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This article explains how to upgrade a user-package on an account. For a Package to be upgraded to another Package it must first be configured with the Upgrade Component.  See the article Package Upgrade Configuration for instructions on how to make a package upgradable.

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1. Load the appropriate account in the AdminPortal

2. On the Overview tab under the Packages section click the checkbox in the Select column for the package you wish to upgrade

   

3. Click the Upgrade button
   Note: if the error message "no upgrade options" appears on the following screen, then the package has not been configured to be upgradable.  See the article Package Upgrade Configuration

4. Select the package to upgrade to and if One-time services on the upgraded (target) package should be billed

   

5. Click the Upgrade button

6. Set the Date, Status and if the new package should be billed

   

7. Click Save and the upgraded package will be displayed on the customers account

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