Learn how to change your subscription, rename your system, update billing or payment information, and view subscription details (applicable to Software as a Service (SaaS) licenses).

• Where to Find
  • License Details
  • Beta Access
  • Rename System
• Your Customer Portal
  • Change Subscription
  • Download Invoices
  • Update Payment Method Information
  • Update Contact Information
  • Cancel Subscription

Where to Find

To access this view, you need to have the Manage Subscription right.

In the left Sidebar, click Manage and select Subscription: 

License Details

You can review your current resource package and editions under My Subscription.

You can find 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.

Beta Access

Under Beta Access, you can manage access to beta functionalities for your Meisterplan system. When you enable beta access, all users can activate beta functionality for their own account under My Profile.

Learn more in the article Meisterplan's Beta Program.

Rename System

To rename your system, like when your organization rebrands, select Rename System. When renaming your system, you must take several precautions:

• Users who are logged into your Meisterplan system at the time the system is renamed will be logged out. For these users, a screen will then be displayed that explains why they have been logged out (the renaming), as well as the new system URL. So that you do not lose data, we recommend that you rename your system outside of the normal operating hours of your organization.

• Users who are not logged in at the time will need to be informed of the new system name by you or the internal system administrator. We recommend you inform all users of the renaming prior to actually implementing it.​

• Users must update all bookmarks to the new system name.​

• In order to use SAML, the configuration in your identity provider must be updated.

In order to continue working in Meisterplan, you must log in with your new system URL. This will be either https://us.meisterplan.com/newsystemname or https://eu.meisterplan.com/newsystemname, depending on where your system is hosted.

Share this new URL with your colleagues so that they also have access to your system.

When you have questions, contact your Customer Success Manager, or write to support@meisterplan.com.

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:

Change Subscription

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.

Download Invoices

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:

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.

Cancel Subscription

We’d love to keep you as a customer. If there’s anything we can help you with, give us a call or drop us a message!

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.