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Advanced Plan: Everything You Need to Know
Advanced Plan: Everything You Need to Know

Learn how to upgrade, add or remove members, cancel, request upgrades, and manage Billing Admins for the Advanced Plan.

Updated over a month ago

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How to Upgrade to the Advanced Plan

Upgrading to the Advanced Plan is simple and can be done on a monthly or annual basis. Here’s how:

  1. On the right side of the workspace, click the Upgrade button.

  2. Choose whether you'd like to upgrade to a monthly or annual plan (the annual plan comes with a 16% discount).

  3. Click Upgrade on the Advanced Plan.

  4. You will be taken to the payment page.

  5. Select the number of seats to purchase under the quantity toggle. Click Update in the pop-up.

  6. Complete the payment details and confirm your upgrade.

Once upgrade is completed, your account will automatically switch to the Advanced Plan. You, as the purchaser, will be the Billing Admin.

Need a more detailed walkthrough for upgrading to a paid plan?


How to Add More Members to the Advanced Plan

You must be the Billing Admin to add members to the Advanced Plan.

First, their account must be added to the Workspace.

If already part of the workspace, skip to the next section.

Adding to the Workspace:

  1. Click on your Avatar in the bottom-left corner.

  2. Click Workspace Settings from the menu.

  3. Go to the Members tab.

  4. Click Invite button.

  5. Enter the teammate email addresses and click Send. Or copy the link to send another way.

Adding to the Advanced Plan:

  1. Click on your Avatar in the bottom-left corner.

  2. Click Workspace Settings from the menu.

  3. Open the Members tab.

  4. Find the user(s) and select Advanced Plan.

  5. They will be automatically added to your Advanced Plan.

New members will take one of the open seats you have purchased, or if no open seats, prorate charging a new seat.


How to Remove Members from the Advanced Plan

You must be the Billing Admin to remove members from the Advanced Plan.

Follow these steps:

  1. Click on your Avatar in the bottom-left corner.

  2. Click Workspace Settings from the menu.

  3. Open the Members tab.

  4. Find the member and select Remove.

  5. Confirm your choice.

The removed member will immediately not have access to the Advanced Plan features.

The removed member will still have access to any Teams and content they were part of.

The seat will remain open to assign to another account.


How to Cancel the Advanced Plan

You can cancel your Advanced Plan at any time.

Once canceled, you will still have access to the Advanced Plan features until the end of your billing cycle.

  1. Click on your Avatar in the bottom-left corner.

  2. Click the Billing item from the menu.

  3. Select Cancel Plan.

  4. Follow the prompts to confirm your cancellation.


How to Request to Upgrade as a User

If you're a user and wish to upgrade to the Advanced Plan, you can submit a request to your team's Billing Admin.

Here's how:

  1. Click Upgrade in the right panel.

  2. Click Send request. The Billing Admin will receive your request.

The Billing Admin will approve or deny the upgrade request.


What is a Billing Admin?

The Billing Admin is the person responsible for managing the subscription and billing settings for the Magical account. This includes upgrading plans, adding/removing team members, managing payments, and cancelling plans.

If you're not the Billing Admin but need to make changes to the account, contact the person who holds this role. Typically it is a manager or director.

If no one in the organization has been designated, contact us at billing@getmagical.com to become the Billing Admin.


How to Change the Billing Admin

Please contact billing@getmagical.com if you need to change the Billing Admin role.


If you have any further questions, feel free to reach out to our support team for assistance. We're here to help!

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