This guide walks you through the process of upgrading from a Free to a Paid Elements plan, covering plan selection, billing options, editor seats, and credit usage. It also explains how to manage your subscription and payments after the upgrade.
Step 1: Click on the “Upgrade” button
At any time, you can upgrade directly from within your workspace by clicking the green “Upgrade” button in the top-right corner of the Elements app.
Step 2: Choose your plan and seats
This is where you configure how you’ll be billed and select the credit package and number of editors that best suit your organization’s needs.
This screen is designed to guide you toward the most suitable setup based on your connected Salesforce orgs and current space configuration.
Billing Period
First, choose your billing period:
Monthly – Pay month by month.
Yearly (Recommended) – Pay annually and save up to 10% compared to monthly billing.
For most customers, we recommend Yearly billing to reduce overall cost.
Tier Selection
Next, select the organization complexity tier, which determines the number of credits included per editor. If you already have one or more Salesforce orgs connected to your space, Elements will automatically estimate the number of credits required to support:
Daily synchronization
Metadata analysis
Other paid features
Based on this estimation, the most suitable tier is pre-selected for you. If multiple Salesforce orgs are connected, the tier is pre-selected based on the most complex org in your space.
Available tiers include:
Standard Org: 1.0M credits – $100 per editor
Moderate Org: 3.0M credits – $200 per editor
Complex Org: 5.0M credits – $300 per editor
You can still change the tier manually if needed, but the pre-selection reflects our recommended minimum for stable operation.
Editor Seats
You can configure how many editors will actively maintain documentation, metadata, diagrams, and business processes. We recommend having at least one editor per Salesforce organization.
If your space has Salesforce orgs connected, the editor count is automatically pre-selected.
If your space already has multiple editors invited, the editor count reflects that setup.
For example, if your space has two Salesforce orgs connected, the number of editor seats will default to two, even if only one editor is currently active. This is because each Salesforce org requires its own editor allocation to cover the credits needed for daily synchronization and ongoing maintenance.
Once you’re satisfied with the configuration, click Subscribe to proceed to the payment step.
Step 3: Enter payment details
You’ll be redirected to a secure Stripe Checkout page.
On this screen:
Enter your email and card details.
Provide your cardholder's name and billing address.
Review the summary of your chosen plan and total price.
Click Pay and Subscribe to finalize the upgrade.
The checkout is powered by Stripe and fully compliant with international payment standards (PCI DSS).
You’ll receive a confirmation email once payment succeeds.
Step 4: Manage your subscription
After successful payment, you’ll automatically return to your Elements workspace. When you click the Settings (⚙️) icon in the top-right corner of the Elements workspace, a dropdown menu appears with several options for managing your space.
Manage subscription
This opens the Billing & Subscription Management panel, where you can:
View your current plan, renewal date, and next payment amount.
Upgrade or downgrade your plan.
Change billing frequency (monthly or yearly).
Access your Stripe Customer Portal for:
Updating payment methods.
Viewing invoices and receipts.
Cancelling or modifying your subscription.
Tip: Only Space Admins have access to subscription management options.
Credits Usage
This opens the Credits Dashboard, where you can:
See your total credit pool for the space.
Track credit consumption by feature or user.
Identify when you are nearing your monthly credit limit.
Plan upgrades or top-ups before running out of credits.
The dashboard provides clear visual indicators (e.g., bars or percentages) to show how much of the monthly allocation remains.
For more information on credits, navigate to the following article: What Are Credits and How Can They Be Used?