Welcome to SimplePIA!

SimplePIA is your comprehensive privacy management platform designed to help individuals and organizations create, manage, and maintain Privacy Impact Assessments (PIAs) efficiently. Whether you're new to privacy compliance or an experienced professional, SimplePIA provides the tools you need.

What You Can Do with SimplePIA

• Create comprehensive Privacy Impact Assessments using structured templates
• Collaborate with team members on privacy assessments and compliance projects
• Track and manage your organization's privacy compliance status
• Store and organize privacy-related documentation securely

Getting Started is Easy

1. Choose a subscription plan that fits your needs (start with our Free plan)
2. Set up your subscription and invite team members if needed
3. Create your first Privacy Impact Assessment
4. Explore collaboration features and manage your privacy program

Need Help Along the Way?

This Help Center contains detailed guidance on every aspect of using SimplePIA. Use the search feature to find specific topics, or browse by category to explore different areas of the platform.

Your First Steps with SimplePIA

This guide walks you through the essential first steps to get up and running with SimplePIA quickly and efficiently.

Step 1: Choose Your Subscription

Start by selecting a subscription plan that meets your needs. Our Free plan is perfect for individuals getting started, while paid plans offer enhanced features for teams and organizations.

Available Subscription Options

• Free: perfect for individuals
• Pro: ideal for small businesses
• Team: designed for growing organizations
• Enterprise: built for large organizations

Step 2: Set Up Your Account

• Complete your subscription setup (payment required for paid plans)
• Update your organization information and subscription details
• Familiarize yourself with the capacity display in your header menu

Step 3: Invite Your Team (Optional)

If you're working with a team, invite colleagues to join your subscription. Team members can collaborate on PIAs.

Step 4: Create Your First PIA

Begin with creating a Privacy Impact Assessment. Our structured templates guide you through each section, making the process straightforward even for those new to privacy assessments.

How Subscriptions Work in SimplePIA

Subscriptions are the foundation of your SimplePIA experience. They determine your access to features, storage capacity, and team collaboration capabilities.

Key Subscription Concepts

• Capacity Limits: Each plan includes specific limits for stored PIAs, monthly creations, and team members
• Team Collaboration: Invite colleagues to work together on privacy assessments
• Flexible Management: Upgrade, downgrade, or modify your subscription anytime
• Data Preservation: Your PIAs and configurations are preserved when changing plans

Monitoring Your Usage

Keep track of your subscription usage through the capacity display in your header menu. This shows your current usage for PIAs stored (P), monthly creations (C), and team members (M) with color-coded indicators.

Understanding Capacity Colors

• Green: Under 75% capacity - you're well within your limits
• Yellow: 75-89% capacity - consider planning for capacity management
• Red: 90%+ capacity - take action soon to avoid service limitations

Managing Multiple Subscriptions

You can own multiple subscriptions or be invited to join others. Use your subscription list page to view and manage your subscriptions, or to select your current subscription.

Essential Tasks for New Users

Here are the most common tasks new SimplePIA users want to accomplish, with suggested help topics that will guide you through each process.

Setting Up Your Account

• Choose a subscription plan → See 'Choosing a Subscription'
• Update subscription details → See 'Subscription Management'
• Understand capacity limits → See 'Capacity Management'

Building Your Team

• Invite team members → See 'Member Management'
• Manage team delegate permissions → See 'Member Management'
• Join someone else's subscription → See 'Member Options'

Creating Your First PIA

• Start a new Privacy Impact Assessment using the dashboard
• Work through PIA sections systematically
• Save your progress regularly as you work
• Use collaboration features to get input from team members

Managing Your Subscription

• Monitor capacity usage → See 'Capacity Management'
• Upgrade when needed → See 'Capacity Management'
• Manage billing → See 'Paid Subscription Management'

Getting Help When You Need It

• Search the Help Center for specific topics
• Check capacity troubleshooting if features seem unavailable
• Review subscription status if you encounter access issues

Making the Most of SimplePIA Help

The Help Center is organized into categories that mirror your SimplePIA journey, from choosing a subscription to advanced team management and capacity planning.

