Manage my Atera Subscription

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. Learn more about Atera Subscription Information including useful add-ons and other billing details. 

Important note: The pricing information in this article is in USD. Please be aware that different rates may apply based on your local currency. 

This article explains:

• How Atera calculates your upgrade charge
• How to upgrade your Atera Subscription plan
• How to change your billing period
• How to replace technicians

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.

So 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

How do I upgrade?

1. From Admin (on the sidebar), click Subscription > Adjust Subscription.

2. Click on Change, next to the name of the selected plan.

A popup will appear with the available plans. You can Downgrade, Keep plan, or Upgrade.

3. Select your preferred plan.
You will be prompted to review the projected changes to your account.

4. Click Update. 

How to change my billing period

1. From Admin (on the sidebar), click Subscription > Adjust Subscription.

2. Select the billing period option that you want. Then click on update.

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.

Replacing 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. If you wish to switch out one technician for another without updating the number of technicians in your license, you can do so without incurring a charge by taking the following steps.

To replace a technician:

1. From Admin (on the sidebar), click Technicians.

The Technicians page appears. 

2. Select disable next to the technician you want to remove. 

3. Select Add technician. The Add Technician page appears. 

4. Fill in the form: 

• 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.

5.  Click Save.

The new technician is added to Atera.