How To Change Plans for a Team Member
Note: The following steps do not apply to directly-purchased accounts. Enterprise Team Admins should please contact their Customer Success Manager for assistance.
- Visit the Team Management Page on your Account
- Click 'Manage Team'
- Select the desired plan from the drop-down menu.
- Confirm your selection to complete the change.
- Purchase New Plan
1. Visit the Team Management Page on your Account
Click your initials in the top right-hand corner of your page. Within the dropdown menu, select 'My Team'
The direct link to your Team Management Page is HERE
2. Click Manage Team
3. Click the Down Arrow to View Plans
Next to each team seat, you will see a down arrow appear when hovering. Click the down arrow to view available plans.
4. Select Desired Plan
Select the desired upgrade or downgrade plan for each team seat you would like to update.
**To update the plans for the entire team, each team seat must be updated individually by following Steps 3 & 4 outlined in this help article.
5. Purchase New Plan
Once all team seat plans have been updated, you can now purchase the new plan by clicking 'Purchase Team Plan'
⚠️ When upgrading your team seats mid-credit cycle, each seat will receive prorated lookup credits based on when you make the change during the team's normal billing cycle. The charge will be reflected on the next billing invoice.
When Downgrading your team seats, the downgraded plan will take effect on your next billing invoice.