Upgrading or downgrading your plan
This article shows organization admins how to move between Starter, Essentials, Advanced, or Enterprise, what proration to expect, and which features change immediately versus at renewal.
Before you begin
- Sign in as an Organization Admin with billing rights.
- Have a payment method ready for upgrades. Downgrades may require you to resolve usage that exceeds the lower plan’s limits (for example automation runs or workspaces).
Steps
- Open Organization -> Billing or Plan & billing in the web app.
- Click Change plan, Upgrade, or Manage subscription.
- Compare tiers on the screen or open Plan comparison in another tab.
- Select the target plan (Essentials, Advanced, or Enterprise flow) and billing interval monthly or annual if both are offered.
- Read the order summary showing today’s charge or credit, tax, and the next renewal date. This is the proration estimate from the payment provider.
- Confirm purchase for an upgrade. Payment posts immediately in most cases; higher limits unlock as soon as the subscription updates.
- For a downgrade, choose the lower tier and read whether it applies now or at the next renewal. Confirm if prompted.
- After downgrading, open Automations, Workspaces, and Reports settings and reduce usage that exceeds the new caps to avoid blocked actions.
- Download the latest invoice from Billing -> Invoices so finance has a record of the plan change.
What to expect after
Upgrades add features such as unlimited reports on Essentials, multiple workspaces and AI tooling on Advanced, and enterprise controls on Enterprise — see the comparison table for your contract. Downgrades may remove access to advanced automations, AI features, or extra workspaces; users keep historical data unless a feature explicitly deletes it. Proration lines appear on the next invoice when mid-cycle changes apply; exact amounts match what you approved on the checkout screen.