How do I change the Secure Exchanges license type?

How do I downgrade to a lower plan?

You can change your Secure Exchanges licence 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.
  • Downgrading to a lower plan (Pro → Advanced → Eco): this is a downgrade (procedure described below).

To perform an upgrade, see the article New feature - License upgrade.

Warning: changing your plan does not automatically delete your old licence. As long as it remains in your licence database, it will still be visible in your account's available licences 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. Licences retained in your account will continue to be 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 Log in to the Secure Exchanges online portal.

Step 2: Purchase the new licence (lower plan)

  1. Select the desired licence type:
    • Eco
    • Advanced
  2. Complete the purchase by following the payment instructions.
  3. Once the purchase is confirmed, the new licence 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 licence

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

The licence change is applied immediately to the selected user.

Step 5: Delete the old, unused licence

  1. To avoid unnecessary costs, you should delete the old licence if it is no longer in use.
  2. Return to "Licenses & Purchases."
  3. Scroll down the page to the summary of available licences, located at the bottom of the page.
  4. Click on the number of available licences corresponding to the type of licence you wish to delete.


  5. In the management window that opens, click on "Edit the quantity of this license."


  6. Enter the number of licences to remove, then click "Remove these licenses" to confirm.

Need help?

Our team is available to assist you. Write to us at support@secure-exchanges.com

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