Managing your subscription
Upgrade, downgrade, or cancel your plan, and manage payment through the customer portal.
Changing your plan and managing your subscription happen on the Upgrade page. Both are limited to admins.
Changing your plan
The Upgrade page shows the plans as cards, with your current one marked. Pick a higher plan to get more room, or a lower one if you need less.
- Upgrading from the free plan takes you to a secure checkout to set up payment. Your company and address details are filled in from your organization to save you typing.
- Changing between paid plans applies the new plan to your existing subscription. You do not go through checkout again.
Downgrading needs room under the new limits
A lower plan has lower limits. If you are already over what the smaller plan allows, for example more users than it permits, reduce your usage first. The Usage page shows where you stand.
The customer portal
For a paid subscription, admins get a Manage subscription button that opens the customer portal run by our payment provider. From there you can update your card, see invoices, and cancel.
Payments are handled by the provider
Card details live with the payment provider, not in this app. Anything to do with payment, updating a card, downloading a receipt, cancelling, is done in that portal.