What this video covers
This video walks through Account Overview in Organization Settings, and shows how to convert a trial (or move between subscription tiers) from there.Good to know
Who can do this?
Who can do this?
Account Overview — and upgrading a subscription — is available only to users with an Admin role.
What happens to my trial credit when I upgrade?
What happens to my trial credit when I upgrade?
Nothing is lost — a trial can be converted to a paid subscription at any time, and any remaining trial credit carries forward onto the new plan.
What are the subscription tiers?
What are the subscription tiers?
UP offers Starter, Basic, and Professional plans. Some features are gated by tier — for example, SSO is Professional-only, and Billing Analytics is available on Basic and Professional. See UP Pricing for the full breakdown.
When does an upgrade take effect?
When does an upgrade take effect?
Upgrades take effect immediately — you get instant access to the new tier’s features and limits, and there’s no mid-cycle proration charge for base-plan upgrades. Moving from monthly to annual billing is handled differently: it’s processed at the end of your current billing cycle, with the annual charge invoiced at the start of the next term.
Can I only change plans whenever I want?
Can I only change plans whenever I want?
You can upgrade or downgrade no more than once per calendar month. Downgrading also requires meeting the lower tier’s conditions (spaces, users, SSO, etc.) — if you’re still using more than the new tier allows (e.g. extra UP.Review sessions), the excess is billed as an add-on rather than blocking the downgrade.
What can I see on this page besides upgrading?
What can I see on this page besides upgrading?
Account Overview is also where you manage payment methods, view invoice history (date, amount due, status, invoice ID, payment method), track upcoming charges, and cancel a subscription. The related Billing Analytics Dashboard breaks down consumption and cost trends by application, Space, or timeframe.
You’ve completed the series 🎉
That’s the full onboarding path. From here, a fully configured organization is ready for real work — head into the application-specific guides (UP.Ingest, UP.Capture, UP.Review, and more) from the main documentation.Related documentation
Account Overview
Full reference for subscriptions, add-ons, payment methods, and invoices.
UP Pricing
Compare plan tiers and what’s included at each level.