Subscriptions 與 billing
這一節考你怎麼看、換、取消訂閱,計費使用者怎麼算,以及帳單由誰管理。重點是「有 app 存取就計費」與「付錢的事歸 billing admin」。
官方考綱原文(這一節會考的範圍)
- Manage subscriptions and billing管理訂閱與帳單
- Understand how to view, switch, and cancel product subscription plans了解怎麼查看、切換與取消 app 的訂閱方案
- Understand how billable users are calculated了解計費使用者怎麼計算
- Understand how to manage your bill了解怎麼管理帳單
怎麼計費、誰算計費使用者、誰能管帳單
- 計費的三個因素方案、計費週期,以及帳單週期結束時「有 app 存取的使用者人數」。
- 月繳按人、年繳按級距月繳是每位使用者計價;年繳用 user tier(人數級距)。加進 app 的人就開始計費,就算沒接受邀請或沒登入也一樣。
- Free 方案最多 10 位使用者(Jira Service Management 是 3 位 agent);人數超過會自動轉成 Standard 試用。
- 不計費的情況存取被 suspend、使用者被 remove、managed account 被停用,都不再計費;user access admin group 本身也不佔授權。
- 換方案與停用Free 升級先試用(Standard 14 天、Premium 30 天);降回 Free 從下個計費期生效、不退費;停用訂閱在目前訂閱期結束 15 天後生效。
- 誰能管帳單Improved billing 體驗下,billing admin 管付款、發票、帳單地址;org admin 與 site admin 只有有限權限:升降方案、停用訂閱、看帳單預估。
資料來源(5)有疑慮時點開看官方原文
- Manage your subscription for Standard and Premium plans
Your company is billed for subscriptions based on your app plans, billing frequency, and the number of users with app access at the end of your billing cycle.
- Manage users and user tiers
When users are added to an app, they’re automatically counted towards billing even if they don't accept your invite or log in.
- Manage users and user tiers
Free plans are available for up to 10 users (or three agents for Jira Service Management).
- Remove user or suspend their access
You won’t be billed for a user when their access is suspended.
- Understand billing administration
Organization and site administrators have limited billing permissions for subscriptions within their organization or site.
Free、Standard、Premium、Enterprise 怎麼計費
| 方案 | 計費方式 | App instance 數 | 要記的事 |
|---|---|---|---|
| Free | 不收費,最多 10 位使用者 | 1 個 | 人數超過就自動轉成 Standard 試用;人數降回來可以再切回 Free |
| Standard/Premium | 月繳按人頭;年繳按 user tier | 每個訂閱 1 個 | 每個 site 的 app 各自一份訂閱、各自一張帳單 |
| Enterprise | 只能年繳,按 user tier,另有用量計費 | 同一個方案最多 150 個 | 在 organization 層級計費;內含 Atlassian Guard Standard;有 Enterprise 時其他帳單也改成年繳 |
這張表最常考的是 Enterprise 那一列:它在 organization 層級計費,所以在 site 的帳單裡找不到;同一個使用者若同時能用 Jira Enterprise 與 Confluence Enterprise,兩張帳單都會算他一次。
- 月繳:每月依訂閱所綁的使用者人數,向信用卡收費。
- 年繳:按 user tier(人數級距)計價。Enterprise 的 user tier 隨時可以往上調,往下調只能在年度續約時做。
- 用量計費:部分 app 有 meter(例如 AI、automation),在每人計價之外依用量另計。
資料來源(6)有疑慮時點開看官方原文
- Manage users and user tiers
We’ll charge the card on file each month for the number of users tied to your app subscription.
- Manage users and user tiers
Adding more users will automatically move you from a Free plan to a Standard plan trial.
- Manage your bill for Enterprise plans
Allows you to have multiple instances of Atlassian apps, up to 150, within the same plan.
- Manage your subscription for Standard and Premium plans
Apps with an Enterprise plan are billed at the organization level, which means you won’t find them in your billing account or site as you will for Standard and Premium plans.
- Manage your bill for Enterprise plans
If a user has access to Jira and Confluence Enterprise, they’re included in both bills.
- Manage your bill for Enterprise plans
You can upgrade a user tier at any time. You’re only able to downgrade a user tier when you renew annually.
