Upgrade, change or cancel your plan

Who can change it

Only an owner. Administrators can do everything else, including managing members, but not spend the organisation's money.

If you hit a paid feature and cannot upgrade yourself, the screen offers Ask an owner to upgrade. That emails your owners, and emails you back the moment the plan actually changes, so you do not have to keep checking.

Cancelling

Cancelling is confirmed in the app before you are sent to the payment portal, because a warning shown only on the portal side is a warning you would never see. The confirmation names exactly what changes and offers to generate a final evidence pack first.

After cancelling:

• Everything you have created stays. Nothing is deleted.
• The register keeps working, within the Free limit of 25 open improvements across the organisation.
• The review engine and corrective-action features stop.
• Evidence packs you already generated stay downloadable, indefinitely. Generating new ones stops.
• Extra workspaces stay open and readable. Your plan includes one; the ones you already have are not taken away.

Getting back under the limit

If you land over 25 open improvements, use Select items to archive on the register's list view. Archived items stay readable and stay in your evidence packs — they simply stop counting.