So you've found success with our free 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. Need to downgrade? Learn how here.
Upgrading Your Plan: For Members of a Workspace (Non-Admin Users)
If you are a broker member of a workspace without Admin (ManageIQ) Permissions. Reach out to directly 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.
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.
Upgrading Your Plan: For Admins with ManageIQ Access to Manage Members
If you are an Admin for your Organization, you will have access to the ManageIQ workspace. 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 paid Plans must have a valid payment method attached for the organization before members can be upgraded. If you have already added a Payment Method, proceed to Step Two.
Adding your payment info:
1. Head to the ManageIQ workspace, which can be found by clicking your avatar in the switcher in the lower left of your screen.
2. In the ManageIQ Workspace for your Organization, navigate to 'Manage Billing' in the left-hand menu. This will take you to a Stripe page with details of your current billing and plans.
3. Add your Payment Method and click Save.
4. Return to ManageIQ 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 ManageIQ 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 what plan to select, 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
Downgrading a Member's Plan
Need to take a break? We get it and we've made it easy to downgrade your plan at any time. The same sets apply for downgrading a member's plan as well as upgrading one.
Depending on your level of access, follow the steps above to choose the free Base plan.
Simply visit a member's settings (located in the switcher) of ManageIQ and select a new plan. 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 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.