Skip to main content
All CollectionsPlan and Billing
Managing your subscription in Matrak
Managing your subscription in Matrak

This guide will help you manage your subscription, including how to upgrade plans, handle payment methods, and manage usage limits.

William Chang avatar
Written by William Chang
Updated over a week ago

Table of Contents


Manage your subscription

Matrak plans

Matrak offers a range of plans to suit your needs, from a Free Tier for exploring basic features to customisable Enterprise solutions. You can compare all plans at Matrak Pricing or contact us to tailor the best plan for your organisation.

Free Plan

For you to explore Matrak features. With this plan, you can:

  • Access Matrak core features

  • Up to 1,000 items tracked

Single Use

A place for the company to track a small number of projects. With this plan, you can:

  • Access Matrak core features

  • Up to 4,000 items tracked per month

Starter

For multiple trades and stakeholders. With this plan, you can:

  • Access Matrak core features

  • Up to 6,000 items tracked per month

  • 3 external collaborators

Medium

For more flexibility. With this plan, you can:

  • Access Matrak core features

  • Up to 12,000 items tracked per month

  • 6 external collaborators

  • API Integration

Enterprise

Tailored for large organisations. With this plan, you can:

  • Access Matrak core features

  • Customisable tracking and collaboration

  • Priority support

  • Advanced integrations

Matrak Additional add-ons

We also provide flexible additional add-ons if you want extra products:

  • Additional items: if you still want to stay on the current subscription tier, but want to track more items

  • Additional collaborators: if you still want to stay on the current subscription tier, but want to let more companies coordinate with your project

  • API Access: if you want to have API access for better integration


What’s on the Billing Page

To view the company’s subscription information, click on 'My Company' on the left-hand navigation bar, and select the 'Plans and Billing' tab.

On this page, it displays:

  • Your current subscription details.

    • Please note: Pricing information shown under Subscription Details relates to your current subscription information. If you want to see your next invoice information, click on the ‘Go to billing portal’ and you will see more information about your next invoice.

    • The Billing page will show your invoice history from the 1st October. If you would like to access any older invoices please email Finance Team.

  • Usage statistics (e.g., items tracked and collaborator seats).

  • A breakdown of project usage.

Tip: Only company admins can access the Plans and Billing page. If you have any questions regarding your company’s subscription, contact your company admins for more information.


To check who are your company admins, click on 'My Company' on the left-hand navigation bar, and select the 'User Management' tab. On the ‘User Management’ page, check whose user role is ‘Administrator’.


What to do if you’re over your limit

How to set collaborator seats

Collaborator seats are included in some subscription tiers, allowing you to invite companies to collaborate on your project if they don't have their own Matrak subscription.

To assign a collaborator seat from your Project Directory:

  1. Navigate to the Project Settings: Use the left-hand sidebar menu to go to the Project Settings page.

  2. Select the 'Project Directory' Tab: Click on the Project Directory tab to access and update collaborator details.

  3. Grant Collaborator Seat For Existing Companies: In the Subscription column, tick the box next to the specific company to grant them a collaborator seat and access to your project.


To Unassign a collaborator seat from your Project Directory:

If your ‘paid-for’ collaborator has completed their work on your project or if you decide that your collaborators should have their own Matrak subscription you can unassign collaborator seats

To do this:

  1. Navigate to the Project Settings: Use the con icon in the left-hand sidebar menu to go to the Project Settings page.

  2. Select the 'Project Directory' Tab: Click on the Project Directory tab to access and update collaborator details.

  3. Revoke Collaborator Seat For paid-for collaborator: In the Subscription column, click on the “Using one collaborator seat” button

  4. You will be prompted to confirm this selection.

  5. On confirmation, it will remove this company as a collaborator and set this company to purchase its own Matrak subscription. This will reduce your company’s current collaborator seat and item usage.


How to “Complete” Projects

You can complete your project on the website if your role for contributing to the project has finished. To complete your project, follow these simple steps:

  1. Click on 'Project Settings' on the left-hand navigation bar, and select the 'Project directory' tab.

  2. Click on the ‘Mark as complete’ button in the “Work status” column.

Tip: Only project admins can complete their projects. If you have any questions regarding your project’s status, contact your project admins for more information

By clicking on the ‘Mark as complete’ button, it will reduce the company's items used and set access to read-only.

Mark the project as complete by mistake? No worries, you can click on the “Reactivate work” button to re-open the edit access of the project。

Did this answer your question?