{"id":38025,"date":"2021-11-26T14:21:50","date_gmt":"2021-11-26T19:21:50","guid":{"rendered":"https:\/\/team.centrix.one\/?post_type=docs&#038;p=38025"},"modified":"2024-05-06T09:12:23","modified_gmt":"2024-05-06T13:12:23","password":"","slug":"how-do-i-manage-my-plans","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/users-permissions\/how-do-i-manage-my-plans\/","title":{"rendered":"How do I manage my plans?"},"content":{"rendered":"\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Permission required<\/p><p>To manage your plans, your user must be the owner of the CentrixOne account.<\/p><p>If necessary, please refer to the following guide: <a href=\"\/en\/faq\/users-permissions\/how-can-i-identify-the-owner-of-my-centrixone-account\/\">How do I identify the owner of my CentrixOne account?<\/a><\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Plans<\/p><p>In CentrixOne, you can subscribe to 3 types of plans: <strong>Essential<\/strong>, <strong>Pro<\/strong> and <strong>Growth<\/strong>. A plan can give access to several users. You need a plan to activate a user.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Add a payment method<\/p><ol class=\"faq\"><li>Click on the <span>Settings<\/span> module<\/li><li>In the <span>Users<\/span> view, click on the <span>Manage plans<\/span> button<\/li><li>Click on <span>Payment methods<\/span><\/li><\/ol><p>If you don&#8217;t have a credit card, please email <a href=\"mailto:sales@centrix.one\">sales@centrix.one<\/a> for assistance.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Add a plan<\/p><p>To speed up the process, remember to set up a payment method for your CentrixOne account beforehand.<\/p><p>To add a plan:<\/p><ol class=\"faq\"><li>Click on the <span>Settings<\/span> module<\/li><li>In the <span>Users<\/span> view, clic on <span>Add plan<\/span><\/li><\/ol><p>If you already have all plan types (<strong>Essential<\/strong>, <strong>Pro<\/strong> and <strong>Growth<\/strong>), the <strong>Add plan<\/strong> button will not offer you any options.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Modify the quantity of a plan<\/p><p>Before proceeding, please ensure that you have set up a payment method for your CentrixOne account.<\/p><p>To change the number of accesses available for a plan:<\/p><ol class=\"faq\"><li>Click on the <span>Settings<\/span> module<\/li><li>In the <span>Users<\/span> view, click on the <span>Manage plans<\/span> button<\/li><li>Click on the plan type<\/li><li>Click on <span>Modify plan<\/span><\/li><li>Select or enter the new quantity<\/li><li>Click on <span>Update plan<\/span><\/li><\/ol><p>If your account does not have a payment method, the <strong>Update plan<\/strong> button will be grayed out and therefore unavailable.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Change plan type<\/p><p>Before proceeding, please ensure that you have set up a payment method for your CentrixOne account.<\/p><p>To replace a plan type (<strong>Essential<\/strong>, <strong>Pro<\/strong> or <strong>Growth<\/strong>) by another plan type:<\/p><ol class=\"faq\"><li>Click on the <span>Settings<\/span> module<\/li><li>In the <span>Users<\/span> view, click on <span>Manage plans<\/span> button<\/li><li>Click on the plan type<\/li><li>Click on <span>Modify plan<\/span><\/li><li>Click on the plan type&#8217;s purple button<\/li><li>In the drop-down list, click on the desired plan<\/li><li>Click on <span>Update plan<\/span><\/li><\/ol><p>If your account does not have a payment method, the <strong>Update plan<\/strong> button will be grayed out.<\/p><p>Once the modification process is complete, all users who had this plan will now have the new plan.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Cancel a plan<\/p><p>To remove a block of extras, email us at success@centrix.one.<\/p><p>To close your CentrixOne account, for security and administrative reasons, the owner or one of the administrators of your account must speak with one of our agents at 514 416-1062. Once your identity has been validated, we will proceed with the non-renewal of your subscriptions and the eventual closure of your CentrixOne account.<\/p><\/div>\n\n\n\n<div class=\"faq-frame\"><p class=\"faq-subtitle\">Create, activate et deactivate a user<\/p><p>Refer to the following guide: <a href=\"\/en\/faq\/users-permissions\/manage-users\/\">How to manage my users?<\/a><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Permission required To manage your plans, your user must be the owner of the CentrixOne account. If necessary, please refer to the following guide: How do I identify the owner of my CentrixOne account? Plans In CentrixOne, you can subscribe to 3 types of plans: Essential, Pro and Growth. A plan can give access to &#8230; <a title=\"How do I manage my plans?\" class=\"read-more\" href=\"https:\/\/www.centrix.one\/en\/faq\/users-permissions\/how-do-i-manage-my-plans\/\" aria-label=\"Read more about How do I manage my plans?\">Lire plus<\/a><\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[1122],"doc_tag":[],"class_list":["post-38025","docs","type-docs","status-publish","hentry","doc_category-users-permissions"],"year_month":"2026-04","word_count":412,"total_views":"277","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"","author_nicename":"","author_url":"https:\/\/www.centrix.one\/en\/author\/"},"doc_category_info":[{"term_name":"Users &amp; permissions","term_url":"https:\/\/www.centrix.one\/en\/faq\/users-permissions\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How do I manage my plans? | CentrixOne<\/title>\n<meta name=\"description\" content=\"Manage your CentrixOne plans effortlessly. 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