誰算、誰不算
| 動作或狀態 | 對 app 帳單的影響 |
|---|---|
| 邀請使用者並給 app 存取 | 立刻計入,就算對方沒接受邀請、沒登入 |
| Suspend access | 暫停期間不計費;restore 後角色與 group 都回來 |
| Remove user | 不再計費;要回來得重新邀請、重設角色與 group |
| 停用 managed account(deactivate) | 停止計費;重新啟用後又開始計費 |
| 只在 {app}-user-access-admins-{site} group | 這個 group 不給 app 存取,不計費(除非他還有別的計費角色) |
| 只是 site admin | 官方 KB:site admin 只管 site、不管 app 內容,不計費;要用 app 得另外給存取 |
判斷的核心是:這個人現在能不能用這個 app,也就是有這個 app 的 User 角色(在它的 default group 裡),而且沒有被暫停或停用。Admin 角色不一定附帶 app 存取,所以有 admin 角色不一定計費。
Q1要降低 Jira 的計費人數,又希望三個月後這些人回來時 group 都還在,該怎麼做?看答案
資料來源(5)有疑慮時點開看官方原文
- Remove user or suspend their access
You won’t be billed for a user once they’re removed.
- Deactivate a managed account
This won’t delete personal data associated with the Atlassian account, since you can reactivate the account at any time. We’ll stop billing your organization for this account.
- Understand default groups
This group does not grant app access and members of this group won’t count towards your bill (unless the user holds another billable role).
- Site Administrator role(KB)
Site Admins are non-billable as they only administer sites and not the products.
- Manage users and user tiers
Atlassian app pricing is based on the number of users who can access the app, as well as the plan (Free, Standard, or Premium).
看、換、取消訂閱
| 想做的事 | 怎麼做、會發生什麼 |
|---|---|
| 看計費人數 | Subscriptions → 找到 app → Manage,可以看到每個 app 的計費使用者數;Free 方案少於 10 人時不顯示確切人數 |
| 換方案 | Subscriptions → Manage → Change plan,比較方案後同意條款 |
| Free 升 Standard/Premium | 立刻生效並先試用(Standard 14 天、Premium 30 天);試用結束前沒有付款資料,超過 10 人會停用,10 人以內退回 Free |
| 付費降回 Free | 下個計費期才生效,不退剩餘天數;從 Premium 降回 Free 會移除 sandbox |
| 停用(deactivate)訂閱 | 目前訂閱期結束後 15 天停用;Free 方案立即停用;裝在上面的 Marketplace app 一起停用 |
| 取消排定的停用 | 在 Subscriptions → Manage 選 Undo deactivation,再依畫面指示聯絡 support;計費日不變 |
考題常把「降級」與「停用」混在一起:降回 Free 是下個計費期生效;停用則是訂閱期結束後再過 15 天才真正停用,期間仍能使用。兩者都不退費。
官方文件同時描述兩種帳單體驗。Improved 體驗左側第一個選項是 Subscriptions,從 admin.atlassian.com/billing 管理;original 體驗左側第一個是 Overview,部分工作要到 my.atlassian.com 做(例如取消訂閱、管理 billing contact)。
資料來源(6)有疑慮時點開看官方原文
- Manage your subscription for Standard and Premium plans
For Standard plans, the trial period is 14 days. For Premium, you’ll enjoy a 30-day trial.
- Manage your subscription for Standard and Premium plans
If there’s no payment on file, your subscription will be deactivated if you have more than 10 users or reverted to the Free plan in case the user count is 10 or fewer.
- Manage your subscription for Standard and Premium plans
When you move from a Standard or Premium plan to a Free plan, the change takes effect in the next billing period. We don’t refund any remaining days left in your billing cycle.
- Manage your subscription for Standard and Premium plans
If you’re changing from Premium to a Free plan, it’ll also remove any sandbox instances of your app.
- Deactivate a subscription
When you deactivate a subscription, it's deactivated 15 days after the end of your current subscription period.
- Deactivate a subscription
When you deactivate an Atlassian app that has Marketplace apps installed, the Marketplace app subscription will also be deactivated.
