Overview

This article provides a walkthrough for how to manage and update your DivvyHQ account settings. 

The Divvy Details

The Account Overview interface provides everything you should need to activate your account, upgrade or downgrade your account, and manage your billing information. If you need help performing any of these tasks, please contact DivvyHQ support at 1-877-573-4889 x2 or submit a support ticket at http://divvyhq.com/support/.

Activating Your Account

When you're ready to activate your DivvyHQ trial account, go to the Account Settings area and follow these steps:

1. Make sure your User count is accurate. You can check this by going to the Cost Breakdown section on right side of the Account Settings page, it will tell you how many Users and Reviewers you have. 

You can adjust your quantity by adding or removing people in the Team Members section of the platform.

2. Click “Edit Plan” to the right of the Plan Details section of the Account Settings page. Choose which plan you want and your Contract Term, and click “Save”.


3. Click the green Activate Account button and you’re all set!

This will trigger the Account Activation overlay, which allows you to confirm your payment method, credit card details, billing email address (for receipts), and cost breakdown. If all that looks good, click Activate to finish the transaction. 

Managing Your Billing Address and Billing Email Address

If you happen to change office locations or need to update the email address to which invoices and statements are sent, click the Edit Account button in the Account Overview screen. This will display a simple overlay for updating these details.

DivvyHQ Account Cost Breakdown

Based on your DivvyHQ plan level, current number of user seats (full users and reviewers) and any applicable discounts, the right side of the Account Overview interface will display your cost breakdown with all appropriate line items.