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Trial Management hub [DOCS-12956]#34770

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joepeeples merged 6 commits intomasterfrom
joepeeples/12956-trial-mgmt-hub
Mar 2, 2026
Merged

Trial Management hub [DOCS-12956]#34770
joepeeples merged 6 commits intomasterfrom
joepeeples/12956-trial-mgmt-hub

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@joepeeples joepeeples commented Feb 23, 2026

What does this PR do? What is the motivation?

Adds new section to Plan & Usage to document the new Trial Management hub.

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Merge readiness:

  • Ready for merge

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OK for editorial review, but not ready to merge yet. Still waiting on tech review from Engineering.

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@joepeeples joepeeples added the WORK IN PROGRESS No review needed, it's a wip ;) label Feb 23, 2026
@github-actions github-actions Bot added the Images Images are added/removed with this PR label Feb 23, 2026
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@joepeeples joepeeples requested a review from rcliu February 23, 2026 15:10
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rcliu commented Feb 23, 2026

@joepeeples Thank you for putting this together!!

Overall I like the page and where the content is placed. I have just 2 comments:

  1. If no product trials are available, the Trial Management tab is not displayed for administrator users.

I'm not sure this is accurate, @Andri-Hail keep me honest here but I believe we do still show the page in this scenario, it just says something along the lines of "no trials are available at this time, please check again later"

  1. I think it's worth calling out that only self-serve trials are included in the tab today, and that sales-led trials created by CSMs and AEs are not included.

@joepeeples joepeeples marked this pull request as ready for review February 25, 2026 14:21
@joepeeples joepeeples requested a review from a team as a code owner February 25, 2026 14:21
@joepeeples joepeeples removed the WORK IN PROGRESS No review needed, it's a wip ;) label Feb 25, 2026
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some minor suggestions but otherwise looks good!

Comment thread content/en/account_management/plan_and_usage/_index.md Outdated

If your organization has access to product trials, users can manage their trials from the **Trial Management** tab in the [Plan & Usage section][2]. Product trials allow you to try out new products for a limited time without incurring costs. There will be no charge during the free trial period, but you will be charged for any post-trial usage.

If no product trials are available, the **Trial Management** tab is not displayed for administrator users.
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Suggested change
If no product trials are available, the **Trial Management** tab is not displayed for administrator users.
The **Trial Management** tab is only visible to administrators and only when product trials are available for your organization.

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The tab might still appear for non-admin users but not for admins in this situation, so this revision might need tweaking. But this is actually the detail that @Andri-Hail can confirm for us, so this sentence might change or get omitted.

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correct, due to some funky permissions logic, a non-admin user with no trials would see just the Trial Management Tab on the Plan and Usage pages with the message that they are not eligible for any trials at the moment

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you can disregard my suggestion - it inadvertently changed the meaning. my intention was just to reframe the original as a positive statement (what the tab is rather than what it isn't), but the original logic is more nuanced than what i accounted for.

Comment thread content/en/account_management/plan_and_usage/_index.md Outdated
Co-authored-by: Rosa Trieu <107086888+rtrieu@users.noreply.github.com>
@gh-worker-ownership-write-b05516 gh-worker-ownership-write-b05516 Bot removed the request for review from rcliu March 2, 2026 14:54
@joepeeples joepeeples merged commit 6105a66 into master Mar 2, 2026
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@joepeeples joepeeples deleted the joepeeples/12956-trial-mgmt-hub branch March 2, 2026 19:55
rtrieu added a commit that referenced this pull request Mar 3, 2026
* add draft content & screenshots to Plan & Usage

* add note: self-service vs. sales-led trials

* Apply suggestions from Rosa's review

Co-authored-by: Rosa Trieu <107086888+rtrieu@users.noreply.github.com>

---------

Co-authored-by: Rosa Trieu <107086888+rtrieu@users.noreply.github.com>
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