Skip to content

Manage Subscription

Overview

Manage your subscription to view current plan details, upgrade to higher plans, monitor credit usage, and access billing portal for your organization.

Accessing Subscription

Navigate to Subscription from the left sidebar menu to access subscription management features.

Subscription Page

Subscription Panel

The subscription panel displays your current subscription status and available options.

Subscription Information

The subscription panel shows:

  • Organization selector to switch between organizations
  • Current subscription plan and credit allocation
  • Current period with billing cycle dates
  • Subscription status (active/inactive)
  • Current available credits remaining in your account
  • Credits usage tracking with date range selection
  • Total credits used by everyone and individual usage
  • Upgrade button to change your plan

Subscription Panel

Plan Management

Manage your subscription plans and upgrade options through the subscription interface.

Selecting Organization

Before managing plans, you can select which organization's subscription you want to manage using the organization dropdown.

Select Organization

Upgrading Your Plan

To upgrade your subscription plan:

  1. Click Upgrade: Click the "UPGRADE" button in the subscription panel
  2. Select New Plan: Choose from available plan options in the upgrade modal
  3. Review Selection: Confirm your new plan selection and credit allocation
  4. Update Subscription: Click "Update my subscription" to complete the upgrade

Subscription Upgrade

Available Plan Options

The plan selection interface shows different credit allocation options:

  • 6 credits / month: Standard plan for regular usage
  • 18 credits / month: Enhanced plan for higher usage needs

Plan Selection

About Credits

Credits are tied to your organization. They're used each time someone builds a report in a case under your organization.

Billing Portal

To manage your payment information and billing details, you can access the external billing portal.

Changing Credit Card Information

To update your credit card information:

  1. Access Billing Portal: Click the "billing portal" link at the bottom of the subscription panel
  2. External Portal: You will be redirected to the secure billing portal where you can manage your payment methods
  3. Update Payment Details: Add new credit cards, update existing payment information, or change your default payment method

Billing Portal

The billing portal provides a secure environment to manage all payment-related aspects of your subscription, including credit card updates, billing address changes, and invoice management.