Managing Account and Subscription

Permissions required

Agents must have an admin role to access subscription details and billing information.

Accessing billing and plan settings

To manage the subscription:

1. Click on the waffle icon in the upper-right corner
2. Select Account administration from the menu
3. Navigate to Account > Billing & plan

Available billing management options

The Billing & plan page allows admins to:

• Change help desk ownership
• Review the current subscription plan and renewal date
• Update payment methods
• View and download past statements and receipts
• Change the plan or billing cycle
• Update billing contact information