- Knowledge Base
- MyPass Industry Portal
- Billing / Subscription
Managing Subscriptions
MyPass offers automated subscription billing as a simple way to self-manage onboarding and payments.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **https://www.iorad.com/player/1983783/Managing-Subscriptions
25 STEPS
1. To begin, log into your portal and click Settings.
2. Click Subscription to open your current Subscription settings.
3. This shows the number of Active Personnel and Total Personnel.
Active Personnel is the current number of Personnel assigned to a Resource Pool/s.
Total Personnel is the total number of Personnel inside and outside of Resource Pools.
4. This screen will show the details of your current Active subscription.
It includes- Active Personnel, Total Personnel, the Subscription model, the next Billing Date and the Amount.
5. If you wish to make changes to your current Subscription by reducing the number of your Personnel, click Change Subscription.
Note: You can not reduce the number of Personnel on your Subscription to less than your Active Personnel.
6. If you wish to reduce the number of Personnel on your Subscription to less than your Active Personnel, you will need to remove Personnel from your Resource Pool/s.
7. Once you have updated the number of Personnel, click Select next to your preferred Subscription model.
8. Click Next.
9. The updated details of your Subscription will be shown .
10. A decrease in Subscription will prompt you to schedule the payment. This will take effect when your current subscription ends. Click Schedule $ AUD to confirm your Subscription update.
11. That's it. You've now successfully downgraded your Subscription!
12. If you wish to cancel the Subscription plan change, click Cancel plan change.
13. The confirmation box will show when your Subscription switch is due to happen if not cancelled. Click Yes, cancel my plan change to confirm.
14. If you have reached your Personnel limit and wish to add more, click Change Subscription.
Note: An increase in your Subscription will take effect immediately, and not at the end of the Subscription billing period.
15. Input your desired number of Personnel.
16. Click Select next to your preferred Subscription model.
17. Click Next.
18. The updated breakdown of your Subscription will be shown. Click Pay $ AUD to update your subscription.
19. That's it. You've now successfully upgraded your Subscription!
20. To cancel your Subscription, click Cancel my subscription.
21. Click Cancel my subscription to confirm. This will take effect at the end of the current Subscription period.
22. To reinstate your Subscription, click Renew my subscription.
23. The confirmation box will show when the Subscription is due to end if not renewed. Click Renew my subscription to confirm renewal.
24. This is Upcoming Event. It will show the Next Billing Date for ongoing Subscriptions or the Cancellation Date if the Subscription has been cancelled.
25. That's it. You've now managed a Subscription!