Update Process Library Plan

Process Library Plans can be updated by the Billing Contact from the Billing page.

To update your Process Library plan you must first become the Billing Contact

  • All Process Library's automatically start on the Free Plan, which includes 5 free licenses and 30 process maps,  this can be updated by the billing contact at any time. 
  • To update your plan click on the Billing menu option in the Admin section of the menu on the left hand side of your screen.
  • This will take you to the Billing page which contains information about the current number of licences allocated.Screenshot 2023-12-19 at 10.32.43
  • From here you can:

Purchase a paid plan for the first time

  • If you have not purchased a plan before there will be a Buy Licences button on the right. Click this button to be taken to the purchase page.
  • On the purchase page click the Buy Now button for the plan you wish to purchase and you will be taken to a billing page outside of Process Library to complete your purchase.

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  • Once you have completed your purchase you will be taken back to the Billing page, which will display your current plan.

To change or update your billing details visit the billing portal. 

Upgrade or Downgrade your current plan

  • To upgrade or downgrade your plan click Change Plan, this will take you to the purchase page.
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  • You will be shown the immediate upgrade price for each plan if it is a higher plan and the monthly price for all plans. Click the Upgrade or Downgrade button for the plan you wish to purchase, you will then be taken to a confirmation screen. 

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  • If you have upgraded this will take place with immediate effect, if you downgrade this will come into effect at the end of the billing period. 
  • On the billing page you can view your current plan, new plan and cancel your scheduled downgrade. 

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To change or update your billing details visit the billing portal.