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Team & administrationCurrent Beta guidance

Understanding PMA Keeper, Pro, beta, and complimentary access

Understand how PMA separates a person’s account, organization membership, organization plan, access mode, subscription status, capability entitlements, and measured allowances.

About 12 minutesessential

Before you begin

  • An active PMA account.
  • Access to at least one organization.
  • For organization-specific usage, owner, administrator, or billing-manager context.

Interface walkthrough

These annotated interface maps describe the current PMA controls. They do not replace a real record review in your workspace.

1Plan & Usage
Look for: Settings → Plan & usage

Shows the current plan, beta or trial state, measured usage, scheduled changes, and downgrade impact.

2Public comparison
Look for: Plans

Compares Keeper and Pro without offering a live checkout during beta.

3Customer identity
Look for: Settings → Account identity

Stores the person’s real name separately from organization names so support can locate the correct account.

Step-by-step workflow

1

Identify the person and organization

Your sign-in account represents you. Each organization represents a collection or operating workspace and owns its own plan state.

2

Read the access mode

Invited beta, complimentary, trial, commercial, and internal describe why access exists. Keeper, Pro, Pro Beta, and Internal Unlimited describe the effective capability catalogue.

3

Review measured allowances

Open Plan & Usage to compare current active resources with plan allowances. Database checks—not browser labels—control protected creation paths.

4

Understand billing status

Beta 85 prepares billing-provider fields but does not collect cards, activate checkout, process payment webhooks, issue invoices, or charge customers.

Expected result

You can distinguish the person, organization, plan, access mode, subscription status, and usage allowances without treating an organization name as the customer’s identity.

Safety boundaries

  • Organization ownership is not PMA platform administration.
  • Billing-manager status does not grant access to husbandry or health records.
  • A hidden Control Vault route is only an extra layer; authorization and MFA remain mandatory.
  • Paid billing is not active in Beta 85.

Troubleshooting

The plan name and access mode look different

This is expected. An invited beta organization may use the Pro Beta catalogue while its access mode remains invited beta.

The organization has a silly or generic name

Support searches the account holder’s first name, last name, email, user ID, organization ID, and future provider IDs. The organization name is only one search field.

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