The MSPbots app header displays your current subscription and its status. It also provides buttons and links to MSPbots resources and guides on managing your package. The header is designed to improve your experience by offering options for managing your subscription anywhere within the app. This article demonstrates the actions that you can perform on your subscription from the MSPbots header.
What's in the MSPbots header?
The MSPbots header displays your current subscription and suggests actions to enhance your user experience and maximize the benefits from your subscription type and status. It also provides quick access to the MSPbots Forum, Knowledge Base, Support Portal, and Request New Feature Form.
Prerequisites for managing your subscription plan
- You must be logged in to MSPbots before you can view and manage your subscription package.
- Anybody who has an MSPbots login can access the app and view the headers.
- Only users with admin permissions can update and modify your MSPbots plan.
What actions can I perform to manage my plan from the header?
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View your current package
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If you are a new client, hovering the cursor over the package status name shows Book a Demo and Upgrade options.
- If you have subscribed to the A La Carte or StartUp package, the header displays your current package and the Upgrade button as a recommendation to enhance your MSPbots experience.
- If you are subscribed to a Professional bundle, only your subscription is on the header.
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Upgrade your package
To upgrade your plan, click Upgrade and choose a package from the Marketplace.
If you need more information on plan upgrades, read the section Upgrading your plan or bundle in the article MSPbots Paywall and Billing Setup.
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Request a 14-day free Professional bundle Trial
If you are a new client or have subscribed to the A La Carte or StartUp package, you can submit a Technical Support request for a 14-day free Professional bundle trial.
For more information on requests for extending the Professional bundle trial subscription, see How to Request an Extension of Your Trial Subscription.
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Book a Demo
You can learn more about the MSPbots app experience and benefits anytime during your trial period. Click the Book a Demo button to view the online webinars on the MSPbots Demo Training Webinars help page and schedule a demo with our Sales Team.