Upgrade or Downgrade a User's jSign Account

Account Administrator/Customer Service Rep: To upgrade or downgrade a user’s jSign account:

  1. In the upper-right corner of your dashboard, click the drop-down arrow next to your name, and select Settings…

    …then the Customer Management tile on the Settings page.

  2. On the Customer Management page, search for (or scroll to) the user’s name—then in the user’s pane, click the ellipsis, then Subscription History.

  3. In the Current Plan pane of the user’s Customer - Subscription History page, click the Change Plan link.

  4. Then:

    1. On the Change your plan page, select the plan the user wants and click Continue.

    2. On the billing/order page: If a free-trial user, obtain their billing information—and if a paid user, select/provide their preferred method of payment. Then, confirm the selected plan, opt to agree, and click Purchase (or Confirm). (NOTE: If upgrading a paid user in the middle of the month, their use of the new plan starts immediately; and they are billed the cost difference. If downgrading them in the middle of their billing cycle, they won’t have access to that plan [and be billed] until the end of that cycle.)

      The user’sDashboard page appears, displaying what plan they now have.

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