How to Change Your Secure Exchanges License Type

Downgrade to a lower-tier license

You can change your Secure Exchanges license type at any time. However, the procedure varies depending on the direction of the change:

  • To a higher-tier plan (Eco → Advanced → Pro): this is an upgrade

  • To a lower-tier plan (Pro → Advanced → Eco): this is a downgrade (procedure described below)

Notes
To perform an upgrade, refer to the article: License Upgrade (Upgrade)

Warning
Changing your plan does not automatically remove the previous license. As long as it is not deleted from the license pool, the license remains visible under available licenses in your account and continues to be billable, even if it is no longer assigned to a user.

To avoid unnecessary charges, make sure to complete the entire procedure below. Licenses that remain in the account stay billable and are not eligible for a refund.

Step 1 – Log in to the Secure Exchanges Online Portal

  1. Go to the Secure Exchanges online portal.

  2. Log in.

  3. Once logged in, open the main menu.

  4. Click "Management of licenses and Purchases".

Info
Need help logging in? See the article How to Log In to the Secure Exchanges Online Portal

Step 2 – Purchase the New License (Lower-Tier Plan)

  1. Select the desired license type:

    • Eco

    • Advanced

  2. Complete the purchase by following the payment instructions.

  3. Once the purchase is confirmed, the new license appears in your inventory and can be assigned to a user.

Step 3 – Access User Management

  1. From the main menu, click "Options".

  2. Select "User Management".

  3. Locate the user concerned.

  4. Click "Manage License".

Step 4 – Change the User’s License

  1. From the dropdown menu, select the new license you just purchased.

  2. Click "Save" to confirm the change.

Quote
The license change is applied immediately to the selected user.

Step 5 – Delete the Unused Old License

To avoid unnecessary charges, you must delete the old license if it is no longer in use.

  1. Go back to "Management of licenses and Purchases".

  2. Locate the old license in the list.

  3. Click the number of available licenses.

  4. Select "Change the quantity of license".

  5. Click "Remove license".

Alert
A deleted license cannot be recovered. Make sure it is no longer assigned to any user before deleting it.

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