Plan, Payment, and Invoices

Subscription management lives under Administration > Account. These screens are visible only to users with subscription permissions.

Plan and Payment

Administration > Account > Plan & Payment opens the Payment Terms page:

• Subscription Plan - Shows your Current User Count, File Storage, Current Plan, and Account Status. To change plans, choose one under Select a New Plan and set your User License Count (it can’t be lower than your current user count). The View Pricing Descriptions link opens the current pricing details

• Peer Insights - An optional toggle that opts your account into cross-company benchmarking. It’s included with your subscription at no extra charge

• Billing Address and Credit Card - Your billing details. Address 1 and Postal Code are required, along with the card fields (Name on the Card, Credit Card #, Expiry Month, Expiry Year, Security Code). Click Save Changes (or Subscribe, if you’re on a trial) to apply

• Cancel Account - The Delete This Account button permanently removes your process templates, task history, and users, and cancels any paid subscription. This can’t be undone

The AI Strategist is included

There’s nothing to turn on and no separate charge. The AI Strategist works for every account with an active subscription or a trial in progress. If a subscription stops being current, its analysts pause and your Focus Areas and AI Daily Briefing pages say so; everything resumes once billing is settled.

Invoices

Administration > Account > Invoices lists every invoice with its Number, Date, Status, Amount, and amount Due. Click an invoice to open it in a new browser tab, where you can view and download it.