Within Teamwork Desk, you can switch between subscription plans via your billing settings.
Click your profile icon in the top right corner of your site, and select Settings from the dropdown menu.
Note: Only site administrators can access and manage the subscription settings.
In the Settings area, go to the Billing tab.
At the bottom of the Subscription Summary section, click Change Subscription.
You will be brought to the checkout page where you can see your plan options and choose between monthly and annual billing. Click the Show lower plans option below the visible plans to see your other available plans.
Below the price plans, you can also add additional Help Docs sites to your subscription.
Click the green Add Payment Details button in the bottom right to proceed to the team size selection and payment.
At the top of the screen, you can use the users required dropdown on the left to update the number of users you want to be included in your subscription.
You will need to enter your total team size (both existing and additional users), not just the new users. For example, if you have 5 users and are looking to add 3 more, you will need to set your team size as 8.
Note: You will only be charged for the additional users you are adding.
Below the team size selection, you can enter your payment information, contact details, and billing address. At the bottom of the screen, you can enter a tax number if applicable, and also choose whether to make the invoices out to the account name for your site or enter in a different reference.
On the final page, you can review your subscription details. At the bottom of the order summary, you can:
- Allow non-administrator users to add new paid users to this subscription (optional).
- If you decide in future to enable/disable this setting, you will need to navigate through the checkout process again, only changing that individual setting.
- As long as no other changes are made to your subscription settings (plan, billing cycle, user count) no charges will be made when you update the setting.
- Enter a discount code (if applicable).
Click Purchase subscription to complete the payment.
For more information, see: Viewing Your Subscription Invoices and Payments