Admins | How do I use License & Checkout?

Overview

Cirrus Insight Admins can use License & Checkout to purchase licenses for the first time, make changes to an existing plan, edit billing details, or review billing history.

First-time Purchases

ℹ️ The individual who checks out becomes the Cirrus Insight Admin for their organization.

Admins can manage settings, access, and billing for the whole organization.

1. Navigate to License & Checkout within the Dashboard.

 home.cirrusinsight.com - Admin > License and Checkout

license and checkout dashboard

2. From the Plans tab, press the Select button within the appropriate plan. 

  • Scroll down and select See all Features or visit the Cirrus Insight Pricing page for a detailed comparison of features available on each plan.

plans select

3. From the Billing tab, adjust the Number of Licenses. Add credit card and organization information.

  • Review Estimated Charges Today and Next Invoice which will automatically update.

4. Click Pay Now at the bottom.

 

Making Updates

Navigate to License & Checkout within the Dashboard.

 home.cirrusinsight.com - Admin > License and Checkout
  • To update your payment information, click Update under Method of Payment.
  • To purchase additional licenses, click Purchase Seats.

  • To change your plan type, open the Billing tab and click Change under your current plan.

  • To review past transactions, open the History tab.

     

 

Related Topics

Admins | How do I create new users? 

Updated Jan. 2022

 

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