TechAlign offers multiple subscription plans designed to fit the varying needs of Managed Service Providers (MSPs). Understanding these plans and their associated usage limits is vital for maximizing your experience and value. This guide outlines the differences between subscription tiers, key feature availability, and how to monitor your platform usage to ensure seamless alignment workflows.
Subscription Plan Tiers Overview
TechAlign offers Standard, Professional, and Enterprise plans. Each tier includes core features like assessments, QBR generation, and client documentation. Higher-tier plans unlock advanced features and accommodate larger teams. Review your plan details under Account > Subscription in the platform to confirm included capabilities and user/license allocations.
Key Usage Limits by Plan
Assessments: Each plan supports a different number of active/live assessments.
Users: Add Alignment Engineers, vCIOs, and Admins based on your plan tier.
Clients: Organize and manage multiple client environments as permitted by tier.
QBR Exports: Some plans have limits on the number of QBRs you can generate/export monthly.
Where to Track Your Usage
Monitor your usage by navigating to Account > Usage. Here you can see current counts for assessments, users, and QBRs. Automated alerts notify you as you approach limits. Reviewing usage helps you avoid workflow interruptions and plan for required upgrades or adjustments as your business scales.
Upgrading or Adjusting Your Subscription
Go to Account > Subscription in your TechAlign portal.
Review available plan options and included feature sets.
Select Upgrade or Downgrade, and follow on-screen instructions to confirm.
Reach out to TechAlign support for any billing or custom requirements.
Conclusion: Optimize Your TechAlign Subscription
Understanding subscription plans and monitoring usage is key for efficient, uninterrupted operation. Regularly review your plan and usage dashboard, and contact TechAlign support with questions about limits, features, or billing. Optimizing your subscription ensures scalability, consistent service delivery, and ongoing value for your MSP business.