# cleverbridge

## Prerequisites & Vendor Onboarding <a href="#prerequisites" id="prerequisites"></a>

In order to purchase SCEPman from our merchant of record, cleverbride GmbH (headquartered in Germany), no special prerequisites have to be met, except for accepting their terms and conditions.

Depending on your sourcing and purchasing requirements, you might have to set up cleverbridge as a vendor in your system. cleverbridge provides all relevant onboarding information [via their website](https://support.cleverbridge.com/hc/en-us/articles/4405420244243-How-do-I-register-Cleverbridge-as-a-vendor).

Should you have any questions during the onboarding process, especially in regards to legal or taxation aspects, please [contact cleverbridge directly](#for-what-inquiries-should-i-contact-cleverbridge-directly).

{% hint style="info" %}
**For US-based customers only**.

Since cleverbridge operates a local entity in the US, cleverbridge Inc., certain tax implications may arise from this. As part of their vendor [onboarding information](https://support.cleverbridge.com/hc/en-us/articles/4405449389587-I-m-a-vendor-looking-to-place-an-order-from-the-U-S-What-documents-do-I-need), they also provide a W-9 form.
{% endhint %}

## Pricing Model

SCEPman is offered as a **monthly or** **annual subscription plan** with different [User Segments](#user-segments). The correct **user segment** is either&#x20;

* pre-selected in case we provide a quotation or order link to you, or
* must be manually selected during checkout:<br>

  <figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2FtPY4TyNMerKJOVZOWNP0%2Fimage.png?alt=media&#x26;token=6063ae41-471d-4a84-aedf-e05d8f2ae35b" alt=""><figcaption></figcaption></figure>

## Payment Options

cleverbridge provides a range of payment options (credit card, PayPal, Wire Transfer), where availability might depend on the country you are ordering from.

### Invoice-based Payments

If you require invoice-based payments, please [contact us](mailto:sales@scepman.com) so we can provide you with a quotation or order link that provides invoice-based payments. The payment term is **30 days** **net**.

### Currencies

cleverbridge allows you to transact in a variety of currencies. The currency is automatically selected based on the location of your browser's IP address. If you would like to transact in a different currency, you can do so by selecting your preferred currency in the top right corner of the quotation or checkout site.

{% hint style="info" %}
The reference currency for SCEPman is Euro (EUR). The forex rate cleverbridge applies when converting to other currencies is not in our control. Please note, that once an order for a subscription is placed **and** as long as **automatic renewal** is **enabled**, the forex rate is guaranteed for future renewals, i.e. cleverbridge absorbs the forex risk.&#x20;
{% endhint %}

## Plan Overview

Subscriptions for SCEPman are available based on a **monthly** or **annual** renewal interval.

{% hint style="info" %}
The annual plan is discounted by 10% in comparison to the monthly plan (calculated over the period of 12 months).
{% endhint %}

| **Plan**                       | **Renewal Interval** |
| ------------------------------ | -------------------- |
| SCEPman Enterprise Edition (M) | Monthly              |
| SCEPman Enterprise Edition (Y) | Annually             |

### User Segments

The following user segments are available for both, monthly and annual plans.

<table data-header-hidden><thead><tr><th width="286.83723958333337"></th><th></th><th></th></tr></thead><tbody><tr><td><strong>User Segment</strong></td><td><strong>Minimum Total Users</strong></td><td><strong>Maximum Total Users</strong></td></tr><tr><td>SCEPman Enterprise 50 (M/Y)</td><td>50</td><td>249</td></tr><tr><td>SCEPman Enterprise 250 (M/Y)</td><td>250</td><td>999</td></tr><tr><td>SCEPman Enterprise 1000 (M/Y)</td><td>1,000</td><td>4,999</td></tr><tr><td>SCEPman Enterprise 5000 (M/Y)</td><td>5,000</td><td>9,999</td></tr><tr><td>SCEPman Enterprise 10000 (M/Y)</td><td>10,000</td><td>unlimited</td></tr></tbody></table>

### Solution Bundles

{% hint style="info" %}
The information provided throughout this article is analogously applicable for solution bundle subscriptions.
{% endhint %}

{% hint style="success" %}
Please refer to our [SCEPman Edition Comparison](https://docs.radiusaas.com/details#scepman-edition-comparison) for details on the differences between SCEPman Enterprise and SCEPman SaaS.
{% endhint %}

#### RADIUSaaS & SCEPman Enterprise Bundle

We offer RADIUSaaS as well as our cloud-CA solution **for** **in-customer tenant deployment** [SCEPman Enterprise](https://www.scepman.com/) in a subscription bundle that is discounted by 25% in comparison to the individual solutions. The bundle plans are available with monthly or annual renewal as well as the same [User Segments](#user-segments).&#x20;

