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How do I see my plan and upgrade it?

Check your plan, its state and renewal date, then go to the customer portal to change it.

You will have seen what your install includes, and started a change in the customer portal.

Before you start

You need the plan-and-billing view permission, which the Admin role has. The upgrade links work only if this install is connected to LogaTech.

Steps

  1. Open Plan & Billing.
  2. Read the plan name, the state badge, the credit allowance, the included modules and the renewal date.
  3. To change the plan, use the monthly/yearly switch to compare plans, then press the upgrade button on the one you want. Use Buy more credits for credits.
  4. Finish in the customer portal that opens.

What you will see

The portal handles the change and the payment. Back here, the page reports the new plan.

If something goes wrong

  • The buttons are disabled with a "not connected" note when this install is not connected to LogaTech.
  • After the renewal date passes you have 7 days of grace in which nothing is blocked; after that the paid features are suspended.
  • A plan with no renewal date is permanent and shows no plan list.

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