How do I upgrade my account?

How do I upgrade my account? - Orangedox Help Post

This guide walks you through how to upgrade your Orangedox account. You’ll learn who is allowed to upgrade, and what happens to your existing subscription.

Open the Upgrade Window

Use the upgrade link to open the account upgrade screen.

This takes you to the page where you can review available upgrade options for your account.

Who can Upgrade

Only the account owner can upgrade your account, if you’re a regular admin, you will not be able to complete the upgrade yourself.

What happens to my current subscription?

Your unused subscription time will be pro-rated towards your new subscription. Also your billing cycle will stay the same as your original subscription.

What plans can I upgrade to?

You can upgrade your plan based on your current billing cycle

  1. Monthly to Yearly upgrades are supported
  2. Yearly to Yearly upgrades (to a higher plan) are supported
  3. Downgrades can be requested via support@orangedox.com
  4. Yearly to Monthly are not supported

What happens to your current subscription if you cancel?

Your current subscription is canceled immediately once the upgrade is applied.

This means

  1. All active share links (including Data Rooms, Shared Files, and Published Files) are disabled
  2. Access to previously shared content is disabled

It’s recommended to only cancel your subscription once you’re not in need of Orangedox services.

Best Practices

  1. Confirm that you are signed in as the account owner before trying to upgrade.
  2. Review the available upgrade options carefully before confirming the change.
  3. Your unused subscription time will be pro-rated towards your new subscription.

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