Managing Your Subscription

Subscription Management

Manage your subscription through the Stripe customer portal, accessible from your account settings.

Who Can Manage the Subscription

Only the organization owner can access billing and subscription management. If you're an admin or member, contact your organization owner to make changes.

Accessing Subscription Settings

1. Go to Account Settings > Billing & Plans

2. Click "Go to Invoices and Manage Subscription"

3. This opens the Stripe customer portal where you can manage everything

You can also access the Stripe portal directly at: https://billing.samsa.ai/p/login/bIY5kIcdH1KZ2ysaEE

Upgrading Your Plan

To upgrade to a higher tier:

1. Open the Stripe customer portal (see above)

2. Select the plan you want to upgrade to

3. Review the price difference

4. Confirm the upgrade

What happens when you upgrade:

• Your billing cycle resets — a new billing period starts immediately from the upgrade date

• You receive the full credit allocation of the new plan

• Previously used credits don't carry over — you get a fresh credit balance

• New team seat limits apply immediately

• You're charged a prorated amount for the upgrade

Downgrading Your Plan

To downgrade to a lower tier:

1. Open the Stripe customer portal

2. Select the plan you want to downgrade to

3. Review the changes

4. Confirm the downgrade

What happens when you downgrade:

• The downgrade doesn't happen right away — it's scheduled for the end of your current billing period

• You keep your current plan, credits, and seat limits until then

• A banner in the app shows when the downgrade will take effect

• At the start of your next billing cycle:

• Your credits reset to the new plan's allocation

• Team seat limits are reduced to match the new plan

• If your team has more members than the new plan allows, new invitations will be blocked (existing members are not removed)

• You can cancel the pending downgrade anytime before your billing cycle ends by upgrading back to your current plan in the Stripe portal

Canceling Your Subscription

To cancel your subscription:

1. Open the Stripe customer portal

2. Click Cancel Subscription

3. Confirm cancellation

After cancellation:

• Your plan remains active until the billing cycle ends

• You can still use remaining credits

• Content remains accessible

• Team members retain access until the cycle ends

• You can resubscribe anytime

Changing Billing Frequency

Switch from monthly to annual:

• Save 20% with annual billing

• Change takes effect immediately

Switch from annual to monthly:

• Change takes effect at renewal

Updating Payment Method

1. Open the Stripe customer portal

2. Go to Payment Methods

3. Add a new payment method or update your existing one