Step-by-step guidance
Who can do this: Subscription and billing changes require billing-administration permission.
Before you begin
- Current active-team-member count
- Authorized billing contact and organization details
- A review of limits and effective date
Steps
- Open Plan, billing and support and review subscription and usage.
- Compare the live package, period, allowances, and expected team size.
- Review total, tax context, effective date, and limit impact.
- Save the authorized change or contact Billing when review is required.
Expected result
The organization has a subscription decision based on current catalog and usage information.
Next action
Review access and usage after the effective date, especially before a downgrade.
Common problems
- Only active team members count toward allowance.
- Downgrades can restrict functions.
- Invoice payment needs a qualifying arrangement.