#### RADIUSaaS & SCEPman SaaS Bundle

If you'd prefer to use our cloud-based PKI SCEPman **without having to deploy infrastructure in your Azure tenant**, you can opt for the RADIUSaaS & SCEPman SaaS Bundle, that allows you to leverage SCEPman SaaS, built righ into your RADIUSaaS instance. The bundle plans are available with monthly or annual renewal as well as the same [User Segments](#user-segments). <br>

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F8MGCd8J48jx9UDIzVy01%2Fimage.png?alt=media&#x26;token=b49c39df-bca8-42fe-ae6e-564ac442a118" alt=""><figcaption></figcaption></figure>

## Subscription Management

### Self-management Portal

Cleverbridge allows you to manage any aspect of your subscription via their self-management portal, including but not limited to:

* Contact data changes
* Payment method changes
* Downloading previous invoices
* Performing user upgrades and downgrades
* Cancelling your subscription

To access the self management portal, please refer to the initial delivery / order confirmation email that was sent to you by cleverbridge at the time your order was placed. Within that email, locate the button saying **Manage Your Subscription For "\<SKU>"** and click it.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2FS9WoW3hHCE2TvbNgtSqB%2Fimage.png?alt=media&#x26;token=8918004a-a850-4d14-bfe5-844bf9d84eac" alt=""><figcaption></figcaption></figure>

This will either navigate you to the self-management portal directly or you might have to re-generate the link (they might expire after a while) first.

{% hint style="info" %}
In case you are having difficulties accessing the self-management portal as described above, feel free to [contact cleverbridge directly](#for-what-inquiries-should-i-contact-cleverbridge-directly) for assistance by referencing your **Cleverbridge reference number**.
{% endhint %}

### User Upgrades

{% hint style="info" %}
User upgrades are only available if all previous amounts / invoices have been paid. In case you cannot pay a previous invoice before performing the upgrade, please [contact us](mailto:sales@scepman.com).
{% endhint %}

#### Mid-term Upgrade

{% hint style="info" %}
The Mid-term Upgrade option is **available until 15 days before** your subscription is set to renew. Afterwards it will be replace by the [Early Renewal Upgrade](#early-renewal-upgrade).
{% endhint %}

If you would like to upgrade your user count, you can do so any time during the current subscription cycle by navigating to the subscription's [self-management portal](#self-management-portal) leveraging the mid-term upgrade option.

With the mid-term upgrade, additional users will be&#x20;

* billed **Pro Rata Temporis**, and
* **co-termed** with the existing users,

which means you only pay for the delta in users pro-rated for the remaining subscription cycle.

To perform a mid-term upgrade,

* Navigate to the subscription's [self-management portal](#self-management-portal).
* Click **Manage products**.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2FqnTrrGoyIzGfdXNhLNXV%2Fimage.png?alt=media&#x26;token=8180f112-7b3e-4e90-a03e-a3761f63f612" alt=""><figcaption></figcaption></figure>

* Select the correct [user segment](#user-segments), and provide the new **total** number of users. The website will display the&#x20;

  * upgrade price (**Upgrade price today**), and
  * the next regular renewal price assuming the new total user count (**Renewal price on ...**)

  both **including VAT**.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F5mn1ZMdBQeM2YPlRT94y%2Fimage.png?alt=media&#x26;token=212b5f01-9b55-4f8c-8697-0c066d783a11" alt=""><figcaption></figcaption></figure>

* Click **Next**, review your **Payment method** and confirm the purchase by clicking **Buy now**.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F0HmBKzee5D0veV6hxkZN%2Fimage.png?alt=media&#x26;token=ca96e5d4-3bf0-4966-ac33-9d87344c6be1" alt=""><figcaption></figcaption></figure>

* The additional users will be added to your **existing SCEPman license key** automatically.

#### Early Renewal Upgrade

{% hint style="info" %}
The Early Renewal Upgrade flow is **available from 15 days before** your subscription is set to renew.&#x20;
{% endhint %}

If you would like to upgrade your user count as part of the next regular renewal, you can do so by navigating to the subscription's [self-management portal](#self-management-portal) leveraging the early renewal upgrade flow.

With the early renewal upgrade flow, additional users are **pre-registered** for the next regular renewal. However, you may start using the additional users immediately.

To perform an early renewal upgrade,

* Navigate to the subscription's [self-management portal](#self-management-portal).
* Click **Renew subscription**.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F0gACUJX3pbH5vBRKea4t%2Fimage.png?alt=media&#x26;token=71d589a3-d36b-44fd-99bb-d292d67a3c39" alt=""><figcaption></figcaption></figure>

* Select the correct [user segment](#user-segments), and provide the new **total** number of users. The website will display the renewal price considering the additional users.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2Fn5QuEYYAOrUKOHvOcO2A%2Fimage.png?alt=media&#x26;token=a8f5d363-7e9a-4d0b-94e4-6bbdb8801d2f" alt=""><figcaption></figcaption></figure>

* Click **Next**, review your **Payment method** and confirm the purchase by clicking **Buy now**.

