Once you’ve added a Plan to a User or Team, you are able to easily update or cancel this Plan at any time.

Haven't added a Plan to an individual user or a team? Learn how here.

To cancel a plan in the Plans tab:

1. Click on Plans

2. Click on All Plans

3. Search for the User or Team

4. Click on the three-dot menu on the right side

5. Click End

You can cancel a plan in the Users tab:

1. Click on Users or Teams from the left-hand menu

2. Search for the User or Team

3. Click on their profile

4. Click on Plans from the right-hand side

5. Click on the Plan you wish to cancel

6. Click on the trash icon on the top right-hand corner

Note: Optix will automatically generate a credit for the remaining Allowance and access if a Plan or Pass has been canceled partway through a billing period. Click here to learn more about how credits work in Optix. If you’d like to process a refund instead, you’ll need to manually complete this directly through your payment gateway. Click here to learn more about processing refunds.

Need more info on Plans?

Did this answer your question?