Upgrade to Different Business Plan

If your business changes or you need more features, you can upgrade plans. The easiest way to do this is to use the Upgrade tab in the admin center. However, using the Upgrade tab is not supported in all situations. In some cases, you might be able to change plans manually.

Using the Upgrade Tab

Using the Upgrade tab will take you through the process of purchasing a new plan. All users are automatically assigned licenses in the new plan and your old plan is canceled for you.

1.      Select the subscription you want to update.
2.      On the Subscription Details page, select Upgrade.
3.      Find the plan that you want to upgrade, and then select the Upgrade button.
4.      Enter the number of licenses you need, choose whether you want to pay monthly or for the whole year, then select Proceed to Checkout.
5.      On the next page, review the address sold to, the information billed, and the items in that order. You can change the default payment method in this step. If you need to make changes, select Change next to the appropriate section.
6.      When you're done, select Place order.
7.   When you finish checking out, it may take a few minutes for the upgrade to complete. You can start using your new subscription right away. Select Check upgrade status to check the status of the upgrade. You will be notified when the upgrade is complete. The notification will appear on the Your Products page next to your new subscription.

The Upgrade tab is blank

If the Upgrade tab is blank, you will see an explanation of why you cannot upgrade at this point. You can try changing plans manually. For more information, see Why can't I update plans?

When you use the Upgrade tab, you will see the plans to upgrade to base on the services in your current plan. You can only use the Upgrade tab to upgrade to a plan with the same data related services or to a higher version. This will ensure that users will not lose any data related to these services during the change.If you want to switch to a plan with fewer services, you can change plans manually or get help for help.

I just want to update some of my users. How do I do that?

If you just want to upgrade some users to a different plan but need to purchase the new subscription first, see Change Plans Manually. If you already have the subscription that you want to upgrade users to, see "Migrating Users to Another Subscription."

Why some changes take longer

Number of Assigned Users: If you have a large number of assigned users, it will take longer to upgrade to get you on the new plan.

Credit checks when changing plans: If you pay by invoice or reach a certain cost level, a credit check may be required. A credit check can take up to two working days. Users have full control over the current plan until you plan them into the new one. You will receive a notification when a credit check is required.

Why can't I update plans?

If you don't see any plans on the Upgrade tab, it means your plan cannot be upgraded automatically. In some cases, you might be able to fix the problem to see plans that are available to upgrade, or you might be able to manually upgrade or change plans instead.