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Change # of Users on Subscription Plan
Change # of Users on Subscription Plan

Learn how to increase or decrease the number of users on the current subscription plan.

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Written by Jocelyn Gombos
Updated over 6 months ago

TABLE OF CONTENTS

I. Increase / Decrease # of Users from Subscription Dashboard

II. Increase / Decrease # of Users from the Subscription Page

I. Increase / Decrease # of Users from Subscription Dashboard

Note: the number of users can only be decreased if the new number is greater than the current active number of users.

The fastest way to change the number of users is directly from the Subscription Dashboard! Follow these steps:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. In the User Limits section, click - (if available) or + under Add/Remove Users to increase or decrease in increments of 5

    1. As + or - are clicked, a button appears describing the action being taken, such as Add 10 users

    2. Click the button to confirm

  3. Amount due is displayed in pop-up

    1. Click the Apply coupon button to enter coupon information if applicable

    2. Click Proceed To Checkout

  4. Click Next after filling in account details

  5. Verify that everything looks accurate

    1. Click Edit next to a section if updates are needed

    2. Click the Apply coupon button to enter coupon information if one has been provided or if it was not entered on the previous screen

    3. Click the box to agree to terms of service and privacy policy after reading them

    4. Click the Pay & Subscribe button

  6. The number of users for the organization's current plan is updated and the Account Holder is be notified by email

II. Increase / Decrease # of Users from Subscription Page

To change the number of users on the current plan from the Subscription Page, follow these steps:

  1. Click Subscription from the main menu panel to view the Subscription Dashboard

  2. Click the Change Plan button

  3. Click Add Users to Plan

  4. Change the number of users via the + and - signs on either side of the current number of users

    1. This can be edited in increments of 5

  5. Click the Choose Plan button

  6. Amount due is displayed in pop-up

    1. Click the Apply coupon button to enter coupon information if one has been provided

    2. Click Proceed To Checkout

  7. Click Next after filling in account details

  8. Verify that everything looks accurate

    1. Click Edit next to a section if updates are needed

    2. Click the Apply coupon button to enter coupon information if one has been provided or if it was not entered on the previous screen

    3. Click the box to agree to terms of service and privacy policy after reading them

    4. Click the Pay & Subscribe button

  9. The number of users for the organization's current plan is updated and the Account Holder is notified by email

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