Manage Plan Settings

If you have been assigned as Plan Admins, you can manage your plan settings. 

To manage your plan settings:

1. Click on your organization icon in the global navigation.
2. Select Organization Settings.
3. Click on the Plans tab to view all plan details

On this page, you can: 

• Upgrade your plan
• Add Plan Administrators
• Manage Contractor Address
• Add Notes for receipts

Upgrade your Plan

You can view, change or upgrade your plan at the Current Plan section by selecting the respective products that you would like to upgrade.  

Add Plan Administrators

Besides administrator, you can assign a normal member to become Plan Administrator. The Plan Admins can change the contract, download invoices, cancel the contract and add other plan admins. 

To add a Plan Administrator, on Plan Admins section:

1. Click Add
2. Select a member.
3. Click the Add button to finalize your update. 
   
   

Manage Contractor Address

Contractor address refers to your business entity details or personal entity details. These details will reflect in your receipt.

If the Billing Address is different compared to your contractor address, you can input more details by unchecking “Same as contractor address” box. 

Notes for Receipts

If your company has specific needs when it comes to invoicing, please add a note here. To change the notes: 

1. Click on Change in notes for receipts section.
   
   
   
2. Add in your notes and select Update to save.