Upgrading / Downgrading Your Plan

Upgrading

1. Navigate to Settings → Billing → Plan
2. Click "Upgrade" next to the desired plan
3. Review what's included in the new plan
4. Confirm — upgrade takes effect immediately
5. Billing: prorated credit for remaining current period applied to new plan

What Happens on Upgrade

• New limits take effect immediately
• All new features become available
• No data loss or disruption
• Billing adjusted from upgrade date

Downgrading

1. Navigate to Settings → Billing → Plan
2. Click "Change Plan" and select a lower tier
3. Review impact assessment:
   • Features you'll lose access to
   • Whether current usage exceeds new plan limits
4. If over limits, you'll need to reduce (archive contracts/vendors) before downgrade completes
5. Confirm — downgrade takes effect at end of current billing period

What Happens on Downgrade

• Access to higher-tier features continues until end of billing period
• At renewal: new limits enforced
• If over limits at renewal: read-only mode until you reduce usage or re-upgrade
• No data deleted — just access restricted

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