Manage plan & billing

Before you start

You must be an org admin or billing contact to access Manage Plan & Billing.

View or change your plan

1. Click into your organization, then click the ⚙ icon next to your organization's name, or click your initials icon in the top right.
2. Click Manage Plan & Billing under Organization Settings.
3. Review your current plan, seat count, and billing details.
4. Follow the on-screen options to upgrade or change your plan.

Plan actions

Plan Details shows your current plan, seat count, renewal date, and billing email. From here you can:

• Click Contact sales to change your plan to upgrade or modify your plan.
• Click Add payment method to add a card on file.
• Click Change billing email to update where billing emails are sent.
• Billing Address: Click Add billing address to add or update your billing address.
• View Invoices:Opens your invoice history in a new tab.
• Cancel subscription: Cancels your subscription. See the tip below before using this.

Tips and edge cases

• Do not cancel your subscription if you only want to change your team size or update your payment method, use the options above instead.
• If Manage Plan & Billing is not visible, you may not have admin access.

Related articles

• Manage organization users
• Manage organization profile
• Invite members at the organization level