From the Subscription and billing settings, you can manage your Subscription and Billing information, view Purchase history/download invoices, and change the billing contact information of your site.
Subscription and billing settings
There are two ways to access the settings:
1. Click on your profile picture icon in the upper-right corner of the top bar and select Subscription and billing.
2. Click on your profile picture icon in the upper-right corner of the top bar and select System settings > General settings > Account.
The settings are organized into four separate subsections, and you can access them via the menu options:
Please note: To be able to access these settings, your user account needs to be configured with the appropriate permissions. For more information, please take a look at the Managing access to Account setting paragraph.
From the Subscription page, you can view and manage your ftrack subscriptions. The screenshot below shows what the interface looks like.
Depending on the subscription plan, it might be editable.
For editable subscriptions, you have the following options:
Adding or removing users
Here are the steps on how to increase or decrease the number of available users on your ftrack service:
1. Adjust the user number by either entering a number in the field or by using the plus and minus buttons.
When decreasing the number, the change will occur at renewal, and you can continue to utilize the user count until then.
When increasing the number, the change will take place immediately. You will be charged an amount proportional to the remainder of the current billing period.
2. Press the Save changes button. (You will be presented with a new total cost and asked to confirm your changes before it takes effect.)
Adding a new subscription
To add a new subscription to your account, click the Add new subscription button in the upper-right corner of the Subscription interface and use the drop-down menu to choose the subscription you prefer (monthly or annual).
|Please note: You can only add a subscription once. If the subscription is greyed out, you can not add it.
Converting between plans
You can convert a monthly subscription to an annual payment plan by clicking the Convert to annual button. This will end the monthly plan and either create a new annual plan or add the quantity to an existing one.
Converting a trial to a paid plan
If you wish to end a trial period before the set date, you can press the Buy now button.
Switching your ftrack product (Review & Studio)
Because ftrack Review and ftrack Studio are fundamentally different products, there are limitations when switching between the two. Each product has distinct workflows, and therefore when changing from one, you will lose access to another.
ftrack Studio vs ftrack Review:
Product switch for trial customers
Switching from one product to another can only be done by our support team and for sites that are still in the early stages of the trial. For most trial accounts, before switching products, we first recommend setting up a separate trial instance (Review or Studio).
Please note: Different products have different domains (UIs), and you need to use separate emails for the signup.
Product switch for paid customers
Switching from ftrack Review to ftrack Studio
The ftrack Review subscription can only be switched to the ftrack Studio subscription by our support team.
Before requesting an upgrade to ftrack Studio from Review, it is important to understand the difference between Studio and Review and set your expectations right. Therefore, we highly recommend signing up for an actual trial and evaluating the product first, using this link.
|Please note: Signing up for a new trial, you must use another email address than you used for the Review signup. It can be a personal email address, or someone else's within the organization.
- To request a product upgrade from ftrack Review to ftrack Studio, please open a support ticket
Tip: By changing subscriptions from Review to Studio, the application interface will change, but all data, including users, projects, assets, feedback, etc. will be kept, and the ongoing review sessions will continue as normal.
Please note: Once Review is converted to Studio, it can not be changed back.
Switching from ftrack Studio to ftrack Review
The ftrack Studio subscription cannot be switched to the ftrack Review one. Currently, the only way to change the products is by canceling the Studio subscription and setting up a new separate trial instance of Review.
Tip: Before doing so, it is important to understand the difference between Studio and Review and set your expectations right. Therefore, we highly recommend signing up for an actual Review trial and evaluating the product first, using this link.
Please note: Signing up for a new trial, you must use another email address than you used for the Studio signup. It can be a personal email address, or someone else's within the organization.
Canceling a subscription
To cancel a subscription, press the Cancel subscription button in the lower-left corner of the interface.
|Tip: At the end of your free ftrack trial period, unless you add billing information, your site will automatically be torn-down and all data destroyed.
From the Billing information page, you can update your saved payment method and billing address.
Fill in the required billing information and click Update to save.
|Please note: For security reasons, the card number of a payment method is never shown and must be provided each time when the billing information is updated. The type and last four digits of a saved card will be shown to the right of the Card number field.
Under Contact information, you can update who is the account owner.
To update, type in the Name, Email, Confirm email, and click the Save changes button to confirm.
The account owner will receive information related to the account and billing via email.
From Purchase history, you can see all your past invoices with the option to download them as PDF files.
To download an invoice, go to the Download column and click the purple PDF icon.
Managing access to Account settings
If you do not have permission to access Account settings, a message shown below will appear when navigating to Account settings. To request access, reach out to one of the users addressed with the following instructions (for example - John Doe).
Who has access to Account settings is controlled by permission settings:
1. In the System settings > Security Settings > Has access to account settings the user's name needs to be assigned (for example - Astrid Eriksson). To enable access to someone, edit the value and select the user from the list.
|Please note: You will need permission to access Account settings to be able to edit the values. As a safety precaution, do not remove yourself from the list!
2. In the System settings > Security > Roles, the user's assigned role must also have the Global permission > Manage settings enabled.
|Tip: Contact your ftrack administrator or email@example.com for more information.