This article covers how administrators of enterprise accounts can manage account functions. If you are trying to upgrade your personal account to an enterprise account, see this article. The information in this article pertains only to enterprise accounts.
This article contains the following sections:
- Subscription Tab
- Licenses Tab
You complete the following procedures on the Subscription tab of the Settings & Integrations Screen.
How to Renew your Account
Your account renews automatically when your current subscription expires. If you haven't made any changes to the number of licenses or the billing information, the system uses your information on file to extend your current license. For example, if you currently have an annual subscription for 45 users, the system extends your subscription for the 45 users for another year on the renewal date.
How to Change your Billing Information
Click the Update Payment Details button on the Subscription tab to open a window where you can update the payment information. If you need help, contact firstname.lastname@example.org.
How to View Invoices
Click the View invoices button to on the Subscription tab to display a list of your invoices.
How to Cancel your Account
To start the cancellation process, click the Cancel my Subscription link that appears to the right of the renewal date. Canceling your subscription prevents the system from renewing on the renewal date. Your users will still have access to the account until the renewal date.
When you invite a new member to your account, you assign that member a license. If the member only performs managerial tasks and does not need access to the training content, they do not use up one of your content-access licenses. You have unlimited licenses for users who do not need content access.
For members who do need access to the training content, though, you assign content-access licenses. You have a finite number of content-access licenses that you purchased as part of your subscription. See Licenses and Roles for more information about the types of licenses.
You see your licenses on the Licenses tab of the Settings & Integrations Screen.
How to Increase or Decrease your Content-Access Licenses
Note on decreasing licenses: You can only decrease your number of content-access licenses by the number of unassigned licenses. For example, if you have 5 unassigned content-access licenses, you can decrease your number by up to 5. If you want to decrease the number of licenses by more than that, you need to remove members' content access. See Managing Members for instructions on how to change a member's content access.
When you reduce your number of licenses, the licenses you remove are deactivated as soon as you click Confirm Order. The prorated price of the licenses will be created to your account, and you will see it deducted from your next amount-due. You will not be charged until the next renewal date.
The procedure you use to increase or decrease your number of content-access licenses depends on the method you used to buy your subscription (see Options for Buying Cloud Academy Licenses):
- If you contacted sales, then you should contact your CSM to change your number of licenses.
- If you used the Buy Now option, the follow the steps in the following section.
Buy now customers can use the following steps to change the number of licenses in your account subscription:
- Click the Add more licenses button. Tip: Even though this button says "add," it is the right one to click even if you are reducing the number of licenses.
The License Selection & Payment step of the license wizard appears.
- Click the - and + buttons to the left and right of the number of Member Licenses to change the number. Click Confirm order when you are done.
Note: You can apply a coupon or edit your payment information from this screen as well.
- Confirm the order. If you need help, you can contact your CSM or email email@example.com.