The Account section is only accessible to the Account Admin security group.

You can see more details about permission levels and data access, here.

Under the Profile menu point in the top right corner, you can find the Account section.

From the Account section, you will get an overview of your invoices and subscription plan details, as well as the option to download invoices from directly inside Planday.


Overview

The Overview page gives you an overview of your current plan and your payment details.

You can easily edit your payment details from this page by clicking on Edit Payment Details.

Plans

From Account > Plans you can have a look at the different Subscription plans available in Planday, and choose to upgrade your plan directly from this page.

Invoices

Under Invoices, you will find an overview of all your invoices from Planday. You also have the option to download them whenever needed.


If you need to make changes to the permissions and security groups or you encounter something unexpected, please reach out to our support team.

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