|
| 1 | +--- |
| 2 | +id: upgrade-sumo-logic-flex-account |
| 3 | +title: Upgrade a Sumo Logic Flex Account |
| 4 | +sidebar_label: Upgrade a Flex Account |
| 5 | +description: Learn how to upgrade a Free or Trial account to an Essentials subscription. |
| 6 | +--- |
| 7 | + |
| 8 | +import useBaseUrl from '@docusaurus/useBaseUrl'; |
| 9 | + |
| 10 | +This page explains how to upgrade a Free or Trial Sumo Logic account to Essentials and adjust existing Essentials plans. |
| 11 | + |
| 12 | +:::note |
| 13 | +You must be an account *administrator* to upgrade your Sumo Logic plan. |
| 14 | +::: |
| 15 | + |
| 16 | +## Upgrade a Free or Trial Credits account to Essentials |
| 17 | + |
| 18 | +Using our self-service checkout, you can upgrade for an Essentials plan in minutes using a credit card—no need to interact with the sales team. |
| 19 | + |
| 20 | +<img src={useBaseUrl('img/manage/subscriptions/essentials-landing-page.png')} alt="Sumo Logic Essentials upgrade plans" style={{border: '1px solid gray'}} width="700" /> |
| 21 | + |
| 22 | +Essentials plans are ideal for: |
| 23 | +- Small to medium-sized businesses seeking quick and independent onboarding. |
| 24 | +- IT professionals, developers, and analysts who need rapid access to advanced features for security, monitoring, and analytics. |
| 25 | + |
| 26 | +<details> |
| 27 | +<summary>What's a Sumo Credit?</summary> |
| 28 | + |
| 29 | +Sumo Credit is a unit of measure used to flexibly pay for any products (for example; logs, metrics, or storage) within your plan. It allows you to allocate resources as needed, helping to avoid unnecessary waste. |
| 30 | + |
| 31 | +</details> |
| 32 | + |
| 33 | +Steps to upgrade: |
| 34 | + |
| 35 | +1. Navigate to the **Manage Plan** page. |
| 36 | + * **[Classic UI](/docs/get-started/sumo-logic-ui-classic)**. From the left navigation menu, go to **Administration > Account > Manage Plan**. |
| 37 | + * **[New UI](/docs/get-started/sumo-logic-ui)**. From the top navigation menu, go to **Administration > Account > Manage Plan**. |
| 38 | + |
| 39 | +1. Select your Essentials plan. |
| 40 | + - Choose **Troubleshoot**, **Collaborate**, or **Orchestrate** ([learn more](/docs/manage/manage-subscription/sumo-logic-credits-accounts/#essentials)). |
| 41 | + - Choose **monthly** or **annual** billing. |
| 42 | + |
| 43 | +1. Enter your payment details. |
| 44 | + - Fill out the secure payment form. Once your payment is processed, your account will be upgraded, granting you immediate access to premium features. The payment is calculated for the full day on which you confirm and pay. Your subscription begins at midnight PST on that day. |
| 45 | + |
| 46 | +## Adjusting Essentials plans |
| 47 | + |
| 48 | +You can switch between Essentials plans or update billing cycles as needed. Changes take effect immediately or at the next billing cycle, depending on your request. |
| 49 | + |
| 50 | +The table below explains our Essentials plan billing plan change policies. |
| 51 | + |
| 52 | +| Plan Type | Immediate Plan Change Allowed? | What Happens at 100% Credit Depletion? | When are Overages Charged? | When are Plan Changes Charged? | |
| 53 | +|:--------------------------|:------------------------------------|:--------------------------------------------|:-------------------------------------------|:--------------------------------------------------| |
| 54 | +| **Month-to-month** | Yes | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle | |
| 55 | +| **Month-to-annual** | No | Overage allowed | At the start of the next billing cycle | At the start of the next billing cycle | |
| 56 | +| **Annual-to-annual** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle | |
| 57 | +| **Annual-to-month** | No | Immediate plan renewal | N/A | At credit depletion or at the next billing cycle | |
| 58 | + |
| 59 | +:::note |
| 60 | +- There is no carry forward of unused credits in any plan type. |
| 61 | +- Customers using order forms for billing cannot switch to self-service payments. |
| 62 | +- Downgrades to the Free account are not supported through the checkout interface. |
| 63 | +- Downgrades between paid plans take effect at the start of the next billing cycle. |
| 64 | +::: |
| 65 | + |
| 66 | +To modify your payment details, see [Manage Billing Information](/docs/manage/manage-subscription/manage-billing-information). If you encounter issues during your upgrade, contact [Support](https://support.sumologic.com/support/s/). |
| 67 | + |
| 68 | +## Enterprise plans |
| 69 | + |
| 70 | +If your needs exceed Essentials plan capabilities, contact [Sales](https://www.sumologic.com/contact-us/) to explore Enterprise plan features like Cloud SIEM and advanced tiered analytics. Our team is here to help you find the best fit for your organization. |
| 71 | + |
| 72 | +## Cancel your account |
| 73 | + |
| 74 | +Looking to cancel your Sumo Logic subscription? See [Close or Cancel a Sumo Logic Account](/docs/manage/manage-subscription/close-cancel-sumo-account). |
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