Adjusting your TechAlign subscription ensures your plan always fits your managed service provider’s growth and service requirements. Whether expanding your team, increasing assessment frequency, or streamlining costs, understanding plan management is crucial. Use this guide to confidently upgrade, downgrade, or switch subscription tiers, all while preserving your assessment data and maximizing TechAlign automation.
Locating Your Subscription Settings
Subscription changes are managed in the TechAlign Admin Portal. Access this area by logging in with Admin or Owner credentials. Locate the “Account” menu, then select “Subscription Management.” Here, you’ll find details on your current tier, available features, usage limits, and links to explore available upgrades or downgrades.
Steps to Change Your Plan
Navigate to Subscription Management as described above.
Click “Change Plan” and review available options for your organization.
Select the new plan (upgrade, downgrade, or alternate tier) and review changes to features and limits.
Confirm the change. Billing adjustments will be prorated as applicable.
Understanding Feature and User Impacts
Plan changes may affect assessment counts, available team roles (Alignment Engineer, vCIO, Admin), and QBR generation limits. Downgrading could restrict features or user seats. Always review comparative details before confirming, and consult TechAlign’s documentation or support with questions regarding feature retention or data security during transitions.
Managing Billing and Invoices
Invoices update automatically following plan change confirmation.
Prorated billing covers the difference between plans for the current billing cycle.
Payment method updates and invoice downloads are found in the Billing sub-section.
Conclusion: Keeping TechAlign Aligned With Your MSP Growth
Regularly reviewing your TechAlign subscription helps maximize ROI, support evolving client needs, and maintain seamless technical alignment automation. If you encounter issues or need advice choosing a plan, contact TechAlign’s success team for personalized assistance to ensure you always leverage the right features and capacity for your MSP.