Within Teamwork Desk, you can switch between subscription plans via your billing settings.

Change your subscription plan

🔑 Site administrators can manage subscriptions and update billing information.
  1. Click your profile icon in Teamwork Desk's main navigation menu.
  2. Select Subscription.


     
  3. Click Change subscription.


     
  4. Click Select on a different plan to switch plans before also changing the number of users.



     
  5. Update the Users field with the total number of users you want to be included in your subscription going forward. Enter your total team size (both existing and additional users), not just the new users.
    📝 Ex. If you have 8 paid users and want to add 2 more, set your team size to 10. Likewise, if you have 15 users and want to remove 3, set your team size to 12. The same applies to the additional Help Docs sites in your subscription.
  6. Review and update your plan type, billing cycle, and number of additional Help Docs sites as necessary.
  7. Review your card information, contact details, and billing address and update as necessary.
  8. Check the I have a tax number (VAT no) box under the order summary (if applicable). What’s VAT? It’s a type of tax. The United States doesn't have it, so it might not sound familiar.
     
     
  9. Click Continue.
  10. Review your order summary. This summary includes your new subscription total going forward as well as the amount due now which covers the changes currently being made to your subscription. This is the prorated amount that will be charged immediately to cover the remainder of your current billing cycle.
  11. Check the Terms of Service and Privacy Policy box. 


     
  12. Click Purchase Subscription.

When you make adjustments to your existing subscription:
  • At checkout, you are charged (or credited) a prorated amount, for the remainder of the current billing period, for any additions (or reductions) made (paid seats, add-ons, plan changes).
    • Your new subscription total is also listed. That will be your new renewal amount going forward.
  • Your Teamwork Desk site is updated immediately with the selected paid seat count, subscription plan, and corresponding feature set.

📧 If you need help choosing the plan that best suits your needs or wish to upgrade to the Enterprise plan you can choose the Contact Sales option to request our sales team to reach out to you.