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Manage Session and Device Limits

Zuora

Manage Session and Device Limits

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You can manage how many concurrent sessions the end users can have at global, account and individual user levels.

Note that session limits set at the company account level will override the global limit and that limits set at the individual level will override both company account and global level limits.

With the Sessions Count decision node, you can trial different session limits and add different outcomes for specific numbers of remaining sessions and when the session limit has been exceeded.

The end users can view their active sessions in the Devices section of their Preference Centers. You can allow end users to manage their sessions on their own in the Devices section of their Preference Centre.

You can view details of an end user’s sessions from the Sessions section on the User Details screen.

The following management operations are available:

Allow end users to manage their sessions and devices

End users have the ability within Zephr’s Preference Centre pages to manage their sessions.

The Device Management tab includes details of all active sessions and allows the user to remove other sessions that they currently have active.

To allow end users to manage sessions, take the following steps:

  1. Navigate to Delivery > Pages
  2. Open the configuration page of your preference centre
  3. Select the Device page
  4. Enable the Allow users to remove their existing sessions toggle
  5. Save your configuration

Customise outcomes based on session count

You can use the Session Count decision node to set up different outcomes based on the concurrent session count of the registered user.

The Session Count node can help encourage device management, or send targeted upsell messaging to end users who are about to reach their maximum number of active sessions.

To set up a Session Count node, take the following steps:

  1. Navigate to the configuration page of the feature you want to edit.
  2. In Rules Builder, depending on your need, select either the Registered or Customer user type.
  3. Click Session, and then drag the Session Count node to the canvas.
  4. In the window that pops up, select the maximum session limit for the feature.
  5. To specify a remaining count at which you want to create an outcome, click Add A Remaining Session under Number of Sessions Remaining, and then select the count. Repeat this step to add the remaining counts as needed.
  6. Click Save.
  7. Configure outcomes for each branch.
  8. Save and publish the feature.

After the configuration takes effect, the end user will be displayed with the specified outcomes when the remaining session counts are hit, or when the limit is exceeded.

Set Global Session Limit

For Registered Users, you can limit account sharing and the number of active sessions allowed for an account at the global level. This will be used for all users who do not fall into a Company Account with specific session limits, and who do not have an individual limit set for them.

To set up the global session limit, take the following steps:

  1. Navigate to Identity > Settings
  2. On the Settings screen, locate the Restrict Account Sharing section
  3. Check Set global session limit 
  4. Select the number of session limit in Set the default number of sessions for all users
  5. Select what will happen if the session limit is exceeded in When session limit exceeded. Available options are Delete oldest sessions and Prevent login over session limit. For more information about the two options, see Restrict Account Sharing.

Set session limit for company accounts

You can set a session limit specific to a company account.

To set up a session limit for an individual user, take the following steps:

  1. Navigate to the B2B module, and then select the relevant company account
  2. On the Edit Account screen, click Restrict Account Sharing
  3. Select the number of session limit in Set the number of sessions per user for this account
  4. Select what will happen after the session limit is exceeded in When session limit exceeded. Available options are Delete oldest sessions, Prevent login over session limit, and Default global behavior. By default, the option to follow the default global behavior is selected.

Set session limit for individual users

In some instances you may want to give individual users unique session limits, for example, for VIP customers.

To set up a session limit for an individual user, take the following steps:

  1. Navigate to Identity > Users, and then select the relevant user from the user list
  2. On the User Details screen, click Restrict Account Sharing
  3. Select the maximum number of concurrent sessions this user can have at one time from the Select a number of sessions drop-down menu
  4. Select the Done button to return to the User Details screen
  5. Click Save at the bottom of the User Details screen