You need to have administrator privileges to be able to upgrade your subscription.
You can upgrade your subscription from your Payment Panel, at any given time by changing your subscription plan; increasing the number of your licensed seats (adding extra users) or purchasing additional features (Analytics, Business Rules, Single Sign-on and Two-factor Authentification, Premium Services).
Click on your username at the top right corner of your screen to open your Account Menu -> select Payment Plan.
Depending on your type of subscription (Monthly or Annual Subscription), there are two options:
1. Upgrade Monthly Subscription
Click on Change Plan.
The Payment Panel reflects your current subscription. In this panel, you can see which subscription plan and how many users you have and which features are included. The Total Costs amount shows the current amount which you are paying.
To upgrade -> Select Annual subscription or/and increase the number of users you wish to have in total after the upgrade. To add the Analytics; Business Rules; Single Sign-on & Two-factor Authentification or Premium Services (Note: The Premium Services are for free for annual subscriptions) - tick the corresponding checkbox.
Define the number of Business Rules you wish to have in total after the upgrade from the dropdown list.
The number shown in Total Costs reflects the new amount which is to be paid after the upgrade (e.g. you have changed from monthly to annual subscription and increased the number of users).
Click on Payment Details -> update your credit card details if needed and click on Submit Payment to confirm the upgrade.
Note: The extra features will be available to your account immediately upon submitting the upgrade, but your credit card will be charged on the next due date of your subscription.
2. Upgrade Annual Subscription
Click on Update Plan.
If you are subscribed on an annual basis, the amount shown in Total Costs will be $0.00, as the payment has been made upon subscription. You can view which Add-on features you have (they are checked).
To upgrade -> Select the number of users you wish to have in total after the upgrade. To add the Analytics; Business Rules; Single Sign-on & Two-factor Authentification features - tick the corresponding checkbox.
Define from the dropdown list the number of Business Rules you wish to have in total after the upgrade.
The number shown in Total Costs calculates the amount, which is to be paid for the additional features and/or users for the leftover period of your subscription. (e.g. you wish to add 10 users and the SSO & 2FA and you have 8 months until your yearly subscription expires: the Total Costs amount will show the price which is to be paid for the remaining 8 months of your subscription).
Click on Payment Details -> select a payment method (credit card or bank transfer); update your credit card details if needed (in case that the payment is made by credit card) and click on Submit Payment to confirm the upgrade.
Note: The additional features will be available to your account immediately upon payment submission.
After submitting the upgrade of your monthly or yearly subscription a confirmation message will be displayed on your screen.
The system will notify you that your subscription renewal has been successful.
Note: If you are subscribed to one of the old Kanbanize pricing plans (e.g. Team, Group, Organization where the price is per user/a group of users or based on the number of events in the account), your Payment Panel interface will be different compared to the screenshots above. In this case either follow the described steps or contact firstname.lastname@example.org to downgrade your subscription.