From f65478fb1fdc26429cf15ab37c45a0fea0683f82 Mon Sep 17 00:00:00 2001 From: Alya Abbott Date: Fri, 1 Dec 2023 13:04:21 -0800 Subject: [PATCH] help: New page to document self-hosted billing. --- help/include/legacy-log-in-intro.md | 7 + help/include/legacy-log-in.md | 15 + help/include/manual-billing-intro.md | 11 + help/include/register-server-legacy.md | 3 + help/include/register-server.md | 3 + .../include/self-hosted-billing-admin-only.md | 3 + ...f-hosted-billing-multiple-organizations.md | 5 + help/include/self-hosted-log-in.md | 16 + help/include/sidebar_index.md | 1 + help/self-hosted-billing.md | 401 +++++++++++++++++- help/zulip-cloud-billing.md | 1 + 11 files changed, 462 insertions(+), 4 deletions(-) create mode 100644 help/include/legacy-log-in-intro.md create mode 100644 help/include/legacy-log-in.md create mode 100644 help/include/manual-billing-intro.md create mode 100644 help/include/register-server-legacy.md create mode 100644 help/include/register-server.md create mode 100644 help/include/self-hosted-billing-admin-only.md create mode 100644 help/include/self-hosted-billing-multiple-organizations.md create mode 100644 help/include/self-hosted-log-in.md diff --git a/help/include/legacy-log-in-intro.md b/help/include/legacy-log-in-intro.md new file mode 100644 index 0000000000..08f685c32c --- /dev/null +++ b/help/include/legacy-log-in-intro.md @@ -0,0 +1,7 @@ +!!! tip "" + + A **server administrator** is anyone who sets up and manages your Zulip + installation. A **billing administrator** is anyone responsible for managing + your Zulip plan. + +**Server administrator steps:** diff --git a/help/include/legacy-log-in.md b/help/include/legacy-log-in.md new file mode 100644 index 0000000000..e3ff5e3aab --- /dev/null +++ b/help/include/legacy-log-in.md @@ -0,0 +1,15 @@ +1. Go to . + +1. Fill out the requested server information, and click **Continue**. + +1. Enter the e-mail address of the billing contact for your organization, + and click **Confirm email**. + +**Billing administrator steps:** + +1. In your e-mail account, open the e-mail you received + (Subject: Log in to Zulip plan management), and click **Log in**. + +1. Verify your information, and click **Continue**. If you are logging in for + the first time, you will need to enter your name and accept the [Terms of + Service](https://zulip.com/policies/terms). diff --git a/help/include/manual-billing-intro.md b/help/include/manual-billing-intro.md new file mode 100644 index 0000000000..4beffbd2fb --- /dev/null +++ b/help/include/manual-billing-intro.md @@ -0,0 +1,11 @@ +With automatic billing, you automatically purchase a Zulip license for each user +in your organization at the start of each billing period (month or year). +[Deactivating a user][deactivate-user] frees up their license for reuse. +Additional licenses are purchased automatically as needed. + +With manual billing, you choose and pay for a preset user limit. If +he limit is reached, no more users can join until licenses are manually +added. + +In general, selecting automatic billing is highly recommended unless you +have a specific reason to do otherwise. diff --git a/help/include/register-server-legacy.md b/help/include/register-server-legacy.md new file mode 100644 index 0000000000..88d36eaa8e --- /dev/null +++ b/help/include/register-server-legacy.md @@ -0,0 +1,3 @@ +1. Register the server with Zulip's Mobile Push Notification Service, following + [these + instructions](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html). diff --git a/help/include/register-server.md b/help/include/register-server.md new file mode 100644 index 0000000000..734a133acd --- /dev/null +++ b/help/include/register-server.md @@ -0,0 +1,3 @@ +1. Your Zulip server administrator should register the server with Zulip's + Mobile Push Notification Service, following [these + instructions](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html). diff --git a/help/include/self-hosted-billing-admin-only.md b/help/include/self-hosted-billing-admin-only.md new file mode 100644 index 0000000000..31524aa439 --- /dev/null +++ b/help/include/self-hosted-billing-admin-only.md @@ -0,0 +1,3 @@ +!!! warn "" + + This feature is only available to organization [owners](/help/roles-and-permissions) and billing administrators. diff --git a/help/include/self-hosted-billing-multiple-organizations.md b/help/include/self-hosted-billing-multiple-organizations.md new file mode 100644 index 0000000000..b83f3bdf31 --- /dev/null +++ b/help/include/self-hosted-billing-multiple-organizations.md @@ -0,0 +1,5 @@ +!!! warn "" + + If your server has more than one organization, upgrade to Zulip Server 8.0+ + manage billing and upgrades separately for each organization. Older servers + only support server-wide plan management. diff --git a/help/include/self-hosted-log-in.md b/help/include/self-hosted-log-in.md new file mode 100644 index 0000000000..db07e21e0a --- /dev/null +++ b/help/include/self-hosted-log-in.md @@ -0,0 +1,16 @@ +1. Click on the **gear** () icon in + the upper right corner of the web or desktop app. + +1. Select **Plan management**. + +1. *(first-time log in)* Enter the e-mail address you want to use for plan + management, and click **Continue**. + +1. *(first-time log in)* In your e-mail account, open the e-mail you received + (Subject: Confirm email for Zulip plan management), and click **Confirm and + log in**. + +1. *(first-time log in)* Enter your name, configure your email preferences, and + accept the [Terms of Service](https://zulip.com/policies/terms). + +1. Verify your information, and click **Continue**. diff --git a/help/include/sidebar_index.md b/help/include/sidebar_index.md index 6008344f59..a2ece81ab5 100644 --- a/help/include/sidebar_index.md +++ b/help/include/sidebar_index.md @@ -241,6 +241,7 @@ ## Support * [View Zulip version](/help/view-zulip-version) * [Zulip Cloud billing](/help/zulip-cloud-billing) +* [Self-hosted billing](/help/self-hosted-billing) * [Support the Zulip project](/help/support-zulip-project) * [Linking to the Zulip website](/help/linking-to-zulip-website) * [Contact support](/help/contact-support) diff --git a/help/self-hosted-billing.md b/help/self-hosted-billing.md index 393c5ee58a..f8de01e6ea 100644 --- a/help/self-hosted-billing.md +++ b/help/self-hosted-billing.md @@ -6,16 +6,409 @@ questions about plans and billing for self-hosted organizations. Please refer to details. If you have any questions not answered here, please don't hesitate to reach out at [sales@zulip.com](mailto:sales@zulip.com). +## Business plan details and upgrades + +The Business plan is appropriate for most business organizations. It includes +unlimited access to the Mobile Push Notification Service and commercial support +for dozens of features and integrations that help businesses take full advantage +of their Zulip implementation. + +For businesses with up to 10 Zulip users, the Self-managed plan is a good +option, and includes free access to the Mobile Push Notification service. For +commercial support with your installation, sign up for the Business plan, with a +minimum purchase of 10 licenses. + +If you organization requires hands-on support, such as real-time support during +installation and upgrades, support for advanced deployment options, custom +feature development or integrations, etc., should contact +[sales@zulip.com](mailto:sales@zulip.com) to discuss pricing. + +Business plan discounts are available in a variety of situations; see +[below](#business-plan-discounts) for details. + +### Upgrades for legacy customers + +Any Zulip server that registered for Zulip's [Mobile Push Notification +Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html) +prior to December 12, 2023 is considered to be a **legacy customer**. Legacy +customers can continue using the notification service for free (no action +required) until February 15, 2024. + +To continue using the service after that date, organizations with more than 10 +users must upgrade to the Business, Community or Enterprise plan. When you +upgrade to the Business plan, you can start the plan right away (if you‘d like +your technical support to start immediately), or schedule a February 15 start date. + +#### Do I have to upgrade my server first? + +While upgrading your Zulip server to version 8.0+ makes it more convenient to +manage your plan, you do not have to upgrade your Zulip installation in order to +sign up for a plan. **The same plans are offered for all Zulip versions.** + +In addition to hundreds of other improvements, upgrading to Zulip Server 8.0+ lets +you: + +- Easily log in to Zulip plan management, without an additional server + authentication step. + +- Separately manage plans for all the organizations on your server. + +- Upload only the [basic + metadata](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-basic-metadata) + required for the service, without also [uploading usage + statistics](https://zulip.readthedocs.io/en/latest/production/mobile-push-notifications.html#uploading-usage-statistics). + +If you upgrade your server after signing up for a plan, you will be able to +transfer your plan to an organization on your server. If your server has one +organization on it, this will happen automatically. Otherwise, contact +[support@zulip.com](mailto:support@zulip.com) for help. + +#### Upgrading to Zulip Business + +{!self-hosted-billing-multiple-organizations.md!} + +{start_tabs} + +{tab|v8} + +{!self-hosted-billing-admin-only.md!} + +{!self-hosted-log-in.md!} + +1. You will be logged in to Zulip's [Plans and pricing + page](https://zulip.com/plans/). Under the **Business** pricing plan on the + **Self-hosted** tab, click **Upgrade to Business**. + +1. Select your preferred option from the **Payment schedule** dropdown. + +1. Under **Plan start date**, select **February 15, 2024** or **Today**. + +1. Click **Add card** to enter your payment details. + +1. Click **Purchase Zulip Business** to upgrade immediately, or **Schedule + upgrade to Zulip Business** to schedule an upgrade for February 15. + +!!! warn "" + + If your server hosts more than one organization, commercial + support for server-wide configurations requires upgrading the + organization with the largest number of users. