New Feature – License Upgrade
Account administrators can now upgrade a license (e.g., move from an Advanced license to a Pro license) in just a few clicks, directly from the Secure Exchanges online portal.
Steps to follow for an upgrade
Log in to the portal
Access the Secure Exchanges online portal with your administrator account:
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 purchased licenses table:
- Find the row corresponding to the current license you want to upgrade (e.g., API Advanced).
- Click on the number shown in the "Assigned Licenses" column.
This will display the list of users holding this license.
Select the user to upgrade
Select the user to upgrade
In the window that opens:
Check the user(s) concerned.
In the dropdown menu at the bottom, select the desired new license (e.g., API Pro).
In the upgrade window, the dropdown 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, showing:
The amount to pay immediately, calculated on a prorated basis from the current license.
The renewal amount at the next billing cycle.
👉 If your account has an active discount, it will be applied automatically.
Payment and activation
Complete the payment.
The user will automatically receive their new license, without service interruption.
Summary of benefits
Simple, fast process with no waiting
Immediate activation after payment
Automatic price adjustment based on billing cycle
Automatic application of active discounts