Upgrading, downgrading, and adding users

This article walks through what you can change yourself in CVViZ — upgrading your plan, adding more users, and what to do if you need to downgrade. CVViZ uses the term Users, not "seats", and the entire flow lives at Settings → Billing.

Quick reference

Upgrading your plan

1. Open Settings → Billing.
2. On the Plan tab, click Upgrade Plan in the top-right of the plan header.Note: this button is hidden if you're already on the top plan or on a lifetime deal.
3. In the upgrade modal, choose:
   • The plan you want.
   • Billing cycle — Monthly or Yearly (some accounts also see Quarterly).
   • Number of users (quantity).
   • Optional: enter a coupon code.
4. Review the summary. If you're upgrading mid-cycle, you'll see a Prorated Upgrade Cost breakdown:
   • Credit for unused days on your current plan.
   • New plan charge for remaining days in the cycle.
   • GST/tax (Indian customers only).
   • Final Amount due today.
5. Click pay. The Razorpay checkout opens — enter your card, UPI, or net banking details there.
6. After payment we wait for confirmation (status moves PENDING → PROCESSING → COMPLETED) and then refresh your plan and invoice list.

Adding more users (or Resumes / Jobs)

You don't need to change plan to add capacity. From the Plan tab:

1. Find the row in Usage & Limits for the resource you want to expand:
   • Users (top-up code UT)
   • Resumes (top-up code RT)
   • Jobs (top-up code JT)
2. Click Increase Limit.
3. Enter the additional quantity in the modal and complete payment via Razorpay.

Once payment completes, the new cap is reflected in Usage & Limits immediately.

Adding credits

For credit-based features, use the Add Credits button on the matching row:

• Advanced Parsing Credits (ADPC) — only visible if advanced parsing is enabled on your plan.
• View Contact Credits (PSVC) — visible if your plan includes People Search.

Automations and People Search Credits are display-only — they aren't sold as standalone top-ups. To raise those, upgrade to a plan that includes a higher allowance.

Adding an add-on

Below Usage & Limits is the Add-ons card. Available add-ons appear under Available Add-ons; click Add on the one you want. Common ones:

• Multiple Domains (MDA) — extra sender domains for outbound email.
• Custom Careers Domain (CNAME) — host your careers page on your own domain.
• API — API access for integrations.

What you have already is shown under Active Add-ons.

Switching billing cycle

Monthly ↔ yearly switches happen through the same Upgrade Plan modal — pick the cycle you want at step 3 above. Yearly plans use a discounted monthly-equivalent price (e.g. yearly cost = monthly equivalent × 12).

Downgrading

There's no self-serve downgrade. The Billing UI only supports adding capacity or moving to a higher plan; it does not let you reduce your user count, switch from yearly to monthly, or move to a smaller plan on your own.

If you need to downgrade:

• open the help widget (bottom-right) and Send us a message with your account email and what you'd like to change.
• Downgrades typically take effect at the end of your current billing cycle — you keep your existing limits until then.

If you want to stop being billed at the end of the cycle without further changes, you can cancel auto-renewal yourself. Look for the auto-renewal banner on the Plan tab and click Cancel; details are in Cancellation and data export.

What "Users" actually means here

CVViZ counts active users — people who have been invited and haven't been deactivated. Removing or deactivating a user from Settings → Users & Roles frees up that slot, but it doesn't refund the topped-up quantity. Buy capacity for the headcount you actually need.

Trouble with the upgrade flow?

• If the Razorpay window doesn't open, check that pop-ups are allowed for app.cvviz.com.
• If payment is taken but the plan doesn't update within ~2 minutes, refresh the Billing page; the page polls for status (PENDING → PROCESSING → COMPLETED).
• If Billing shows your company info is incomplete before checkout, fill the Update Company Information form first — Indian customers must provide a GST number to invoice correctly.
• For anything else, see Failed payment troubleshooting or contact the in-product help widget (bottom-right of any CVViZ page).