Account & Billing Settings Video Overview

Video

Transcript

For account admins, managing your account and billing settings is pretty simple, but there are a few things we'd like to point out. 

For starters, DivvyHQ has two types of user seats, full users and reviewers. Each Divvy plan comes with an allotment of free reviewer seats. Additional reviewer seats can be purchased in buckets of 5. 

As you invite users to join your Divvy account, it's important to determine whether each user will be a full user seat or a reviewer seat. You can also upgrade and downgrade users as needed. To accomplish this, locate the user in the Team Members area, click View/Edit User and then you'll see a button at the top that will allow you to either upgrade or downgrade the user. 

This overlay also gives you the ability to give admin privileges to another user. Checking this box will allow this user to access and manage the account settings and billing features of DivvyHQ.

With your user seats configured, you can proceed with account activation. You have the option to upgrade or downgrade your plan level, specify the term of your contract and choose the number of full users and reviewers that you need. All of your changes will be reflected in the pricing table on the right. 

When you're ready to activate, click Proceed to Payment and then complete the Billing Information form. Clicking Save completes the activation process.

For existing customers who want to make changes to your account, like upgrading your plan level or adding users, this process is mostly the same. If we already have a credit card on file, your account changes will automatically be applied and the transaction will be prorated based on your previous subscription.

Lastly, if at any time you need to update your payment method (pause) or company information, that information can easily be modified from your Account Settings page. 

Thanks so much for supporting DivvyHQ and feel free to let us support you if you run into any trouble managing your account settings.