Managing Your Plan

This article explains how to change your SoterAI plan, adjust seat counts, or cancel your subscription.

Changing Your Plan (Upgrade or Downgrade)

1. Go to Other Settings → Billing in the left nav.
2. Under Your Plan, click Change Plan.
3. Select the desired edition (Starter/Insurance or Enterprise).
4. Adjust your seat count as needed.
5. Review the prorated cost for the remainder of your billing cycle and confirm.

• Upgrading: New features (e.g. Data Sources, Risk Intelligence) become available immediately.
• Downgrading: If you move to a lower edition, Pro-only features will be disabled at the end of the current billing period.

For Enterprise plan changes or negotiated volume discounts, contact your SoterAI representative or email help@soteranalytics.com.

Adjusting Seat Counts

• Add Seats: Increase your seat count at any time; charges are prorated to the day.
• Remove Seats: Decrease seats before the next billing date to avoid charges; removed seats become unavailable immediately.
• View Usage: Seat utilization details appear in the Billing screen under Active Seats.

Cancellation & Data Retention

1. In Billing, click Cancel Subscription.
2. Confirm your cancellation—your account will remain active until the end of the current billing period.
3. After the billing period ends, your organization reverts to the free Starter plan (with Starter features and no seat charges).

Data Retention: Your workspace data (chats, workflows, documents, risk scenarios) is retained for 90 days after cancellation. You can re-activate your paid plan at any time during this window to restore full access.

Need Assistance?

If you have questions about plan changes, seat management, or data retention, contact help@soteranalytics.com or your SoterAI representative.