Once you’ve added a Plan to a User or Team, you are able to easily update this Plan at any time.
Haven't added a Plan to a user or a team? Learn how to add a Plan to an individual user or team here.
To edit an existing plan:
1. Click on Plans
2. Click on All Plans
3. Search for the User or Team
4. Click on the User or Team
5. Click on the Edit icon on the top right-hand corner
6. Click Update Plan after making changes to the Plan
Note: Changes to payments and/or Allowance will take effect the next time they renew. The summary section on the top right will show the date when the changes will take effect. |
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