You need to have administrative privileges in Kanbanize to be able to downgrade your subscription.
You can downgrade only Monthly (pay as you go) recurring subscription plans at any given time from your Payment Panel.
The downgrade of the Annual (pre-paid) subscription plan and the Monthly (annual commitment) plan is not supported until the commitment expiration date.
1. How to Downgrade your Subscription?
Step 1. To downgrade your subscription -> access your account and click on your avatar at the top right side of your board interface -> select Payment Plan from the menu.
Step 2: Click on the Change Plan button in your Subscription Plan Panel (img. 1).
The panel that opens (img.2) displays your current subscription details, namely:
- Current Subscription plan details
- Due Date
- Number of Licensed seats
- Selected Add-ons (if any)
- Number of Business Rules (if any)
- Total payment amount
Step 2: To downgrade -> select the number of users you wish to have in total after the downgrade.
Important: If you want to decrease the number of users and select a lower tier -> you first must delete or disable the users in your Kanbanize account that will no longer use the system in order to match the new number of licenses. Otherwise, you will get a notification message and the system will prompt you to do so.
If you want to deactivate the Add-ons: Business Rules/Analytics/Single Sign-on(SSO) & 2FA
-> uncheck the corresponding boxes.
Define the number of Business Rules you wish to have in total after the downgrade.
The new amount which is to be paid after the downgrade will be displayed under the Total Costs.
Step 3: In order to proceed to the payment and confirm the downgrade -> click on Next Payment Details.
Please make sure that your credit card details are up to date and click on Submit Payment (img.3).
Note: The new amount will be charged from your credit card on the next due date of your monthly subscription. The downgrade will be effective immediately upon submitting it in the Payment Panel.
After submitting the downgrade of your monthly recurring subscription, you will get a system confirmation message.