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My Account and Billing

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Managing your Account Settings and Subscription Plans

The ‘My Account’ tab is where you manage your personal account details and subscription preferences in sumApp.

You’ll use this section when you need to:

  • Change the contact name, email address, or password linked to your account.
  • Update or switch your subscription plan.
  • Access your billing and payment history through the Stripe portal.

This is especially relevant for organizations where team members change over time or when you need to adjust your plan to match evolving project needs.

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

The ‘My Account’ tab helps you maintain accurate contact information and manage your active subscription without needing to contact support.

Common reasons include:

  • Transferring account ownership to a new project lead or staff member.
  • Adjusting your subscription plan as your mapping project expands (or contracts).
  • Accessing receipts, invoices, and renewal details directly through the Stripe subscription portal.

💡 Tip: Keeping your account information current ensures that important billing and renewal notifications reach the right person.

Choosing a Subscription Plan and Number of Projects

⚠️ Important Notes:

  • Tier III and Tier IV subscriptions cannot be downgraded once created. Please make sure you want to stay at that tier before upgrading.
  • sumApp uses Stripe for secure payment processing. Stripe does not share your credit card information with sumApp.
    When you make a change to an existing paid subscription, Stripe automatically pro-rates your charges based on time remaining in your billing period.

📘 Example:
If you subscribe to Tier II (1 project) for one year on January 1, and later increase to 3 projects on April 1, Stripe calculates the difference between the two plans and bills you accordingly for the remainder of your term (through the next January 1).

Once you have an active subscription, you will see a green ‘Manage your subscription’ button appear on your ‘My Account’ page.

Canceling Your Subscription on sumApp

Canceling Your Subscription on sumApp

1. Scroll to the bottom of the page and click “Manage your subscription”.

2. Click “Cancel subscription”

3. On the ‘Confirm cancellation’ page, click ‘Cancel subscription’.

4. Click “Return to sumApp” to return to your sumApp account.

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My Account and Billing

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CONTENTS

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage m

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand:

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscriptio

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to &#8216

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page t

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-h

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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