Your plan is the set of products your MSP subscribes to and the tier of each. This article covers activating products, starting and converting trials, upgrading or downgrading, and what each subscription status means.
Who This Is For
Activating or changing products requires the Owner or Admin role. Members cannot change the plan. Billing detail (cost) is visible to Owner and Finance.
Activating a Product
- Go to /billing/plans, or browse Products (
/products) / Discover (/hub/discover). - Click the product you want.
- Review the tiers and pricing.
- Click Activate to subscribe now, or Start trial if a trial is offered.
- If a payment method is required and none is on file, you are prompted to add one first.
- The product appears in the sidebar and the My Apps launcher within a few seconds.
Trials
Most products offer a 14-day free trial. During a trial the product is fully functional and no charge is collected. A countdown on /billing/trial shows days remaining. Some products (certain migration tools and add-on credits) require a payment method on file before a trial can start — the activation screen tells you when this applies.
Converting a Trial
- Go to /billing/trial before it expires.
- Click Upgrade next to the product.
- Choose a tier and billing interval (monthly or annual prepaid).
- Confirm. Billing starts at the end of the current trial.
If a trial expires without converting, the product is deactivated and disappears from the launcher; your data is retained for a grace period in case you reactivate.
Subscription Statuses
| Status | Meaning |
|---|---|
| Active | Paid and in good standing. |
| Trialing | In a free trial; no charge yet. |
| Past Due | A payment failed; dunning is in progress. |
| Canceled | Subscription ended. |
Upgrading or Downgrading
- Go to /billing/plans.
- Find the product and select a different tier.
- Confirm. Upgrades typically take effect immediately with a prorated charge; downgrades take effect at the next billing period.
Troubleshooting
"I activated a product but don't see it." Give it a few seconds and refresh; entitlement propagates to the launcher and sidebar shortly after activation.
"I'm an Admin and can't see the price." Pricing/cost is restricted to Owner and Finance. Admins can activate but may not see billing amounts.