As your RMM business grows, you may want to upgrade your Atera Subscription Plan so you can offer the best possible service to your customers. With Atera, you can easily change your subscription plan at any time. We provide this flexibility by using a prorated calculation when you switch between plans. For more information (including useful add-ons and other billing details), see Atera subscription information
How does Atera calculate my upgrade charge?
We calculate the price gap between the new plan and the old one, with a deduction for the time already spent on the current package.
How much will I pay?
If you upgrade during your billing cycle, you will be billed a one-time charge representing the difference between the cost of the upgraded plan and your current plan, for the remainder of the billing cycle. At the start of the next billing cycle, you will be billed the full price of the new package.
Note:
- The same calculation applies when upgrading your annual plan, switching between a monthly and an annual plan, and increasing the number of technicians in your license under an annual/monthly subscription.
- If you remove a technician from your license, the technician will still have access to your account until the end of the current billing cycle.
- If you remove a technician from your license and add a new technician to the license within the same billing cycle, you will be charged a fee for the new technician. You can add or remove technicians to your account without changing the number of technicians in your license by following these instructions
Upgrade plan
You can transition to a lower plan, maintain your current plan, or elevate your experience by upgrading to a higher plan.
To upgrade your plan:
1. Go to Admin > My account > Subscription.
The Subscription page appears.
2. Click Adjust subscription.
3. Click Change (next to the name of the selected plan).
Available plans will appear.
3. Click Upgrade on the selected plan.
Note: For Enterprise, click Contact sales.
Note: For Superpower, click Contact sales.
You will be prompted to review the projected changes to your account.
Change billing cycle
Note:
- You can switch from a monthly to an annual subscription at any time.
- You can switch from an annual to a monthly subscription 30 days before the current annual billing cycle ends.
To change billing cycle:
1. Go to Admin > My account > Subscription.
The Subscription page appears.
2. Click Adjust subscription.
3. Select your preferred billing cycle. Then click Update.
Replace technicians
If you remove a technician from your license and add a new technician within the same billing cycle, you will be charged for the additional technician. You can replace a technician without updating the number of technicians in your license, and without incurring an additional charge, by disabling a technician before adding a new one.
Note: Disabling a technician will delete any advanced reports they have in their personal folder.
To disable and replace a technician:
1. Go to Admin > Users and security > Technicians.
The Technicians page appears.
2. Click Disable next to the technician you want to remove.
A confirmation window appears.
3. Click Disable.
4. Click Add technician.
The Add Technician page appears.
5. Enter the technician's details:
- Email address (username): Enter the technician's email address.
- Role: Choose from Technician or Admin. Learn how to set up a role
- First name: Enter the technician's first name.
- Last name: Enter the technician's last name.
- Phone: Enter the technician's phone number.
Note: Their assigned role is 'Beginner'. An Admin user can reassign the technician after they log in.
6. Click Save.
The new technician has been added to your Atera account. Account activation instructions will be emailed to them.
