How Your Data Is Preserved When You Downgrade Your Plan

Navigate to Settings to initiate a plan downgrade.
Select Manage Subscription to view billing options.

⚠️ Heads up: Before confirming the downgrade, review the summary of changes. Growth-only features will be listed for removal.

Data preserved after plan downgrade

Choose the downgrade from Growth to Starter and select Confirm. [SCREENSHOT NEEDED HERE]
Verify that advanced financial reports are preserved in a read-only state. They are not deleted. [SCREENSHOT NEEDED HERE]
Verify that leases created via bulk tools remain active and accessible. [SCREENSHOT NEEDED HERE]
Verify that extra team members beyond the Starter 2-user limit have their access adjusted and are notified of the change.

What to expect

Advanced financial reports are preserved in read-only state and not silently deleted. All leases remain active and accessible. Extra team members’ access is adjusted to match the Starter plan limits, and affected users are notified.

Need help?

Symptom	Cause	Fix
Financial reports appear deleted	The reports may be hidden behind a paywall	Check the Financial Reports page. Reports should appear as read-only.
Team members cannot access the platform	Their access was adjusted during the downgrade	Affected team members should have received a notification. Upgrade your plan to restore full access.