Availability All Editions
Learn how to change your subscription, update billing or payment information, and view subscription details (applicable to Software as a Service (SaaS) licenses).
- License Details in Meisterplan
- Your Customer Portal
License Details in Meisterplan
To access this view, you need to have the Manage Subscription right.
In the left Sidebar, click Manage and select Subscription:
You can review your current resource package under My Subscription as well as your planned resources under My Resource Consumption:
- Active Individual Resources: Individual resources are defined as a specific person (Sally Smith, John Doe, etc.). All resources are considered active until their Termination Date.
- Resources Based on Additional Role Capacity: If you plan capacity based on roles, 1 FTE of additional role capacity counts as 1 licensed resource. This is taken from either the Plan of Record or a scenario, whichever uses the highest additional role capacity.
- Total Resource Consumption: 0 active individual resources + resources based on additional role capacity in FTE.
See our Licensing & Pricing page for more details.
Your Customer Portal
Access your Customer Portal by clicking Change Subscription in the Meisterplan Manage Subscription page (see above):
Here you can update your license and billing information:
Follow these steps to select a different resource package, a different edition or switch between monthly and annual payments in the Customer Portal:
Step 1: Click the white box with your subscription details:
Step 2: Select Edit Subscription:
Step 3: Select a package, edition and add or remove addons as needed.
Step 4: Click Update Subscription at the bottom of the screen.
In your Customer Portal, click Billing History to see an overview of your invoices:
You’ll see your past invoices and can download them as PDF documents.
Update Payment Method Information
Follow these steps to view and update your payment information such as credit card details in your Customer Portal:
Step 1: Click Payment Methods:
Step 2: Select Edit Payment Method:
Step 3: Update your information and click Update.
Update Contact Information
There are 3 types of contact information in your Customer Portal, which may differ based on your organization’s needs:
|Type||What It’s Used for|
|Account Information||The contact person listed here receives email confirmations for important account changes (e.g. changing your subscription)|
|Billing Address||Used for sending invoices|
|Shipping Address||Determines which local taxes apply to your subscription|
To update this information, access your Customer Portal and select Account Information or Billing and Shipping Adresses.
Under Account Information, you can select a different language for your Customer Portal using the Locale option.
If you still want to cancel your subscription, access your Customer Portal, click on the white box with your subscription information and select Cancel subscription.
You’ll be able to access your Meisterplan account until your current billing term ends.