So you've found success with our limited Base plan, but need access to unlimited deals, templates and more? Here you'll learn how to quickly upgrade your plan depending on your level of permissions within your TransactIQ Workspace.

Looking to downgrade a plan? Jump to Section

Upgrading Your Plan: For Members of a Workspace (Non-Admin Users)

If you are a broker member of a workspace without ManageIQ access. Reach out directly to your Systems/Ops Admin to request an upgrade to your plan. ManageIQ Admins are the only ones currently allowed to manage billing and access for Organizational Workspaces that are covering the cost of user seats. (Individual users now have the option to self-pay for their subscription within a workspace organization as well )

If you're having trouble finding or contacting your systems Admin, please don't hesitate to reach out to our support team at: support@anthemiq.com or via the Intercom help icon in the bottom right corner of your screen and we can help point you in the right direction.

Upgrading Your Plan & Member's Plans: For Admins with ManageIQ Access to Manage Members

If you are an Admin for your Organization, you will have access to the Manage workspace in addition to Transact. Here you will have specific permissions to manage Billing and Members. It necessary to have valid payment information saved before you can begin upgrading users accounts. See below for how to do just that.

Step One: How To Add Your Payment Method

All Plans must have a valid payment method attached for the organization before members can be upgraded. If you have already added a valid Payment Method, proceed to Step Two.

Adding your payment info:

1. Head to the Manage workspace, which can be found by clicking your avatar in the switcher in the lower left of your screen.

2. In the Manage Workspace for your Organization, navigate to 'Manage Billing' in the left-hand menu. This will navigate you to a Stripe billing page with details of your current billing and plan costs.

3. Add your Payment Method and press Save.

4. Return to Manage with the 'Return to AnthemIQ' button.

Step Two: Upgrade One or More Members to Paid Plans

Click on 'Members' in the navigation menu inside your Manage workspace.

2. Select the member you want to change plan access for.

3. In the member's settings, go to the Access section.

4. Use the dropdown to select the new plan you'd like to that member to have.

If you're unsure which plan is needed, you can click 'Review Plans & Pricing' to view our most updated pricing options.

5. Press Save. The next step asks you to review the changes to your plan and confirm the selection and changes to billing.

6. Repeat for all necessary members.

Downgrading a Member's Plan

Need to make a change? We get it and we've made it easy to downgrade your plan at any time. The same steps apply for downgrading a member's plan as well as upgrading one.

If you're an Admin, be sure to communicate these changes to the members as these will affect access to premium features like custom branding, teams, templates, task workflows, and deal access more.

For additional support or help managing your organization's billing and plans, please feel free to reach us at support@anthemiq.com or using the intercom chat button in the lower right of the app.