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!legacy-log-in.md!} + +1. Select your preferred option from the **Payment schedule** dropdown. + +1. Under **Plan start date**, select **February 15, 2024** or **Today**. + +1. Click **Add card** to enter your payment details. + +1. Click **Purchase Zulip Business** to upgrade immediately, or **Schedule + upgrade to Zulip Business** to schedule an upgrade for February 15. + +{end_tabs} + +### Upgrades for new customers + +**New customers** are eligible for a free 30-day trial of Zulip Business. An +organization is considered to be a new customer if: + +- It was not registered for Zulip's [Mobile Push Notification + Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html) + prior to December 12, 2023, and +- It has never previously signed up for a self-hosted Zulip plan (Business, + Community or Enterprise). + +{!self-hosted-billing-multiple-organizations.md!} + +{start_tabs} + +{tab|v8} + +{!register-server.md!} + +{!self-hosted-log-in.md!} + +1. Under the **Business** pricing plan on the **Self-hosted** tab, click + **Start 30-day trial**. + +2. Click **Add card** to enter your payment details. + +3. Click **Start 30-day trial** to start your free trial. + +!!! tip "" + + Once you start the trial, you can switch between monthly and annual billing + on your organization's billing page. + +!!! warn "" + + If your server hosts more than one organization, commercial + support for server-wide configurations requires upgrading the + organization with the largest number of users. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!register-server-legacy.md!} + +{!legacy-log-in.md!} + +1. Under the **Business** pricing plan on the **Self-hosted** tab, click + **Start 30-day trial**. + +1. Click **Add card** to enter your payment details. + +1. Click **Start 30-day trial** to start your free trial. + +!!! tip "" + + Once you start the trial, you can switch between monthly and annual billing + on your organization's billing page. + +{end_tabs} + +## Manage billing + +{!self-hosted-billing-multiple-organizations.md!} + +{start_tabs} + +{tab|v8} + +{!self-hosted-log-in.md!} + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!legacy-log-in.md!} + +{end_tabs} + +## Cancel paid plan + +{!self-hosted-billing-multiple-organizations.md!} + +If you cancel your plan, your organization will be downgraded to the +**Self-managed** plan at the end of the current billing period. + +{start_tabs} + +{tab|v8} + +{!self-hosted-log-in.md!} + +1. At the bottom of the page, click **Cancel plan**. + +2. Click **Downgrade** to confirm. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!legacy-log-in.md!} + +1. At the bottom of the page, click **Cancel plan**. + +1. Click **Downgrade** to confirm. + +{end_tabs} + +## Free Community plan + +Zulip sponsors free plans for over 1000 worthy organizations. The following +types of organizations are generally eligible for the free Community plan. + +- Open-source projects, including projects with a small paid team. +- Research organizations, such as research groups, cross-institutional + collaborations, etc. +- Communities, such as clubs or special interest groups. +- Education and non-profit organizations with up to 100 users. + +Organizations that have up to 10 users, or do not require mobile push +notifications, will likely find the Self-managed plan to be the most convenient +option. Larger organizations are encouraged to apply for the free Community +plan, which includes unlimited push notifications and support for many Zulip +features + +If you aren't sure whether your organization qualifies, submitting a sponsorship +form describing your situation is a great starting point. Many organizations +that don't qualify for the Community plan can still receive discounted Business +plan pricing. + +### Apply for Community plan + +These instructions describe the Community plan application process for an +existing Zulip server. If you would like to inquire about Community plan +eligibility prior to setting up a server, contact +[sales@zulip.com](mailto:sales@zulip.com). + +!!! tip "" + + Organizations that do not qualify for a Community plan may be offered a + discount on the Business plan. + +{start_tabs} + +{tab|v8} + +{!register-server.md!} + +{!self-hosted-log-in.md!} + +1. Under the **Community** pricing plan on the **Self-hosted** tab, click + **Apply to upgrade**. + +1. Fill out the requested information, and click **Submit**. Your application + will be reviewed for Community plan eligibility. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!register-server-legacy.md!