Account administrators can now upgrade a license (e.g., from an Advanced license to a Pro license) in just a few clicks, directly from the Secure Exchanges online portal.

Steps to follow to perform an upgrade:

Log in to the portal

Access the Secure Exchanges online portal with your administrator account:
👉 How do I log in to my account on the Secure Exchanges online portal?

Go to the "License and Purchase Management" section

In the top menu, click on:
Options > License and Purchase Management

Identify the license to upgrade

At the bottom of the page, locate the table of purchased licenses:

• Find the line corresponding to the current license to be upgraded (e.g., Advanced API ).
  

• Click on the number listed in the Assigned Licenses column.
  
  This will display a list of users who have this license.
  
  

Select the user to upgrade

In the window that opens:

• Check the box for the user(s) concerned.

• In the drop-down menu at the bottom, select the desired new license (e.g., API Pro ).
  
  

  

  In the upgrade window, the drop-down list only displays licenses of a higher level than the one currently held by the selected user.

Confirm the upgrade

• Click the Upgrade button.

A new window will appear displaying:

• The amount to be paid immediately , calculated pro rata to the current license.

• The renewal amount will be included in the next billing cycle.
  
  

👉 If your account has an active discount , it will be automatically applied.

Payment and activation

• Complete the payment.

• The user will automatically receive their new license , without interruption of service.

Summary of benefits

• A simple, fast, and waiting-free process.

• Immediate activation after payment.

• Automatic price adjustment according to the billing cycle.

• Automatic application of active discounts.