Upgrading and downgrading licenses

Note:

Feature availability depends on the cloud platform that you use. For details, refer to the Feature availability page.

This page describes how to upgrade from your current licensing plan to a more comprehensive plan, as well as what happens when your license expires and it is downgraded.

License upgrade

Depending on your licensing plan upgrade path, upgrades are either self-served or assisted by a UiPath representative.

Self-served license upgrade

You perform the following licensing plan upgrades individually by taking the steps in this section:

• Unified Pricing: Basic Trial to Basic
• Unified Pricing: Basic Trial to Standard Trial

To perform a self-served licensing plan upgrade, take the following steps:

1. Log in to Automation Cloud as an organization administrator.
2. Go to Admin > Licenses and, in the top-right corner of the page, indicate the licensing plan you want to upgrade to. The upgrade dialog opens.
3. Fill in the form with your business details. These details are used by our sales representatives to contact you before the trial period expires regarding your potential upgrade to the Pro or Enterprise plan.
4. Select Request to complete the request and close the dialog.

Assisted license upgrade

To perform the following licensing plan upgrades, you must reach out to your UiPath representative:

• Unified Pricing: Any plan to Standard or Enterprise
• Flex: All plan upgrades
  Note:

  You must provide your Support ID for the request.

Upgrading to Basic Trial or Standard Trial

If you are on Unified Pricing and wish to upgrade your licensing plan to Basic Trial or Standard Trial, take the following steps:

1. Log in to Automation Cloud as an organization administrator.

2. Go to Admin > Licenses, and select Start Basic Trial or Start Standard Trial in the top-right corner of the page.

   The upgrade dialog opens.

3. Fill in the form with your business details.

4. Select Request to complete the request and close the dialog.

Back on the Licenses page, next to the page title, the license plan changes to Basic Trial or Standard Trial.

Unified Pricing: Upgrading to Basic

If you are on Unified Pricing and wish to upgrade your licensing plan to Basic, follow the steps in Purchasing a plan.

Unified Pricing: Upgrading to Standard and Enterprise

If you are on Unified Pricing and wish to upgrade your licensing plan to Standard or Enterprise, reach out to your UiPath representative. Note that you must provide your Support ID for the request.

Flex: Upgrading to Enterprise

If you are on Flex and wish to upgrade your licensing plan to Enterprise, reach out to your UiPath representative. Note that you must provide your Support ID for the request.

License expiration and downgrade

When your trial or paid plan license expires, you are automatically downgraded to the Free licensing plan, and the following changes take place in your organization:

• Your overall plan benefits return to the ones for the Free plan, which gives access to limited capabilities. Any extra benefits you had from the superior plan are revoked.
  Note:

  For a comprehensive understanding, refer to the following resources:

  • Plan breakdown for a detailed comparison between the benefits offered with the Free plan and those provided with the trial or paid plans at platform level.
  • Product-specific licensing documentation for a detailed comparison between the entitlements offered with the Free plan and those provided with the trial or paid plans. For example, if you want to understand what Orchestrator functionalities you lose access to in the event of a license expiration, refer to the Orchestrator user guide.
• If you had more than one tenant, all tenants and their services are disabled. You can enable one of your tenants for use. However, once a tenant has been enabled, you cannot enable any other tenants. For details, refer to Enabling tenants.
  Note:

  If you decide to renew your license following a downgrade, you must manually re-enable your tenants.

• Your license quantities are reduced to those that are included in the Free plan, and a license overallocation message is displayed. You must adjust the user and service licenses that you have allocated to only use what is available.