Billing admin、org admin、site admin 各能做什麼
| 權限(improved billing+centralized) | Billing admin | Org admin | Site admin | User access admin |
|---|---|---|---|---|
| 升級、降級、停用訂閱 | ✓ | ✓ | ✓ | ✗ |
| 看帳單預估與下次計費日 | ✓ | ✓ | ✓ | ✗ |
| 看、付發票;管理付款方式 | ✓ | ✗ | ✗ | ✗ |
| 新增或移除 billing admin | ✓ | ✗ | ✗ | ✗ |
| 改計費週期(月繳改年繳) | ✓ | ✗ | ✗ | ✗ |
| 重新啟用(reactivate)訂閱 | ✓ | ✗ | ✗ | ✗ |
| 設定用量上限、開關 extra usage | ✓ | ✓ | ✗ | ✗ |
這張表的重點是「付錢的事歸 billing admin」:在 improved billing 體驗下,付款方式、發票、帳單地址、報價單與計費週期都只有 billing admin 能做。Org admin 與 site admin 只能處理訂閱本身,而且沒有 billing admin 權限就進不了 Billing accounts 頁。要注意 original billing 體驗不同:官方權限表列出 org admin 可以看與付發票、改付款方式、改計費週期。
- Billing admin:屬於某個 billing account,可以同時是多個 billing account 的 billing admin。官方建議至少兩位;只剩一位時不能移除他。新增方式:admin.atlassian.com/billing → Billing permissions → Add new admin,一次只能加一人,不能加 distribution list。
- Customer contact:掛在單一訂閱上,沒有管理權限,只看得到訂閱詳細資料、收通知;每個訂閱至少要有一位。
- Billing contact(original 體驗):與 billing admin 類似,大多在 my.atlassian.com 管理授權與發票;site admin 可以把自己設成 billing contact。
資料來源(6)有疑慮時點開看官方原文
- Understand billing administration
Billing admins have access to all billing and payment-related tasks across a billing account.
- Understand billing administration
An organization admin and a site admin can't access the Billing accounts page unless they also have billing admin rights.
- Understand billing administration
We recommend having at least two billing admins on your account.
- Understand billing administration
Customer contacts can view the subscription details page, but can’t make any updates.
- Billing permissions by role
In this setup, you have three admin roles with billing permissions:
- Billing permissions by role
In this setup, there are four admin roles with billing permissions:
Atlassian Guard Standard 的帳單
| 規則 | 說明 |
|---|---|
| 按 organization 計費 | Atlassian Guard Standard(舊稱 Atlassian Access)在 organization 層級計費;每位 managed account 或 external user 只算一次,不論他能用幾個 app |
| 誰算 | 有支援 app(Jira、Confluence、Bitbucket、Trello、Jira Service Management)存取的 managed account 或 external user;只能用 sandbox 的人也算 |
| 誰不算 | 沒有 app 存取、帳號已停用、方案已內含 Guard Standard(例如 Enterprise)、在 non-billable authentication policy 裡、只用 help center 的 customer |
| Enterprise 內含 Guard | Enterprise 方案的使用者不會再算進 Guard Standard 帳單,避免重複收費 |
用官方的例子驗算:Jira Standard 有 100 人,其中 50 人也有 Confluence Standard,Guard Standard 的計費人數是 100,不是 150,因為每個人只算一次。
「30 位 JSM agent、500 位 help center customer,Guard Standard 要算幾人?」→ 30。Customer 只用 help center,不算 Guard 的計費使用者。
資料來源(5)有疑慮時點開看官方原文
- Manage your bill for Atlassian Guard Standard
Atlassian Guard Standard is billed per organization. This means you pay only once per managed account and external user in your organization.
- Manage your bill for Atlassian Guard Standard
Atlassian Guard Standard (formerly known as Atlassian Access) provides user management, enterprise-grade authentication, and data security protection.
- Manage your bill for Atlassian Guard Standard
If your organization has 30 agents on Jira Service Management and 500 helpseekers (customers), the user count on your Atlassian Guard Standard bill is 30.
- Manage your bill for Enterprise plans
If a user only has access to a sandbox, they don’t count as an Enterprise user but do count as a unique billable user for Atlassian Guard Standard.
- Manage your bill for Enterprise plans
Includes an Atlassian Guard Standard subscription, and additional enterprise-grade features.
考題愛用的錯誤說法
資料來源(6)有疑慮時點開看官方原文
- Manage users and user tiers
When users are added to an app, they’re automatically counted towards billing even if they don't accept your invite or log in.
- What are the different types of admin roles?
They’re responsible for managing users, groups, apps, and security within their organization. They have limited access to manage billing.
- Manage your subscription for Standard and Premium plans
When you move from a Standard or Premium plan to a Free plan, the change takes effect in the next billing period. We don’t refund any remaining days left in your billing cycle.