} + +{!legacy-log-in.md!} + +1. Under the **Community** pricing plan on the **Self-hosted** tab, click + **Apply to upgrade**. + +1. Fill out the requested information, and click **Submit**. Your application + will be reviewed for Community plan eligibility. + +!!! tip "" + + Organizations that do not qualify for a Community plan may be offered a + discount on the Business plan. + +{end_tabs} + +## Business plan discounts + +The following types of organizations are generally eligible for significant +discounts on the Zulip Business plan. You can also contact +[sales@zulip.com](mailto:sales@zulip.com) to discuss bulk discount pricing for a +large organization. + +- **Education pricing** is available with a minimum purchase of 100 licenses. + Organizations with up to 100 users are eligible for free Community plan + sponsorship. + + - **For-profit education pricing**: $1 per user per month with annual billing + ($1.20/month billed monthly). + + - **Non-profit education pricing**: $0.67 per user per month with annual billing + ($0.80/month billed monthly). The non-profit discount applies to + online purchases only (no additional legal agreements) for use at registered + non-profit institutions (e.g. colleges and universities). + +- **Non-profit** discounts of 85+% are available with a minimum purchase of 100 + licenses. Organizations with up to 100 users are eligible for free Community plan + sponsorship. + +- Discounts are available for organizations based in the **developing world**. + +- Any organization where many users are **not paid staff** is likely eligible for a discount. + +### Apply for Business plan discount + +These instructions describe the Business plan discount application process for an +existing Zulip server. If you would like to inquire about Business plan discount +eligibility prior to setting up a server, contact +[sales@zulip.com](mailto:sales@zulip.com). + +{start_tabs} + +{tab|v8} + +{!register-server.md!} + +{!self-hosted-log-in.md!} + +1. Under **Sponsorship and discounts** on the **Self-hosted** tab, click + **Request sponsorship**. + +1. Under **Plan**, select **Business**. + +1. Fill out the requested information, and click **Submit**. Your application + will be reviewed for discount eligibility. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!register-server-legacy.md!} + +{!legacy-log-in.md!} + +1. Under **Sponsorship and discounts** on the **Self-hosted** tab, click + **Request sponsorship**. + +1. Under **Plan**, select **Business**. + +1. Fill out the requested information, and click **Submit**. Your application + will be reviewed for discount eligibility. + +{end_tabs} + +## Payment methods + +### Can I pay by credit card and/or invoice? + +You can always use a credit card to pay. If you would like to pay by invoice, +you will need to sign up for an annual plan. + +### What is the difference between automatic and manual billing? + +{!manual-billing-intro.md!} + +#### Manually manage licenses + +{start_tabs} + +{tab|v8} + +{!self-hosted-log-in.md!} + +1. Modify **Number of licenses for current billing period** or **Number of + licenses for next billing period**, and click **Update**. + +!!! tip "" + + You can only increase the number of licenses for the current billing period. + +{tab|older-versions} + +{!legacy-log-in-intro.md!} + +{!legacy-log-in.md!} + +1. Modify **Number of licenses for current billing period** or **Number of + licenses for next billing period**, and click **Update**. + +!!! tip "" + + You can only increase the number of licenses for the current billing period. + +{end_tabs} + +## Self-managed installations + Zulip is 100% open-source. Organizations that do not require support with their -installation can always use Zulip for free with no limitations. +installation can always use Zulip for free with no limitations. Additionally, +the [Mobile Push Notification +Service](https://zulip.readthedocs.io/en/stable/production/mobile-push-notifications.html) +is provided free of charge for organizations with up to 10 users. You can self-manage your Zulip installation without signing up for a plan. Get started with the [installation guide](https://zulip.readthedocs.io/en/stable/production/install.html). -To inquire about an Enterprise plan, contact -[sales@zulip.com](mailto:sales@zulip.com). - ## Related articles * [Trying out Zulip](/help/trying-out-zulip) diff --git a/help/zulip-cloud-billing.md b/help/zulip-cloud-billing.md index e56dc198f5..331c3bb6b2 100644 --- a/help/zulip-cloud-billing.md +++ b/help/zulip-cloud-billing.md @@ -152,6 +152,7 @@ your regular per-user pricing for each additional guest. * [Trying out Zulip](/help/trying-out-zulip) * [Zulip Cloud or self-hosting?](/help/zulip-cloud-or-self-hosting) +* [Self-hosted billing](/help/self-hosted-billing) * [Migrating from other chat tools](/help/migrating-from-other-chat-tools) * [Contact support](/help/contact-support)