available as a working area on this screen, and no feature list appears.

| Screen item | What it does | Required or available |
| --- | --- | --- |
| **Company** | Displays the subscriber company. | Disabled; not required. |
| **Plan** | Selects the plan assigned to the company. | Required. |
| **Save** | Saves a changed plan assignment. | Disabled when there are no plan changes. |
| Feature price | Accepts a feature price when the conditional feature editor is available. | Minimum `0`; format `#,##0.00`. |

The **Plan** choices load before you choose one. Each choice uses the plan name as its displayed
label and the plan ID as its value. The complete list of choices is not fixed on this screen.

![Check the **Company** field and the surrounding record controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/46fa95bbfdceb7300c79f53dddf95aad.png)

## Review and save the assigned plan

Change the assigned subscription plan when the company should use a different plan.

**Prerequisites**

- The subscriber record is open.
- The **Plan** choices have loaded.

**Steps**

1. Review the current value in **Plan**.
2. Open **Plan**.
3. Record the available plan labels and values for the change you are about to make.
4. Select the plan that the company should use.

   Changing **Plan** refreshes the subscriber feature and capacity values associated with the
   selected plan.

   ![Check the **Plan** choice control before selecting a plan.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9234e3d094ab46c3835b3e8b8af1087e.png)

5. Select **Save**.

   ![Check the **Save** control after a plan selection.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9234e3d094ab46c3835b3e8b8af1087e.png)

**Result:** The selected plan is submitted for the subscriber record. The save response updates
the page's stored subscriber details when the request succeeds.

## Review a feature price

The feature-price editor is a conditional path for a feature row; it is not a standard area of
the subscriber details screen.

**Prerequisites**

- A feature row provides the feature edit entry point.

**Steps**

1. Open **Edit feature** for the feature row.
2. Review the feature price field in the `Edit feature` popup.
3. Enter a value that is at least `0` when the price is editable.

**Result:** The feature-price editor shows the amount with the `#,##0.00` format. This page does
not save feature-price changes.

## When loading or saving goes wrong

| What you see | Meaning | What to do |
| --- | --- | --- |
| `This Field Is Required` | **Plan** has no selected value. | Select a **Plan** before saving. |
| `An error occurred while processing your request` | Loading or saving a subscriber request failed. | Review the record and try the operation again. |
| The page displays `An error occurred while processing your request` while the edit controls are present. | The page is not healthy even though the controls are listed. | Do not rely on the values or save outcome until the record loads normally. |

The **Plan** validation rule is required. The common processing error is used for subscriber
detail loading, plan-list loading, and plan saving.

## After reviewing the subscriber

After the assignment is reviewed, continue with the configuration task that matches the change:

- Use [Plans](doc:configuration-plans) to maintain plan definitions.
- Use [Features](doc:configuration-features) to maintain feature definitions.
- Return to [Subscribers](doc:configuration-subscriber-view) to open another subscriber record.