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How to switch from the Team to the Leader plan

To switch from the Team plan to the Leader plan, you can navigate to Settings > Billing > Plan. Next to the Leader plan, you will either see a button that says "Choose this plan" (in which case you can click that) or you will see a link that says "You are currently using features not available in the Leader plan".  When clicking on that, you will see the features that you must first remove before being able to click "Choose this plan" on the Leader plan.  

Here is a brief description of how to disable each of those features that might show up there:

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Texting

To remove the texting ability, navigate to Settings > Billing > Plan and change the "Texts" dropdown from "350 - Free" to "0" and click the "Choose this plan" button underneath the Team plan icon.


Phone Numbers

To remove a phone number, navigate to Settings > Billing > Phone Numbers and click the "Delete" icon next to the phone number there.  If you have used your phone number for voicemails already, you'll need to remove them from the Communication tab, specifically in the "Voice" section of the broadcaster with a phone number.

 

User-Submitted Events

To disable user-submitted events, you will need to find the calendar page in your site that has user-submitted events enabled. You can do this by going to the Website tab of your control panel and using the "Page type" dropdown menu to show only calendar pages.  Under "Calendar Settings", you can uncheck the checkbox that says "Allow users to host events" and then click "Save" at the bottom of the page to save this setting.

In addition, if you have any event pages that were user-submitted, you'll need to go into the "Settings" tab for that event page and uncheck the checkbox that says "This event was submitted by a user". You will then need to click save to update that setting. It may also be useful to view your list of pages and use the "page type" dropdown menu to show only event pages.  There is a small icon next to user-submitted events that looks like this: 


Memberships

To remove the memberships feature, you can navigate to Settings > Defaults > Membership Types and click the 'Delete' icon next to the membership type.  If there are currently members that have that particular membership type, the membership type will not be able to be removed until you remove the membership from those people. To remove memberships from a group of people, run a filter for your current members, add them to a list, and batch remove each membership type from their profiles.

If you have paid memberships in your nation, each donation will need to be disassociated from its corresponding membership in every profile. If there are too many paid members for you to feasibly take this action manually, please reach out to [email protected].

 

Custom Permissions

Nations on the Leader plan will always have access to the "Admin" permission set, which grants the control panel access to everything, and one other permission set called "Staffer", which can be customized. If you have more than those two, you'll need to remove them before switching to Leader. You can do so by going to Settings > Defaults > Permission sets and clicking the 'Edit' icon. From there, you can use the orange 'Delete permission set' button at the bottom of the page to remove the permission set.

If any control panel users currently have that permission set, you'll need to change their permission set to either Admin or Staffer before you can remove the permission set.

 

Sites

The Leader plan allows you to have two websites in your nation.  If you have more than two, you can remove a site by navigating to Websites > [Your Site Name] > Site Settings and click the 'Delete site' button at the bottom right corner of the page. You cannot delete a site if it set as your nation's default site. If you'd like to change the nation's default site, you can do so using the 'Primary website' dropdown menu found in Settings > Defaults > Basics.

If there are any pages in the site that you are about to delete that you want to preserve, you can go into the page settings for that page and change the 'Website' dropdown so that it lives under you new website. Just make sure that it isn't listed as the current splash page or homepage!

 

Developer API

If this feature is enabled, this indicates that you have an active API token under Settings > Developer > API Token. Click "revoke access" to remove the token. If you are receiving a message that this feature is in use but you do not see a Developer tab under Settings, please reach out to [email protected].

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