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Feature Sets: Control Company Availability

Feature Sets decides which groups of Spotto capabilities a company receives. It comes before user permissions: a role can't grant access to a feature the company doesn't receive.

Open a company and go to Settings -> Feature Sets. View access lets you inspect each set's state and where it comes from. Manage access lets you change and save overrides.

How a feature set is decided​

Spotto starts from the system default, then applies each company's override from the top of the hierarchy down to the selected company.

Example for Security Recommendations: enabled by default, no override at Northwind, Bronze Plan restricts it for company users, Contoso allows it for everyone. Contoso company users are restricted by Bronze Plan; Northwind administrators viewing Contoso have it enabled. Rules: the nearest Allow or Deny wins; a Restrict is final for the restricting company and everything below it; a decision only counts for the audience it applies to.Example for Security Recommendations: enabled by default, no override at Northwind, Bronze Plan restricts it for company users, Contoso allows it for everyone. Contoso company users are restricted by Bronze Plan; Northwind administrators viewing Contoso have it enabled. Rules: the nearest Allow or Deny wins; a Restrict is final for the restricting company and everything below it; a decision only counts for the audience it applies to.

Choose an override​

Default uses the decision above and can still be changed below. Allow turns the set on for this company and companies below unless they choose Deny. Deny turns it off unless companies below choose Allow, and shows it as Hidden, Teaser or Promo. Restrict turns it off for this company and every company below, and they can't change it.Default uses the decision above and can still be changed below. Allow turns the set on for this company and companies below unless they choose Deny. Deny turns it off unless companies below choose Allow, and shows it as Hidden, Teaser or Promo. Restrict turns it off for this company and every company below, and they can't change it.

Applies To sets the audience for an override: Everyone, Company users or Parent administrators. Use the narrowest audience that fits.

For Deny, choose how the feature appears: Hidden, Teaser (a non-actionable preview) or Promo (availability information). Teaser and promo never grant data or actions; the server still decides access.

A row restricted by a parent stays in its normal position, muted and marked Restricted by company. It's read-only here. The tooltip names the company where it can be changed.

Run plan tiers​

Example: Northwind has Bronze, Silver and Gold plan companies. Bronze restricts Security and Compliance Recommendations for company users, Silver restricts Compliance Recommendations, and Gold restricts nothing. Customers sit under a plan with Company-managed Feature Sets off. To upgrade Adatum, move it from Bronze Plan to Silver Plan.Example: Northwind has Bronze, Silver and Gold plan companies. Bronze restricts Security and Compliance Recommendations for company users, Silver restricts Compliance Recommendations, and Gold restricts nothing. Customers sit under a plan with Company-managed Feature Sets off. To upgrade Adatum, move it from Bronze Plan to Silver Plan.
  1. At each plan company (for example Bronze, Silver, Gold), Restrict the feature sets that tier leaves out. Apply it to Company users so your own team keeps the full view of every customer.
    • Restrict Branded Reporting for Everyone instead: your team produces the reports, and templates are inherited from parent companies. Without it, reports use the standard layouts.
    • Restricting API & MCP Access also stops that customer's existing API keys and Spotto MCP connections. API keys and MCP now belong to this independent set. If you previously excluded them through Connectors and Access, restrict API & MCP Access separately to retain that choice.
  2. On each customer company, keep Company-managed Feature Sets off, so customer administrators can't manage feature sets themselves.
  3. To upgrade or downgrade a customer, move it under another plan company in Company Hierarchy. Don't add customer-specific overrides.

Recommendation Categories​

Hidden categories are removed from the Recommendations list, chart, search and export, direct links, Dashboard tiles and strengths chart, recommendations on resources and subscriptions, Secure Score and Advisor scores for hidden categories, savings when Cost is hidden, and AI chat. They don't control page access or role permissions, and Trend Tracker and Reports history stay whole-subscription.Hidden categories are removed from the Recommendations list, chart, search and export, direct links, Dashboard tiles and strengths chart, recommendations on resources and subscriptions, Secure Score and Advisor scores for hidden categories, savings when Cost is hidden, and AI chat. They don't control page access or role permissions, and Trend Tracker and Reports history stay whole-subscription.

Six sets, one per category (Cost, Performance, Reliability, Security, Compliance and Operational Excellence Recommendations), control which recommendations people see on the pages they can already open. Each starts enabled, and with all six on, recommendations look exactly as they did before these sets existed.

They're independent of the page feature sets. Denying Security and Governance hides the Security page but not Security recommendations, so deny Security Recommendations as well to hide those.

Save changes​

  1. Check the row's Effective State and Source (Default, This company or a parent).
  2. Choose the Company Override, then Applies To, and for Deny the presentation.
  3. Select Update to save every pending change, or Cancel to discard them.

Access refreshes once the update is saved.

Change history​

The Change history tab lists every override change: the feature set, the action, who made it, when, and the before and after values. Entries can't be edited. Older lock and unlock events still appear, but there's no longer a lock control. If history doesn't load, select Retry rather than reading the table as empty.

Kanban Board​

Kanban Board is its own feature set. Turning off Cost Optimization doesn't affect the tracked-recommendations board, and turning off Kanban Board doesn't affect recommendations or cost analysis.

Troubleshooting​

What you seeLikely causeWhat to do
A row is restricted and can't be editedA parent company restricted itCheck Source, then change it at that parent if descendants should have it
Every control is read-onlyYour role can view feature sets but not manage themAsk an administrator to review your role in Users
A feature set is enabled but a user still can't open the featureTheir role lacks the action, their scope doesn't include this company, or they're outside the Applies To audienceTrace it in Portal Access and Permissions