#Plan and Entitlements
| Role | Access level |
|---|---|
| Client Admin | Full detail view |
| Client Manager | Summary only |
| Client Staff | No access |
| Partner Admin | Edit for the active tenant context |
| Partner User | No access |
| AiDial Admin | Edit where AiDial operations support it |
#Overview
The Plan and Entitlements page at /settings/entitlements shows the active plan tier, enabled platform capabilities, allowed transcript export formats, and current tenant usage limits.
This page is intended for plan review and entitlement support workflows. Client roles are read-only: Client Admins can review full detail, while Client Managers see only a plan summary. Edit mode is available only to Partner Admin and AiDial Admin sessions for the active tenant context in the current session.
Entitlements are tenant-level settings. There is no project selector on this page.
#Prerequisites
- You are signed in to the AiDial portal. See Signing In for instructions.
- Your role is permitted to access
/settings/entitlements. - Partner Admin and AiDial Admin edit access depends on the active tenant context in the current session.
#What You Can Review
- Plan tier: Starter, Professional, or Enterprise.
- Capabilities: Whether key features such as recording download, transcript export, audit-log access, outbound calling, integrations, and API-key management are enabled.
- Transcript export formats: Which export file types are currently available: CSV, TXT, or PDF.
- Usage limits: Current limits for concurrent calls and user seats. User seats may display as unlimited.
#Role Behaviour
#Client Admin
- Can review the full entitlement detail for the current tenant.
- Cannot edit plan capabilities or limits from this page.
#Client Manager
- Sees a summary-only view of the current plan.
- Does not see detailed capability or limit controls.
#Partner Admin
- Can review and update entitlements for the active tenant context in the current session.
- Saves changes through the tenant-targeted portal API route.
- Changes are saved with optimistic concurrency checks, so you may need to refresh if another change was saved first.
#AiDial Admin
- Can review and update entitlements where AiDial operations support it.
- Changes are saved with optimistic concurrency checks, so you may need to refresh if another change was saved first.
#Client Staff and Partner User
- Cannot access the Plan and Entitlements page.
#Access and Security
The browser uses your signed-in portal session. You do not need to enter or send an API key.
Entitlement access is checked against your role and organisation scope. Navigation visibility is not a security boundary.
#Common Issues
| Issue | Resolution |
|---|---|
| The page says no entitlements are available | Refresh the page. If the message continues, contact your administrator or AiDial support. |
| Save failed due to a conflict | Refresh the page to load the latest version, then apply the change again. |
| Save failed because transcript export formats are invalid | If transcript export is enabled, at least one format must be selected. If transcript export is disabled, no formats can be selected. |
| I cannot edit the page | Client roles are read-only. Only Partner Admin and AiDial Admin sessions can edit entitlements. |
| I cannot access the page | Your role may not be in the route permission list for /settings/entitlements, or the tenant/session scope may not permit access. The portal uses non-enumerating not-found responses for unsupported access. |