Subscription Management

TATER is a sales-assisted, per-seat SaaS platform managed entirely by TATER Security staff. This guide covers how SuperAdmins provision and manage client subscriptions through the Administration → Subscriptions page and the Organizations detail panel.

Subscription Model Overview

TATER uses a simple, sales-assisted subscription model:

• Single flat plan — all features included, no tiers or add-ons
• Per-user-seat pricing — monthly rate negotiated per client
• Sales-assisted — SuperAdmins provision organizations manually; there is no self-service sign-up
• No trial period — clients are onboarded directly after a sales agreement

Each organization in TATER has a subscriptionStatus that controls access, a billingType indicating whether they pay TATER directly or through an MSP, and optional billing details visible only to SuperAdmins.

Subscriptions Page

Navigate to: Administration → Subscriptions

The Subscriptions page gives TATER Security staff a fleet-wide view of all organizations and their billing status. It includes:

KPI Cards

• Total Orgs — all organizations across all tenants
• Active — organizations with subscriptionStatus: active
• Suspended — organizations currently suspended
• MRR — total Monthly Recurring Revenue across all direct-billed orgs with a monthly rate set

Organization Table

Each row shows:

• Organization name, tenant ID, slug, and creation date
• Billing type badge (Direct / MSP-billed)
• Status badge (active orgs show no badge; suspended/pending/cancelled show a colored badge)
• Seat usage bar — current member count vs. license limit, with an over-limit indicator
• Monthly rate
• Renewal date
• Billing contact name
• Edit button — opens the subscription edit modal
• Quick-action button — Suspend for active orgs, Activate for suspended orgs

Filtering

Use the filter bar at the top to search by organization name, filter by status (All / Active / Suspended / Pending / Cancelled), and filter by billing type (All / Direct / MSP).

Provisioning a New Client

1. Navigate to Administration → Organizations and click + New Organization.
2. Enter the organization name and an optional slug (URL-friendly ID).
3. Click Create Organization. The org is created with subscriptionStatus: active by default.
4. From the Organizations page, click Manage on the new org to open the detail panel.
5. Scroll to the Subscription section (SuperAdmin only) and fill in billing details — monthly rate, renewal date, billing contact, billing type.
6. Add the client's users via the Members section using their email addresses.
7. Set up scanning infrastructure in the Scan Infrastructure section (webhook URL, cert, storage account).
8. Optionally, enable the MSP Portal toggle if this organization is an MSP that manages its own clients.

Billing & Subscription Fields

These fields are visible only to SuperAdmins. They are available in both the Subscriptions page edit modal and the Organizations detail panel Subscription section.

Field	Description
Status	Subscription lifecycle state: active, suspended, pending, or cancelled. Suspended orgs show a warning banner to non-SuperAdmin users.
Billing Type	direct — client pays TATER Security directly. msp — client is billed through an MSP partner.
Monthly Rate (USD)	Monthly recurring charge in US dollars. Used to calculate total MRR on the Subscriptions dashboard. Never shown to the client.
Renewal Date	ISO date (YYYY-MM-DD) when the subscription renews or expires. Used for tracking, not automated enforcement.
Seat Limit	Maximum number of members allowed in this organization. The seat usage bar turns red when the limit is exceeded. Leave blank for unlimited.
Invoice / PO Reference	Internal reference number (e.g., PO-2026-001) linking this org to an invoice or purchase order in your billing system.
Billing Contact Name	Name of the client's billing contact for accounting purposes.
Billing Contact Email	Email address for the billing contact. Never displayed to other users of the client org.
Internal Notes	Free-text field for TATER Security staff. Use for onboarding notes, discount reasons, special terms, escalation history, etc. Never visible to the client.

Seat Licensing

TATER tracks seat usage by counting the number of active members in each organization (OrgMemberships).

• Set the Seat Limit field to enforce a maximum. Leave it blank for unlimited.
• The Subscriptions page shows a usage bar for each org: current users / seat limit.
• If userCount > licenseLimit, the bar turns red and the org is flagged as over limit.
• TATER does not automatically block users when the limit is exceeded — it is a monitoring signal, not a hard gate. SuperAdmins decide whether to take action (expand the license, remove members, or suspend).

Billing Types: Direct vs. MSP

Direct Billing

The client organization has a direct commercial relationship with TATER Security. Monthly invoices are sent to the billing contact on file. Set Billing Type to direct.

MSP Billing

The client is managed through an MSP partner. The MSP consolidates billing and handles the client relationship. TATER Security invoices the MSP, not the end client. Set Billing Type to msp.

To establish an MSP relationship in TATER:

1. Ensure the MSP's own organization exists in TATER and has MSP Portal enabled (toggle in the Organizations detail panel).
2. From the MSP org's Client Dashboard → Clients page, add the client organization with the appropriate access tier (Monitor / Operate / Manage).
3. Set the client org's Billing Type to msp on the Subscriptions page.

Suspending & Activating Orgs

Suspending

Suspending an org blocks all non-SuperAdmin users from normal app access. They see a red banner at the top of the page: "This organization's subscription is suspended. Please contact support."

To suspend an org:

• Quick action: On the Subscriptions page, click the Suspend button in the org's row. You can optionally enter a suspension reason.
• Edit modal: Change the Status field to suspended and save.
• Org detail panel: Change the Status field in the Subscription section and click Save Subscription.

TATER records suspendedAt, suspendedBy, and (optionally) suspensionReason on the organization record for audit purposes.

Activating

To reactivate a suspended org:

• Quick action: On the Subscriptions page, click Activate in the org's row.
• Edit modal or Org detail panel: Change Status back to active and save.

On reactivation, the suspendedAt, suspendedBy, and suspensionReason fields are cleared. TATER records activatedAt and activatedBy.

Organization Detail Panel — Subscription Section

Every organization's detail panel (accessible by clicking Manage from the Organizations page) includes a Subscription section visible only to SuperAdmins. It provides a form to edit all billing fields and save them directly to the organization record via PUT /organizations/{id}.

This is the recommended place to set subscription details during initial client onboarding, since you're already in the org detail panel adding members and configuring scan infrastructure.

Changes saved here are immediately reflected on the Subscriptions page.

MRR Tracking

The Subscriptions page KPI strip shows Total MRR — the sum of monthlyRate across all organizations with a rate set. This is a simple count of what's been entered; it is not tied to any billing system or payment processor.

To get accurate MRR data:

1. Enter a Monthly Rate for every active client (both direct and MSP-billed, if you want to include MSP pass-through revenue).
2. Keep the Renewal Date up to date so you can identify upcoming renewals.
3. Use the Invoice / PO Reference field to cross-reference with your accounting system.

Internal Notes

The Internal Notes field is a free-text field on each organization visible only to SuperAdmins (it is stripped from all API responses to non-SuperAdmin callers). Use it for:

• Onboarding notes and gotchas for the client's environment
• Discount reasons and approval references
• Special contract terms (e.g., month-to-month, annual prepay)
• Escalation history or support notes
• Reminders for renewal negotiation

Internal Notes are included in the Subscriptions page edit modal and the Organizations detail panel Subscription section.