- Deactivate a subscription
App subscriptions on the Free plan will be deactivated immediately.
- Manage your bill for Atlassian Guard Standard
They are billed once, regardless of how many Atlassian apps they access.
- Manage your subscription for Standard and Premium plans
Apps with an Enterprise plan are billed at the organization level, which means you won’t find them in your billing account or site as you will for Standard and Premium plans.
實作 Lab:看懂 Lab Org 的訂閱與帳單權限
第一次做 Lab?先看 Lab 環境準備:用測試站台、準備測試帳號。畫面名稱可能隨 Atlassian 更新而不同,以下以現行畫面為準。
目標:在 Billing 找到每個 app 的訂閱、計費人數與換方案入口,並看 billing admin 名單;再用 suspend 驗證「不計費」的規則。
計費看「有 app 存取的人數」,沒接受邀請也算;suspend、remove 不計費;付款與發票歸 billing admin,org admin 只能升降方案、停用訂閱、看預估。
準備
- 本 Lab 以 improved billing 體驗撰寫;如果你的畫面是 original 體驗,只做看得到的部分。
步驟
- 你應該看到:第一個是 Subscriptions 就是 improved billing 體驗;是 Overview 則是 original 體驗。
- 你應該看到:Subscription details 頁顯示方案(Free)與計費資訊;Free 方案少於 10 人時不會顯示確切人數。
- 你應該看到:看到方案比較頁。要同意條款並按 Agree and start trial 才會開始試用(Standard 14 天、Premium 30 天)。
- 你應該看到:看到 Deactivate。付費訂閱會在訂閱期結束 15 天後停用;Free 方案按下就立即停用。
- 你應該看到:你在名單上(看不到這一頁,表示你不是這個 billing account 的 billing admin)。只有一位 billing admin 時,沒有 Remove billing admin 選項。
- 你應該看到:Leo 變成已暫停;官方規定 suspend 期間不計費。Free 方案看不到金額變化,記住規則即可。
- 你應該看到:Leo 的角色與 group 都回來了。
試試看:改一個設定,觀察差異
T1Billing permissions›Add new admin:輸入 Kim 的 email,Add admin。用 Kim 的瀏覽器開 admin.atlassian.com/billing。看結果
T2(想像,不實際做)Lab Org 升級到 Standard 試用,使用者增加到 12 人,試用結束時沒有付款資料。看結果
T3(想像,不實際做)Leo 只被加進 confluence-user-access-admins-labjira,沒有任何 app 的 User 角色。看結果
Subscription details 頁:上面是方案與計費人數,中間一顆 Change plan,••• 裡藏著 Deactivate。付錢的事找左側的 Billing permissions。
收尾
- 把 Kim 從 billing admin 移除(Billing permissions → Kim → More actions → Remove billing admin)。
- 確認 Leo 已 restore,Jira 與 Confluence 都還是 Free、沒有開始任何試用。
資料來源(4)有疑慮時點開看官方原文
- Manage your subscription for Standard and Premium plans
From the subscriptions list, find the app you want to change the plan for and select Manage.
- Manage users and user tiers
The exact number of users is not displayed when it’s less than 10.
- Understand billing administration
The Remove billing admin option is not available for accounts with only one billing admin.
- Remove user or suspend their access
You won’t be billed for a user when their access is suspended.
讀完了?用這張收攏整節
- 帳單看「週期結束時有 app 存取的人數」。
- Enterprise:年繳、org 層級、最多 150 個 instance、內含 Guard Standard。
- 沒接受邀請也計費。
- Suspend、remove、deactivate 都不計費;suspend 能完整還原。
- Free 升級=立刻生效+試用;降回 Free=下個計費期、不退費。
- 停用=訂閱期結束後 15 天;Free 立即停用。
- 付款、發票、計費週期 → billing admin。
- Org/site admin:只能升降方案、停用訂閱、看預估。
- Guard Standard:按 organization、每人只算一次。
- Enterprise 已含 Guard,不重複計費。
做題
題目載入中…
本教材為原創整理,非 Atlassian 官方出版品;題目皆為原創,不含第三方題庫題幹。官方文件近年改用新名稱:product 改稱 app、Atlassian Access 改為 Atlassian Guard、project 改稱 space。考試與舊文件的說法並陳。