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Change data room plan

How to edit the subscription term and team size 

A Vault starts with a chosen initial subscription term and team size. There are several options for editing the subscription:

  1. Upgrade the term in your current subscription.
    The subscription term can be upgraded, if the current term is not sufficient.
  2. Shorten the renewal term.
    The subscription will always renew itself with the same duration as the current term. It is possible to choose a shorter renewal term.
  3. Upgrade your team size.
    If the maximum team size has been reached and more sell side users are needed.
Be aware that a Vault can have an unlimited number of Guest users (Buy side) and that upgrading the team size is only necessary if additional users on the sell side team are needed.
1. Go to My Virtual Vaults and find your project. Click the  Three dots and select  Subscription details.subscription
2. The current plan and billing information can be found here. Click  Edit to make changes to your subscription.subscription 2
3. The current plan is highlighted. Choose the new preferred team size and the duration of the term here. Click  Save to apply the changes.subscription 3

Please be aware of the following: 

  • When upgrading the subscription term, the changes will take effect immediately. Any unused days from your current term will be deducted from the new invoice.
  • When upgrading the team size, the changes will take effect immediately and will be charged prorated.
  • Selecting a shorter term changes the duration for the renewal term and not the current term.
  • To decrease the size of your team, please contact Customer Success.

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