TABLE OF CONTENTS

• Step 1: Open Edit Plan
• Step 2: Update Category & Plan Level
• Step 3: Save & Review
• Important Notes

Step 1: Open Edit Plan

• Go to SaaS Configurator → Plans.
• Select the plan you want to edit.

Step 2: Update Category & Plan Level

• Under Category Settings, click Edit.

• To move to a new category:

  • Select a category from the dropdown (only same-currency categories will appear).

• To change the plan level:

  • Adjust its hierarchy position within the category.

• Confirm your selection.

Step 3: Save & Review

• Save changes.
• Review the impacted plans in the new category — features from the moved plan are inherited upwards, and the moved plan itself inherits from lower levels.

Important Notes

• Existing customers are not retroactively updated. Their plans remain the same, but upgrade/downgrade paths will update.

• Impact on features:

  • Plans above inherit features from the moved plan.
  • Moved plan inherits features from plans below it.