Plan and Billing

Modified on Wed, Aug 6 at 3:12 PM

You can find this module at the Global level only.

The plan and billing screen is designed to clarify what you are paying for and how it’s distributed across the companies and assets in the portal. You will see which of the billing tiers you are currently in and what the total spend is.

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Table of Contents
Plan and Billing - Details
Plan and Billing - Toolbar Options
- Alerts
- Info
- Help Link
- Layout Settings
Get Support

Plan and Billing - Details

Access the Plan and Billing from the Settings category.

Current Plan

The plan you are currently under will be indicated with the ‘Current Plan’ title box.

Plan Changes

To change between the Standard and Premium plan, you can tap on the ‘Change to Standard’ or ‘Change to Premium’ button, depending on your Current Plan. This does require Admin level permissions. If you are using the Standard Plan, you can take advantage of the ‘Premium Trial’ option.

See our KB here regarding the Premium Plan modules: Overview

Plan Upgrade & Downgrade Policy

Upgrade Limit: One per Month
Customers can upgrade their plan only once within a billing cycle.

If a plan is upgraded and then downgraded mid-month, the downgrade will take effect the following month. The upgraded plan remains active until the current cycle ends.

Downgrade Limit: One per Month
Only one downgrade request is permitted per billing cycle.

Billing Summary

The billing summary will display the current count of Active Assets and the maximum count of assets for the current billing period. Note that these numbers may not always be in alignment. The system will automatically capture and use the maximum asset count for the billing period.

Billing Statistics

The billing statistics display a breakdown by company and assets to show you exactly where your assets are coming from and how they affect your total spending on billing.

Search or download the table data.

Plan and Billing - Toolbar Options

Alerts

View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.

Info

Tap here to view your V4 Getting Started Info.

https://cybercns.atlassian.net/wiki/x/MIDKfw

Help Link

Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.

Layout Settings

Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.

I prefer the Teal color, Light mode, and Classic layout with an asset table view.