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User Manual · Chapter 15 — Your subscription and billing

15.3 Changing your plan — upgrades, downgrades, and protections

Switching is done from the Subscription tab: every public plan is offered with its terms in plain language, and confirming the switch is the whole task. The change takes effect immediately for access, and is priced from the next invoice — plan changes are never prorated, in either direction. The protections around it are the point of this section:

  • Modules are never stripped. If the plan you move to does not include a module your company already uses, that module stays available to you as a recorded add-on — grandfathered. A downgrade changes what you may start; it never takes away what you run.
  • Nobody is locked out by a downgrade. If your active users exceed the new plan's seats, everyone keeps working; you simply cannot add another user until you are under the limit again (§15.2).
  • Status is untouched. Switching plans never changes your subscription's standing — a suspended company that switches is still suspended until its bill is paid (§15.5). The switch itself is recorded in your subscription history either way.
  • Your price is protected. The price you first pay is locked for twelve months. After the lock, if the plan's list price has risen, your increases step up by at most 5% per billing cycle until they reach it — a price rise never lands on you all at once.

Only a company administrator can switch from the tab; the platform team can also change a company's plan from their console. Either way, the change — who made it, from what, to what — stands in the subscription's history (§16.5).

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