This section explains how you can manage your WorkDrive subscription.
To manage your WorkDrive subscription:
2.
Click Admin Console in the bottom-left corner of your WorkDrive account.
The Admin Console page will open in a new tab. Dashboard will be selected by default.
3. Click
Manage subscriptions
under
Account Details
.
The Manage WorkDrive Subscription page will open.
You can see your current
subscription details
, which are:
Item (WorkDrive plan)
Number of units
Total price
You can see your
recurring details
below the subscription details, which are:
Recurring Amount
Recurring On (Renewal Date)
Payment Method
Upgrade User
1. Click
Upgrade User
under
Manage Subscription
.
2. Enter the
number of additional users
required.
You will be shown the amount to be paid for the additional users.
3. Click
Continue
.
4. Confirm the order (i.e., the item (Additional User), number of units, and their total price), then click
Make Payment
.
Downgrade User
1. Click
Downgrade User
under
Manage Subscription
.
2. Enter the
number of users
.
You will be shown the number of users after reduction in the left side.
3. Review the downgrade details (i.e., the number of users to reduce), then click
Confirm.
After scheduling a subscription downgrade in your Zoho Store account, you'll see an info panel at the top of your account page detailing the upcoming changes. Here, you'll have two options:
- Resume Subscription: Click the Resume Subscription button to cancel the scheduled downgrade and continue with your current plan. If you choose this option, your existing plan will automatically renew on the next billing date.
- Downgrade immediately: Click the Downgrade immediately button to apply the scheduled downgrade right away.
Change Plan
As your team size or requirements change, you can always upgrade or downgrade your WorkDrive account accordingly.
To change plan:
1. Click
Change Plan
under
Manage Subscription
.
A new page listing all the plans of WorkDrive will open. CURRENT PLAN indicates your current WorkDrive plan.
2. You can either upgrade to a higher plan or downgrade to a lower plan of WorkDrive.
- If you want to downgrade to a lower plan, click DOWNGRADE on the required plan on the left.
- If you want to upgrade to a higher plan, click UPGRADE on the required plan on the right.
3. Click
Confirm
.
If your team needs additional space in WorkDrive, you can easily buy
storage add-ons
, available in increments of 10 GB, 100 GB, and 1 TB. The additional amount will be automatically added to your WorkDrive subscription for both monthly and yearly plans.
Refer to the
pricing page
for more details.
Cancel Subscription
1. Click
Change Plan
under
Manage Subscription
.
A new page listing all the plans of WorkDrive will open. CURRENT PLAN indicates your current WorkDrive plan.
2. Select
Click Here
in the bottom-left to cancel your WorkDrive subscription.
A confirmation dialog box will open.
3. Write your reason for downgrading WorkDrive.
4.
Uncheck
the box to downgrade immediately, or leave the checkbox marked to downgrade automatically at the end of your current billing cycle.
5. Click
Confirm Downgrade
.
View Payment History
Click Payment History under Recurring Details.
The Transaction History page will open.
You can see all your payment history, which will contain the following details:
Transaction ID
Type (Upgrade/Downgrade)
Plan Name
Date
Amount
Invoice
Change Payment Method
Click
Credit Card
under Recurring Details.
You can choose a new payment option—Credit Card or PayPal. Credit Card will be selected by default.
- For Credit Card, enter the card details and click Update.
- For PayPal, click Continue to proceed. You will be redirected to the PayPal website where you can log in or create a PayPal account and update your payment method.
Change Billing Details
1. Click
Billing Address
under
Recurring Details
.
The Billing Details page will open.
2. Click
Change
under the
Billing Address & Other Info
tab.
3. Change the billing address and click
Update
.
All your existing subscriptions with this billing address will be changed to the newly given address.
Update Email Recipients
1. Click
Billing Address
under
Recurring Details
.
The Billing Details page will open. The Billing Address & Other Info tab will be shown by default.
2. Click the
Email Recipients
tab.
To add recipients:
1. Click
Add Recipient
.
2. Click the + icon to add more recipients.
3. Choose to send emails for all products or specific products.
4. Select transaction types for which the copy of emails have to be sent: Purchase Notification, Invoice, or both.
5. Click
Add
.
6. Click
Confirm
.
You can also edit or delete existing email recipients by clicking the edit or delete icon respectively.
About your subscription
All subscriptions will be automatically renewed from your selected payment method on a recurring basis, and we'll send you a receipt each time. We do not store your card details. You can upgrade, downgrade or cancel anytime. If the subscription is canceled, refunds and termination of access will follow the Terms of Service. Prices are in US Dollars and subject to change. Other restrictions and taxes may apply.
Please contact support if you have any questions or face issues.
WorkDrive support info:
- EU region: support@eu.zohoworkdrive.com
- All other regions: support@zohoworkdrive.com