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F6nZ5qlKa9M8iWWMtRhwI%2Fimage.png?alt=media&#x26;token=c4ebad63-b959-402d-9cbb-a6ae879e4748" alt=""><figcaption></figcaption></figure>

* The additional users will be added to your **existing SCEPman license key** automatically.

### User Downgrades

You can pre-register a reduction of your user count for the next regular renewal by leveraging the [early renewal upgrade](#early-renewal-upgrade), too. However instead of adding users, you may reduce the number of users.

### **Automatic Renewal**

{% hint style="warning" %}
Only relevant for customers buying in non-Euro currency.

By disabling Automatic Renewal you **are opting out of the perpetual forex rate** guarantee. This means the forex risk is transferred from cleverbridge to the customer.
{% endhint %}

If you decide to disable **Automatic Renewal**, your subscription will not renew automatically. Instead, cleverbridge will (irreversibly) cancel the subscription towards the end of the current subscription cycle. This means, the service will be terminated automatically on that date as well. While the subscription has not expired yet, you can opt to enable **Automatic Renewal** at any time by navigating to your subscription's [self-management portal](#self-management-portal).

<figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2F4NV6Lak0lvdMM3VF7c1u%2Fimage.png?alt=media&#x26;token=bd828908-ca40-4ebb-a972-fa4920356ff1" alt=""><figcaption></figcaption></figure>

### Cancellation

* If you would like to (irreversibly) cancel your subscription, navigate to your subscription's [self-management portal](#self-management-portal) and disable **Automatic Renewal**.
* You subscription will expire towards the end of the current cycle.
* There is **no cancellation notice period**.

## **For Partners**

Partners can leverage the same tools to manage subscriptions on behalf of their customers. To access a subscription self-management portal for a particular subscription, follow these steps:

* Sign-on to the [Partner Portal](https://www.cleverbridge.com/306/?scope=pplogin) using your partner account credentials.
* Click **History**, select **All transactions** and locate the relevant customer.
* Click the icon highlighted in below screenshot, which will re-direct you to the initial confirmation / order confirmation page:<br>

  <figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2Fnr49ywJ8rIpyMKzvX6nU%2Fimage.png?alt=media&#x26;token=0c4ce628-8e8d-4b42-b1e5-f26c8c68791c" alt=""><figcaption></figcaption></figure>
* On that page, locate the button saying **Manage Your Subscription For "\<SKU>"** and click it.<br>

  <figure><img src="https://2535731700-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LoGejQeUQcw7lqnQ3WX%2Fuploads%2FGAQUo9YdArPmejjcMdRb%2Fimage.png?alt=media&#x26;token=6230adcb-d00c-4997-90cc-10c4eda53e8b" alt=""><figcaption></figcaption></figure>
* This will either navigate you to the self-management portal directly or you might have to re-generate the link (they might expire after a while) first.

{% hint style="info" %}
In case you are having difficulties accessing the self-management portal as described above, feel free to [contact cleverbridge directly](#for-what-inquiries-should-i-contact-cleverbridge-directly) for assistance by referencing your **Cleverbridge reference number**.
{% endhint %}

## **Trials**

In case you would like to test SCEPman, please [get in contact with us](https://support.scepman.com/) or send us an email to <sales@scepman.com>.

## FAQs

### How to request a quote for SCEPman or a Solution Bundle?

{% hint style="info" %}
Quotes are valid for 14 days.
{% endhint %}

To request a quote for SCEPman,&#x20;

* Get in [contact with us](mailto:sales@scepman.com) and request a quote link.
* Once we have sent the quote link to you,
  * Click it.
  * Select the correct user segment, user quantity and fill our your company information.
  * Click **Next**, review your data and click **Request price quote**.

### Why is the VAT not removed from my quote?

Cleverbridge will automatically remove the VAT if you provide a valid European VAT ID (and are not located in Germany) or a valid business registration number in countries where a VAT exemption applies (e.g. ABN in Australia).

If the VAT is not removed but you believe that you are entitled to a VAT exemption, please [contact cleverbridge directly](#for-which-inquiries-should-i-contact-cleverbridge-directly).

### How do I convert a quote into an order?

{% hint style="info" %}
Cleverbridge does not require a Purchase Order (PO) to be provided when converting a quote into an order.
{% endhint %}

To convert a quote into an order

* Locate the email that was sent you when requesting a quote
* Scroll down and locate the **Place order** button. Click it.
* Choose your preferred payment method amongst the available **Payment Options**.
* Click **Next**, review your data and confirm the purchase by clicking **Buy now**.
* The SCEPman License Key will be generated instantaneously and sent to you via the delivery email.

### For what inquiries should I contact cleverbridge directly?

You should contact cleverbridge customer support directly, for the following inquiries:

* Taxation / VAT
* Correction of an invoice
* Issues with your payment method
* Change your contact details in the cleverbridge system

{% embed url="<https://support.cleverbridge.com/hc/en-us>" %}