Account FAQs
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George Sutton
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How do I upgrade my Unleashed subscription?
To upgrade your subscription's user plan or add any of Unleashed's additional modules
- Go to Settings | Billing | Upgrade.
The upgrade can only be completed by the current account owner. Any questions on this process please submit a case to our Experience Team.
How do I cancel my Unleashed Subscription?
In line with Unleashed's Terms & Conditions, any request to cancel your subscription with Unleashed must come from your account's current owner. To request cancellation for your entire Unleashed subscription, please follow the below steps:
- From the account owner's login, head to Settings, Billing.
- At the bottom of the Billing page, select the link provided within the message "in if you wish to cancel your subscription, please click here."
- Follow the instructions provided within the cancellation page to proceed with the cancellation.
- Once your request to cancel has been submitted, our Customer Success team will be in touch to follow-up and confirm.
NOTE: The cancellation will be completed in line with clause 8 of our Terms & Conditions.
How do I get help with my Unleashed subscription?
Should you have any queries regarding your current Unleashed subscription, contact our Support team by submitting a ticket and they will be able to provide you with assistance.
To submit a ticket:
- Ensure your Unleashed user is enabled for Support in your Unleashed account.
To do this, go to Settings, Security, Users and tick the Support checkbox available next to your user details. If you are unsure or do not currently have access to the Users page, contact your account owner who can submit a ticket on your behalf. - Once enabled for Support, click on the ? icon in the top right corner of your Unleashed page and select "Submit a support ticket".
- You will then be redirected to Unleashed Support's Help Portal which requires a unique login. We recommend using the same email address as your Unleashed login to ensure your queries reaches the appropriate team.
- Follow the portal's directions to submit a query regarding your Unleashed subscription.
- Our Support team will then be in touch to follow-up on your query.
For more details on submitting a ticket, see Submit a support ticket in the Support Portal.
How do I downgrade my Unleashed Subscription?
In line with Unleashed's Terms & Conditions, any request to downgrade or remove an additional module or service from your Unleashed subscription must come from your account's current owner. To request a downgrade or removal , please follow the below steps:
- From the account owner's login, head to Settings, Billing.
- At the bottom of the Billing page, select the link provided within the message "To downgrade to another plan or change the product and services on your account please submit a request with our team"
- You will then be redirected to Unleashed Support's Help Portal which requires a unique login. We recommend using the same email address as your Unleashed login to ensure your queries reaches the appropriate team.
- Follow the portal's directions to submit a query regarding your Unleashed subscription.
- Once your request has been submitted, our Customer Success team will be in touch to follow-up and confirm.
For more details on submitting a request , see Submit a support ticket in the Support Portal.
NOTE: The downgrade will be completed in line with clause 8 of our Terms & Conditions.
Can I get an extension on my 14 day Trial?
If you would like to discuss your Unleashed trial or extend it's duration, reach out to your Unleashed Sales consultant via email and they will be able to further assist you.
Can I keep my business data from the trial when I convert to a live subscription?
If you have already started adding your business's data, such as products, customers and suppliers, during the trial of your Unleashed account you have the option to retain this data. Upon sign up, you will see a pop-up window displayed which will ask whether you would like to keep your trial account's data or not. Follow the instructions on the window displayed to action accordingly.
Upon activation of your trial account, example data will automatically included to give you some idea of how Unleashed works. If you would like to remove this example trial data and use your own business's data instead, follow the below steps:
- In your Unleashed trial account, select the Manage Trial button in the top right corner of your Unleashed page.
- In the Trial Management page, select any of the following buttons to action accordingly:
- Insert Example Data: Adds Unleashed's example data into your trial account.
- Delete All: Removes all (both example and your own) applied settings, transactions, product, customer and supplier data from the Unleashed trial account.
- Delete Transactions: Removes all open and completed transactions from the Unleashed trial account.
- Delete Products: Removes all product data that exists in the Unleashed trial account (cannot be actioned if transactions still exist in the Unleashed trial account.).
- Delete Suppliers: Removes all supplier data that exists in the Unleashed trial account (cannot be actioned if transactions still exist in the Unleashed trial account.).
- Delete Customers: Removes all customer data that exists in the Unleashed trial account (cannot be actioned if transactions still exist in the Unleashed trial account.).
How do I register to become a Unleashed Partner?
To register as a Partner of Unleashed Software, you will need to submit a request with our Partner team. Full details on becoming an Unleashed Software Partner please click here.
How do I update the existing Unleashed account owner?
If you need to change the current account owner for your Unleashed account, our Support team will manage this for you. To update the account owner, see the below steps:
- The current account owner will need to navigate to the ? icon in the top right of Unleashed and select "Submit a support ticket".
- You will then be redirected to Unleashed Support's Help Portal which requires a unique login. We recommend using the same email address as your Unleashed login to ensure your queries reaches the appropriate team.
- Follow the portal's directions to submit a query, In the ticket details, provide the new account owner's email address and confirm you'd like to process the transfer.
NOTE: The new owner needs to be an active user in your Unleashed account. For more details, see How to add or invite a user. - Once your request has been submitted, our Support team will be in touch to follow-up and confirm.
How do I see what my current subscription plan is?
To review your current subscription with Unleashed, you can either:
- As the account owner, head to Settings, Billing and review the account's current plan and included modules and services.
- As the account owner, go to your username's dropdown menu in the top right of the Unleashed page and select "My Account". Your Unleashed account's current subscription will be displayed in the Version column. For more details, see Managing User Account Options.