Handbook X Coordinator WebUI Manual

9. Profile/Service Plan

The Profile/Service Plan tab allows you to view and edit account information, manage service plans, and check billing information.

Note: In the dedicated server version, this is displayed as "Settings," while in the cloud version, it is displayed as "Profile."

9.1 Profile Information

Profile information is displayed at the top of the screen.

Display Items

Item Description
Organization ID Unique identifier for the organization
Company Name Registered company name
Name User's name
Username Email address used for login

9.2 Editing Company Name

To change the company name:

  1. Click the Edit button (Edit) next to the company name
  2. The Edit Company dialog appears
  3. Enter a new company name
  4. Click the Save button

Note: Editing company name is only available to users with owner privileges (except in dedicated server version).

9.3 Editing Name

To change your name:

  1. Click the Edit button (Edit) next to the name
  2. The Edit Name dialog appears
  3. Enter last name and first name
  4. Click the Save button

9.4 Current Service Plan

Note: This section is only displayed in the cloud version.

Information about your current service plan is displayed.

Display Items

Item Description
Plan Name Current plan (Free/Team/Business/Enterprise, etc.)
Billing Cycle Monthly/Yearly
Used Disksize Used capacity / Maximum capacity
Number of Users Used user count / Maximum user count
Status Contract status (Active/Canceled, etc.)
Contract Period Current contract period
Next Billing Date Next scheduled billing date
Auto-Renew Auto-renewal enabled/disabled (Paid plans only)

9.5 Adding and Reducing Disk Space

Note: This feature is only available in paid plans of the cloud version.

Adding Disk Space

  1. Click the Add Space button
  2. The Add Space dialog appears
  3. Select the amount of space to add
  4. Review the pricing
  5. Click the Purchase button

Reducing Disk Space

  1. Click the Reduce Space button
  2. The Reduce Space dialog appears
  3. Select the reduced capacity
  4. Click the Confirm button

Note: You cannot reduce to less than the currently used capacity.

9.6 Adding and Reducing User Seats

Note: This feature is only available in paid plans of the cloud version.

Adding User Seats

  1. Click the Add Seats button
  2. The Add Seats dialog appears
  3. Select the number of users to add
  4. Review the pricing
  5. Click the Purchase button

Reducing User Seats

  1. Click the Reduce Seats button
  2. The Reduce Seats dialog appears
  3. Select the reduced user count
  4. Click the Confirm button

Note: You cannot reduce to fewer users than the current member count.

9.7 Upgrading Your Plan

Note: This feature is only available in the cloud version.

You can upgrade to a higher plan.

Available Plans

Plan Description
Free Free plan. Basic features available
Team Team plan. Sharing and group features available
Business Business plan. All features available
Enterprise Enterprise plan. Customization available

Upgrade Procedure

  1. Click the Upgrade button for your desired plan in the Upgrade Your Plan section
  2. The Upgrade dialog appears
  3. Review the payment information
  4. Click the Purchase button

Selecting Billing Cycle

Viewing Plan Details

Click the View Plan details link to open a detailed feature comparison page for each plan.

9.8 Canceling Subscription

Note: This feature is only available in paid plans of the cloud version.

To cancel your subscription:

  1. Click the Cancel Subscription button
  2. The cancellation confirmation dialog appears
  3. Select a cancellation reason (optional)
  4. Click the Cancel button

Behavior After Cancellation

9.9 Quotation

Note: This feature is only available in the cloud version.

The Quotation section allows you to view past quotations.

Viewing Quotations

  1. Open the Quotation section
  2. A list of quotations is displayed
  3. Click on a quotation to view details

Downloading Quotations

Click the Download button on a quotation to download it as a PDF file.

9.10 Invoice

Note: This feature is only available in the cloud version.

The Invoice section allows you to view past invoices.

Viewing Invoices

  1. Open the Invoice section
  2. A list of invoices is displayed
  3. Click on an invoice to view details

Display Items

Item Description
Invoice Date Date the invoice was issued
Amount Invoice amount
Status Payment status (Paid/Unpaid, etc.)

Downloading Invoices

Click the Download button on an invoice to download it as a PDF file.

9.11 Technical Contact

Note: This feature is only available in paid plans (Team/Business/Enterprise).

A link to contact support is displayed.

  1. Click the Open Support Site button
  2. The support portal opens in a new tab
  3. You can submit questions or report issues through the contact form

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