How do I change the Secure Exchanges license type?

Downgrade your license 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)

Notes
To perform an upgrade , see the article: License Upgrade

Warning 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 connected, open the main menu.

  4. Click on " License and Purchase Management ."

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 package)

  1. Select the desired license type:

    • Eco

    • Advance

  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. In the main menu, click on " Options" .

  2. Select " User Management" .

  3. Identify the user in question.

  4. Click on " Manage license" .

Step 4 – Modify the user's license

  1. In the drop-down 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 old, unused license

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

  1. Go back to " License and Purchase Management" .

  2. Locate the old license in the list.

  3. Click on the displayed " number of licenses available" .

  4. Select " Modify the quantity of this license" .

  5. Click on " Remove license ."

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







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