How do I downgrade to a lower plan?

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

• Upgrading to a higher plan (Eco → Advanced → Pro): this is an upgrade
• To a lower plan (Pro → Advanced → Eco): this is a downgrade (procedure described below)

To perform an upgrade, see the article: License Upgrade

Changing your plan does not automatically delete your old license. As long as it remains in your license database, it will be visible in your account's available licenses and will continue to be billable, even if it is no longer assigned to a user. To avoid unnecessary charges, be sure to complete all the steps below. Licenses retained in your account will continue to be billed and are non-refundable.

Changing your plan does not automatically delete your old license. As long as it remains in the license database, it will still be visible in the account's available licenses and will continue to be billable, even if it is no longer assigned to a user.

To avoid unnecessary charges, please ensure you complete all the steps below. Licenses retained in the account will remain billed and are non-refundable.

Step 1 – Log in to the Secure Exchanges online portal

1. Access the Secure Exchanges online portal.
   
2. Log in.
   
3. Once logged in, in the left-hand menu, locate the Licenses and Users section.
   
4. Click on Licenses & Purchases.
   
   
   

Need help logging in? See the article How to log in to the Secure Exchanges online portal

Step 2 – Purchase the new license (lower package)

1. Select the desired license type:
   
2. Complete the purchase by following the payment instructions.
   
1. Eco
   
2. Advance
   
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. In the left-hand menu, under the Licenses and Users section, click on User Management.
   
2. Identify the user in question.
   
3. Click on Manage license.
   
   
   

Step 4 – Modify the user's license

1. In the window that opens, under the Modify license tab, select the new license you just purchased from the drop-down menu.
   
2. Click Save to confirm the change.
   

The license change is applied immediately to the selected user.

Step 5 – Delete the old, unused license

1. To avoid unnecessary costs, you should delete the old license if it is no longer in use.
   
2. Return to Licenses & Purchases.
   
3. Scroll down the page to the summary of available licenses, located at the bottom of the page.
   
4. Click on the number of available licenses corresponding to the type of license you wish to delete.
   
   
5. In the management window that opens, click on "Edit the quantity of this license."
   
6. Enter the number of licenses to remove, then click "Remove these licenses" to confirm.
   
   

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