Knowledge Base for Admins

No items found.
Searching for patient related article? Navigate to the 
Knowledge Base for Patients

Managing InCytes User’s Subscriptions

Corresponding Clinician Articles

To fully use the functionality of the inCytes platform, all users are required to activate a valid subscription linked to a specific funder. Without an active subscription, users will only have access to their profile page, and all other tabs will be inaccessible.

There are two types of subscriptions available in inCytes:

  • Direct subscription: With this type of subscription, the user pays for their own subscription. Additionally, team members are automatically sponsored under the same conditions as the user.
  • Circle-funded subscription: In this type of subscription, the Circle to which the subscriber belongs pays for their subscription. This means that the subscriber's Circle takes care of the subscription cost.

Service providers do not have to pay for the subscriptions.

Managing Direct Subscription

  • Available for both: active and pending users.
  • It can be assigned to subscribers who do not currently have a subscription, or to those whose subscription has expired.

To assign a direct subscription:

  1. Navigate to Subscribers tab

          *Scroll the page or use the search bar to find the required Subscriber

  1. Click three dots next to the required Subscriber and select Manage Subscription

  1. Type in or use the calendar icon to enter the subscription expiration date
IF THE SUBSCRIPTION IS LIFETIME THE SUBSCRIPTION ENDING DATE IS SET AS 2050

  1. In the “Enter Funder” field start typing the name of the Funder* and select the required name from the suggested dropdown list
Only the Funders with the status “Active” are available for selection.

  1. Click UPDATE when ready

The new Funder can’t be selected for the Subscriber who already has an active subscription.
The current Funder must stop funding this subscriber before assigning a new subscription.

To stop a direct subscription:

  1. Navigate to Subscribers tab

  1. Click three dots next to the required Subscriber and select Manage Subscription

  1. Type in or use the calendar icon to enter the subscription expiration date

           a. Set the yesterday's date if you want to stop funding the subscription immediately

           b. Expire subscription on the last day of month to prevent adding the subscription to the next month

4. Click UPDATE when ready

Expiring subscription for pending users:  

 
 

  1. Go to Subscribers and click three dots next to the required one  

 

 

 

  1. Select Expire Subscription  

 

 

 
 

  1. Confirm the action by clicking CONFIRM  

 

 

 

When confirmed, the subscription will be immediately expired and the expiration date will be set as <system date - 1 day>.  

You expire on  

Subscription expiration date  

May, 31  

May,30  

June, 1  

May,31  

 

Managing Circle Subscription

There are two ways to start funding a subscriber in a Circle:

  • Directly from the Circle member list

To start funding subscriber in a Circle:

  1. Go to Circles and select the required one from the list
  1. Click three dots next to the required Circle member and select Start funding

To stop funding subscriber in a Circle:

  1. Go to Circles and select the required one from the list
  1. Click three dots next to the required Circle member and select Stop funding

Now you can fund the user while inviting him to another Circle or assign a direct subscription of a Funder.

After Stop funding in the option menu is clicked, the subscription will be extracted from the invoice only in the next month.