Onna allows users to set up a free trial account for up to 30 days. This article will show you how to upgrade your Onna Enterprise Discovery account before the trial period ends. You have the option to pay immediately with a credit card or submit a quote for a purchase order. 

Note: Please remember if you cancel or upgrade your trial account, your Enterprise Discovery environment will reset and all data will be removed. 

To upgrade your trial account, the Account Manager must update the billing information. 

Note: The Account Manager is the original user that created the Enterprise Discovery account.

Account Managers should first head to the My Plan button at the top right corner of your dashboard as indicated below.

A slider will appear at the right hand side of the screen where you will see your plan metrics including: the number of days left in your trial, the volume of processed data, the number of connected sources, and the number of active users. 

At the bottom of the slider, you will see the option to Purchase a plan as indicated below. 

Note: A modal will pop up to remind you that upgrading your trial will reset your Onna environment and remove your trial data.  

Click the arrow to continue to your account subscription details. This modal will give you a summary of your trial details. 

Note: For trial users, you have up to 100MB data to process and 10 connected sources.

Continue to the purchase funnel by clicking, Purchase my plan.

There is the option to cancel your plan at the bottom of the subscription page. Please remember that your trial data will be removed if you cancel your trial.

Next, you will create your updated Enterprise Discovery paid plan. Pricing is based on the number of connected sources, which is defined as an individual custodian whose data is collected from a single data source like Slack, Slack Enterprise, Quip, or Microsoft office. Your plan is priced annually. To learn more about pricing view our Pricing page.

You have the option to pay immediately by credit card or to pay with a purchase order. 

Upgrade your plan with a credit card

You can immediately pay to upgrade your account with a credit card.

Choose the number of connected sources for your annual plan. Click Select to purchase to add your credit card details. Once you have finalized your credit card details, click Continue to payment.

Before confirming your purchase, remember to check the Master Service Agreement. Click Confirm and pay.

Upgrade your plan with a quote

For those who need to submit a purchase order, you have the option to generate a quote. 

Choose the number of connected sources for your annual plan. At the bottom of the subscription modal, click Create quote. Once you have confirmed the number of connected sources in your plan, click Save quote.

Before confirming your quote, remember to check the Master Service Agreement. Click Confirm quote.

You will receive an invoice via email for download. 

Note: Your Enterprise Discovery plan will only be available once payment is made.


Adjust your plan

After upgrading your Onna plan, you have the option to add more connected sources at any time. To do so, click on My Plan to open the slider menu with you plan metrics. At the bottom of the window you will see the option to Adjust your plan.

Your plan subscription will pop up and you will have the option to Adjust your plan and buy more connected sources. 

Note: You can purchase up to 100 connected sources for an Enterprise Discovery plan. For plans with 100+ connected sources, please contact us.

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