Viewing Plan Summary

The Plan Summary feature lets users view essential details about their current subscription plan, including the plan name, team member count, and storage limits. This information is vital for effective account management.

Benefits

• Quick Access to Key Information: Users can easily check important details about their subscription without navigating through multiple pages.

• Improved Resource Management: Monitoring team member limits and storage usage helps users manage their resources efficiently.

• Informed Decision-Making: Understanding current limits can assist in planning for upgrades or adjustments to the team structure.

Pre-Conditions

• Active Account: Users must have an active account on AgencyHandy.

• Login Required: Users must be logged in to their AgencyHandy account.

Steps to Use

1. Log in to Your Account:

   • Access your AgencyHandy account using your credentials.

2. Navigate to Settings:

   • Click on the "Settings" option in your account dashboard.

3. Access the Subscription Section:

   • Within the Settings menu, select the "Subscription" section.

4. View Current Subscription Details:

   • Look for the "Current Subscription Details" section. You will find the plan name and a three-dot button (⋮) next to it.

   
5. Open Storage Summary:

   • Click the three-dot button to reveal additional options. Select the "Storage Summary" tab that appears.

   
6. Check Plan Summary:

   • The Storage Summary tab will display:

     • Plan Name: The name of your current subscription plan.

     • Team Members Details: Information on how many team members have joined and the maximum number allowed.

     • Storage Limits: This section provides details on the amount of storage currently consumed and the total storage limit available under your plan.

     

Important Notes

• Regular Monitoring: Regularly check your Plan Summary to stay informed about your subscription limits and usage.

• Team Awareness: Ensure team members know the current limits to avoid reaching maximum capacities.

• Upgrade Considerations: If you are nearing the limit on team members or storage, consider evaluating your subscription options.