Administration & billing
Upgrade and downgrade rules
Check same-plan, employee-limit, and frozen-account restrictions.
What this does
Check the restrictions that apply to both upgrades and downgrades before checkout.
Steps
- Open Change Plan in Plan & Billing. The current plan is disabled; a same-plan change is rejected.
- Compare Employee usage with the target's employee allowance. A downgrade is rejected if your current employee count exceeds the target plan's limit; use Contact Sales for help.
- Choose another eligible public paid plan. Frozen accounts with outstanding bills must settle them first. An ended trial with no amount due can still choose a paid plan; negotiated/private plans require contact rather than self-service.
Result
An eligible change still requires a quote and successful payment settlement before the plan and entitlements change. There is no self-service switch to a free plan in this selector.
Related/Next guide: Employee and seat limits.
Related articles
- Employee and seat limitsRead employee usage, plan capacity, and minimum billing.
- Failed payments, unpaid bills, and frozen accountsResolve pending confirmation or unpaid bills and understand Account on hold.
- Contact Sales and private plansRequest custom pricing or changes to a negotiated private plan.