Subscription Management

• Accessing Subscription Management
• Subscription Plans Overview
• Upgrading Your Plan
• Downgrading Your Plan
• Billing and Payment
• Plan Limits and Features
• Frequently Asked Questions

Accessing Subscription Management

👤 Quick Access via Avatar

Managing your subscription is simple and accessible from anywhere in the system:

1. Locate Your Avatar

   • Look for your profile avatar in the top-right corner of any page
   • The avatar displays your initials

2. Click on Avatar

   • Click on your avatar to open the user menu
   • Select "Subscription" from the dropdown menu

3. View Current Plan

   • You'll be taken to the subscription management page
   • Your current plan and usage details will be displayed

{info} Admin Access Required: Only users with Admin privileges can access and modify subscription settings.

Subscription Plans Overview

🎯 Choose the Right Plan for Your Organization

The Audit Management System offers three flexible subscription tiers designed to scale with your organization's needs:

Upgrading Your Plan

⬆️ Seamless Plan Upgrades

Upgrading your subscription is straightforward and can be done at any time:

Upgrade Process:

1. Access Subscription Management

   • Click on your avatar → "Subscription"

2. Compare Plans

   • Review the available plans and their features
   • Identify the plan that best fits your needs

3. Select New Plan

   • Click "Upgrade to Business" or "Upgrade to Enterprise"
   • You will be taken to payment processing service webiste
   • Review the plan details and pricing

4. Complete Payment

   • Enter payment information (if required)
   • Confirm your upgrade selection

5. Immediate Access

   • Your account is upgraded instantly
   • New features and limits become available immediately
   • Previous data and settings are preserved

Upgrade Benefits:

• 🔄 Instant feature activation
• 📈 Immediate limit increases
• 💾 Preserved data and configurations
• 🎯 Prorated billing (if applicable)

Downgrading Your Plan

⬇️ Flexible Plan Downgrades

You can downgrade your plan at any time to better match your current needs:

Downgrade Process:

1. Access Subscription Management

   • Navigate via avatar → "Subscription"

2. Review Current Usage

   • Check your current usage against lower plan limits
   • Ensure you won't exceed new plan limitations

3. Select Lower Plan

   • Choose "Downgrade to Business" or "Downgrade to Free"
   • Review the changes in features and limits

4. Confirm Downgrade

   • Acknowledge any feature limitations
   • Confirm the downgrade request

5. Plan Change

   • Downgrade takes effect at the next billing cycle
   • You retain current features until the billing period ends

Important Considerations:

• ⚠️ Some features may become unavailable
• 📊 Data remains accessible but may have viewing limitations
• 👥 User accounts may need to be reduced to meet new limits
• 💾 Storage limits will be applied

Billing and Payment

💳 Transparent and Flexible Billing

Monthly Billing Cycle:

• All paid plans are billed monthly
• Billing date is set from your first upgrade
• Automatic renewal unless canceled
• No long-term contracts required

Payment Methods:

• 💳 Credit and debit cards
• 🏦 Bank transfers (Enterprise plans)
• 💼 Corporate invoicing (Enterprise plans)
• 🔒 Secure payment processing

Billing Management:

• 📧 Monthly email invoices
• 💾 Download billing history
• 🔄 Update payment methods anytime
• 📊 Usage tracking and monitoring

Cancellation Policy:

• ✅ Cancel anytime without penalty
• 🔄 Service continues until billing period ends
• 📱 Automatic downgrade to Free Plan
• 💾 Data retention according to plan terms

Plan Limits and Features

📊 Understanding Your Plan Limits

Plan limits are applied automatically based on your current subscription:

User Limits:

• Enforced when creating new users
• Existing users remain active during downgrades
• Automatic notifications when approaching limits

Storage Limits:

• File upload restrictions based on plan
• Automatic monitoring of storage usage
• Upgrade prompts when limits are reached

Feature Access:

• Immediate activation upon upgrade
• Graceful degradation during downgrades
• Clear notifications about feature availability

Performance Scaling:

• Enhanced performance with higher plans
• Priority customer service for paid plans
• Dedicated resources for Enterprise customers

Frequently Asked Questions

❓ Common Subscription Questions

Q: Can I change my plan multiple times? A: Yes, you can upgrade or downgrade as frequently as needed to match your organization's requirements.

Q: What happens to my data during plan changes? A: All your audit data, templates, and configurations are preserved during plan changes. Only access to certain features may change.

Q: How do billing cycles work with plan changes? A: Upgrades take effect immediately with prorated billing. Downgrades typically take effect at the next billing cycle.

Q: Can I cancel my subscription anytime? A: Yes, you can cancel your subscription at any time. Your service will continue until the end of your current billing period.

Q: What support is available for each plan? A: Free plans have basic support, Business plans receive priority support, and Enterprise plans get dedicated customer success management.

Q: Are there any setup fees? A: No, there are no setup fees for any of our plans. You only pay the monthly subscription fee.

🎯 Ready to Scale Your Audit Management?

Choose the plan that best fits your organization's needs and scale seamlessly as you grow. Our flexible subscription model ensures you always have the right features and capacity for your audit management requirements.

Need Help Choosing? Contact our team for personalized plan recommendations based on your specific audit management needs.