Support & Documentation

How do I Upgrade My Stackify Trial to a Paid Account?

To upgrade to a Standard Account from a Trial, simply navigate to the Billing page in the Settings section.

Upgrading Subscription

On this screen you can see when the trial subscription is ending, and how to upgrade the subscription. From this point on, the process is straightforward - just click through a couple of screens and provide credit card details. Once that's complete, you're finished converting your Trial account to a full-fledged Paid account. Thanks for becoming a Stackify customer!

How Can Someone Else in my Organization Upgrade My Account?

Most of the time, the user who signed up for the Trial will also be the one to setup payment for the paid Stackify account. Occasionally, however, a client will ask us how to enable someone else within their organization to submit the payment information on their behalf. Here is a quick how-to on setting up a user to be able to modify billing and payment information.

Creating the User

Creating the User

First, you will need to create a login for this new user within the Setting tab of the Stackify portal.

Fill out Information

Fill out Information

Here you will fill out all required information for the user.  Once completed, scroll down to the Permissions section.

Enable Account and Billing Permissions

Enable Account and Billing Permissions

Once in the Edit Permissions screen, simply enable the Manage Account and Billing permissions so that the user will have access to the account's Billing-related screens.

New User Sign-In

Once the user's new account has been setup, have them sign in and go to the Billing Page of the Settings tab. From that point the upgrade process is the same.

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