Your plan page

The Plan tab shows what your company's plan includes and how much of it is in use. It is read only: plan changes are made by Solmex. For what each plan offers and how the trial works, see Plans, the free trial and seats.

#Before you start

• You need Settings: View.
• Open Settings and go to the Plan tab. The General tab also shows your plan and status, with a link here.

#Read the page

#Current plan

The plan's name and its status:

#Limits

Each limit shows how much is in use against the plan's figure, or unlimited. Only full seats count: work requesters are free and unlimited. A label beside a figure says where it comes from: plan when it is the plan's own figure, agreed when it was agreed for your company, default otherwise.

If you are over a limit, the page says "Over the plan limit. Nothing has been removed; new additions are refused until you are back under it."

#Modules

Every module, marked Included or Not included. Modules not on your plan are listed too, so you can see what moving up would add. A module that is not included shows a lock in the sidebar for anyone whose role would otherwise allow it.

#Read-only mode

When the status is Payment overdue or Cancelled, a banner says the system is read only. Your data is safe: everyone can still open every record and export their data, but nothing new can be saved until the account is back in order.

#Rules worth knowing

• Nothing is ever removed for being over a limit or outside your plan. A locked module keeps its records, and they reappear when the module is included again.
• To change your plan, add seats or unlock a module, contact us from the pricing page. Nothing on this page can be edited.
• Seats are managed per user: see Disable, re-enable and seats.

#Troubleshooting