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Change entity subscription or package – upgrade, downgrade & cancel (portfolio only)

Can I change the subscription for entities in my portfolio?  Yes.  If you are a portfolio admin you can now:

  • up and downgrade subscriptions
  • cancel subscriptions
  • switch between  annual or monthly billing

(you used to have to email Kudocs to ask).

 

How do I change subscription? Easily.  If you are a portfolio admin, just click on {Reports & Subscription management} and then scroll down to Subscriptions.  Select the entity you want to change and click on {Change package}.

 

Is there a limit on the up/downgrades I can make? Yes, if you change package type, you cannot change package again for 3 months (to prevent unintentional abuse of the system!).  Get in touch with Kudocs if that causes you any issues.

 

Is there a record of subscription changes? Yes, in the Portfolio Activity Log.

 

Can I cancel a subscription?  Yes, using the same process as changing a subscription.

 

I am a card customer of Kudocs – can I change subscription?  Yes, but you need to contact Kudocs customer support (info@kudocs.co.uk) and we can sort this out for you very easily.

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