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
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
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
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
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
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’.
Upgrade your plan
You can upgrade your plan using the Matrak website. To upgrade your plan, follow these simple steps:
Click on 'My Company' on the left-hand navigation bar, and select the 'Plans and Billing' tab.
Click on the ‘Upgrade plan’ button on the bottom-left of the screen, and it will navigate to a separate page.
Select the plan you want to upgrade to, then click on the ‘Purchase’ button
You’ll see the order summary for your upgrade. Click the ‘Confirm subscription changes’ button if everything looks good.
Reminder： If you decide to upgrade your plan in the middle of your billing cycle, any additional charges will be applied immediately and prorated for the remainder of your contract term.
Notes: You can purchase additional add-ons as well on the upgrade plan page.
You can pay for your plan via credit card or Direct Debit. Matrak uses Stripe to process payments.
FAQs
Q: How do I downgrade my plan?
A: To ensure plan downgrades are administered correctly, please reach out to your Customer Success Manager to discuss your needs.
Q: How do I cancel my paid plan?
A: If you wish to cancel your paid plan with Matrak, please reach out to your Customer Success Manager.
Usage Limits
This article explains how subscription usage limits, overdue payments, and other factors can impact your access to Matrak. Learn what happens when limits are exceeded or payments are overdue, and what steps you can take to regain access.
What happens if I’m approaching my usage limits?
When your company is nearing its item limits (within 500 items), a dismissible banner will appear at the top of the website to alert you.
For Company Admins: You will see a banner with a Go to Billing Page button. Clicking this will take you directly to the Billing page, where you can purchase add-ons to increase your item limits.
For Regular Users: You will see a banner with a Notify Admins button. Clicking this will send an email notification to your company’s admin, informing them that your company is approaching its usage limits.
This ensures your team is aware and can take action to avoid any disruption in service.
Account Lockout Scenarios
1. Overdue Payments
If your company’s payment is overdue by more than 30 days (e.g., a failed Stripe invoice), your Matrak account will be locked until the payment is settled.
2. Exceeding Usage Limits
Account lockouts can also occur if your usage exceeds the subscription limits due to downgrades, cancellations, or revoked collaborator seats.
What Happens When an Account is Locked?
Depending on your role and the situation, the platform will notify you differently when your account is locked due to the above scenarios.
For Company Admin Users (Paying Company)
If you are a company admin user, responsible for billing, you will receive a pop-up notification when you sign in to the Matrak web app. This pop-up will appear on the Dashboard, blocking further navigation until the issue is resolved.
The modal will explain that your account has been suspended due to an overdue payment or subscription limit issue, and you will only be able to access the Plans and Billings page to update your payment details.
For Regular Users (Edit or View-Only Access)
As a regular user (with read-only or edit access), you will also be notified if there is a payment issue, but your actions will be limited to notifying your admin. A pop-up will block your access to the project when you sign in to Matrak. If you are unsure of who the Admins are for your project, please refer to the User Management page.
What to do if you’re over your limit
If you’ve exceeded your plan’s usage limits, upgrade your plan or purchase add-ons through the Plans and Billing page to regain full access. Prior to doing so, we recommend you:
Check to see if there are any projects that can be “completed” if no further work is required
Check to see if paid-for collaborators have completed their work on your project and no longer require access.
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:
Navigate to the Project Settings: Use the left-hand sidebar menu to go to the Project Settings page.
Select the 'Project Directory' Tab: Click on the Project Directory tab to access and update collaborator details.
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:
Navigate to the Project Settings: Use the con icon in the left-hand sidebar menu to go to the Project Settings page.
Select the 'Project Directory' Tab: Click on the Project Directory tab to access and update collaborator details.
Revoke Collaborator Seat For paid-for collaborator: In the Subscription column, click on the “Using one collaborator seat” button
You will be prompted to confirm this selection.
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:
Click on 'Project Settings' on the left-hand navigation bar, and select the 'Project directory' tab.
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。