Entitlements and Modules
COS feature access comes from the group's effective modules and limits. SaaS uses an entitlement set; on-prem uses a signed license. Roles, company/record scope, confidentiality and workflow locks apply separately.
Viewing modules and usage
Open Settings → Plan & Subscription to inspect your SaaS group's modules and validity. The summary shows user/company usage and limits, AI share and monthly pool; cards identify enabled, locked and planned modules. A preset name is not a guarantee that a particular module is available.
On-prem labels this page License and modules. The license is the source and the AI pool limit does not apply. The license guide explains status, upload and read-only access.
SaaS administration screens
Only Super Admins change the effective set through these screens:
| Screen | Purpose |
|---|---|
| Presets | Shortcuts such as Free, Pro and Enterprise to fill a form. Changing a preset does not change existing sets. Groups without a set follow Free; Free cannot be disabled. |
| Entitlement Sets | Group modules, active user/company limits, validity, monthly AI share and rate limit. Open the current record, apply a preset or edit values, then save. |
| Modules and Catalog | Module/feature mapping, prices, minimum users, currency, grace/warning periods, planned flags and splitting modules. Unmapped feature keys are listed with a warning. |
A set's start date cannot be in the future: it applies as soon as the saved record becomes effective. Save a scheduled upgrade on its start day. Applying a preset fills the form; check the save result. After a concurrent change, load the current record and reassess. Change history records who changed what and when.
Content limits can only restrict access; they cannot enable a feature of a module outside the set. Legacy PlanTemplate/Subscription or per-group plan override screens are no longer used.
Limits
- Active user and company limits apply across the group. A person in several of its companies occupies one seat. Valid pending invitations also count in capacity checks.
- Content limits, such as active KPI count, apply per company. For numeric limits, -1 means unlimited and 0 means off. Read the effective values in your installation.
- A full limit rejects a new record; it does not delete existing data. A visibility setting or preset name cannot enable a missing module.
- A SaaS group without a set uses Free. After the final day, the set remains effective through the catalog's grace period; once that ends the group falls back to Free. The set is retained and applies again when new validity is saved. Dates are evaluated as UTC days.
AI pool
AI is available to every entitlement set; there is no separate AI module or seat. The SaaS monthly group pool is active users × monthly share per user. Only COS-model messages and web searches consume it; company/group providers do not. The pool follows the calendar month and does not carry over. A pending invitation consuming seat capacity is not an active user for the pool calculation.
AI providers explains models and usage screens.
FAQ
Can I change one company's plan separately? SaaS access comes from the group set; company menu visibility and content usage are evaluated separately.
Does changing a preset change all sets? No. Existing sets retain their values; groups without a set follow Free directly.
Can I edit a set to enable an on-prem module? No. The signed license is the entitlement source; catalog and presets are read-only from the image.