User Plan Change

The User-Level Plan Change feature allows authorized administrators to change the subscription plan assigned to an individual user without changing the plan for the entire organization

The following users can change a user's plan:

  • Account Owner
  • Organization Admins assigned the Billing Admin permission

Steps to Change a User's Plan

  1. Navigate to the "Users" page in Settings
  2. Click on the plan of the respective user in the "Plan" column
  3. Choose the plan from the dropdown
  4. Click on 'Request Change"
  5. Select the Requests tab
  6. Locate the plan change request and click the Actions icon
  1. Choose Accept or Reject
  1. Select Accept to proceed with the plan change, or Reject to decline the request.
  2. If the request is accepted, you will be redirected to the Payment page.
  3. Review the payment details carefully and complete the payment.
  4. Once the payment is successfully completed, the plan change will be reflected



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