Help Categories Explained

• Welcome: New user orientation and getting started guidance
• Choosing a Subscription: Plan comparison and selection guidance
• Subscription Management: Managing your subscription details and settings
• Member Management: Team collaboration, invitations, and permissions
• Capacity Management: Understanding and managing your subscription limits
• Free/Paid Subscription Management: Specific guidance by plan type

Finding What You Need

• Use the search box to find topics by keyword or phrase
• Browse categories to explore related topics systematically
• Check 'Quick Navigation' for the most commonly accessed topics

Help Topic Structure

Each help topic includes practical guidance, step-by-step instructions, troubleshooting tips, and important alerts to help you succeed.

About Subscription Plans

This page provides a detailed comparison of all available SimplePIA subscription tiers. Each plan is designed to meet different organizational needs, from individual users to large enterprises.

Subscription Tiers Overview

• Free: Perfect for individuals getting started with privacy management
• Pro: Ideal for small businesses and privacy professionals
• Team: Designed for growing organizations with collaboration needs
• Enterprise: Built for large organizations with advanced security requirements

Key Features by Category

• Cost: Compare pricing, trial options, and AI feature costs across all tiers
• Core: Essential PIA management features, storage limits, and retention policies
• Collaboration: Team features, sharing capabilities, and AI assistance
• Administration: User management, billing cycles, and custom terms
• Security: Compliance features, data protection, and hosting options
• Support: Help desk levels, consulting services, and SLA coverage

Understanding Plan Limits

• Free: 5 PIAs stored, 1 new PIA per month, 1-2 team members
• Pro: 50 PIAs stored, 5 new PIAs per month, up to 5 team members
• Team: 200 PIAs stored, 20 new PIAs per month, up to 20 team members
• Enterprise: 1000 PIAs stored, 100 new PIAs per month, up to 50 team members

Artificial Intelligence (AI) Features Timeline

• Advanced PIA authoring (AI assisted): Expected Winter 2025 for Pro, Team, and Enterprise
• Headstart Privacy Analysis (AI assisted): Expected Spring 2026 for Team and Enterprise
• Both AI features will be available for additional cost beyond base subscription
• AI content must be reviewed and approved by qualified professionals

Choosing the Right Plan

1. Assess your team size and collaboration needs
2. Consider your PIA volume requirements and retention needs
3. Review security and compliance requirements
4. Evaluate support needs and budget constraints
5. Take advantage of the Free plan to explore the system before committing to a paid plan

Understanding the Comparison Table

The feature comparison table shows exactly what's included in each plan. Green checkmarks indicate included features, colored badges show limits or special terms, and dashes indicate features not available in that tier. Pay attention to footnotes for important details about features and limitations.

Trial Periods and Migration

• Free plan has no end date
• Pro plan includes a 14-day free trial
• Team and Enterprise plans do not offer a trial period
• You can upgrade or downgrade your plan at any time
• All your data and PIAs are preserved when changing plans
• Paid yearly subscriptions can increase PIA storage for additional cost

Security and Compliance

• Data encryption at-rest and in-transit across all tiers
• SOC 2 Type II & ISO 27001:2013 compliant hosting
• Canadian data storage (except payment information stored in US)

About Subscription Selection

This page allows you to choose and activate a subscription plan that best fits your privacy management needs. You can select either the free plan or choose from our paid options with enhanced features.

Free Plan

• Perfect for individuals getting started with privacy management
• Up to 5 Privacy Impact Assessments
• Single user with option to invite 1 team member (two people can share one free subscription)
• Self-service support through help documentation
• Instant activation - no payment required

Paid Plans (Stripe Integration)

• Pro, Team, and Enterprise tiers with enhanced features
• Free trial period for Pro available (14 days)
• Team collaboration and sharing capabilities
• Tiered PIA storage amounts with no retention limits
• Priority support and additional features
• Secure payment processing through Stripe

How to Select a Plan

1. Review the features listed for the Free Plan
2. Browse the paid plan options in the Stripe pricing table
3. Click 'Free Subscription' for the free plan or select a paid plan from the table
4. For paid plans, you'll be redirected to Stripe's secure checkout
5. After payment, you'll be redirected back to the confirmation page

Payment and Security

All paid subscriptions are processed securely through Stripe, a leading payment processor. Your payment information is never stored on our servers. Stripe handles all billing, including recurring charges and invoice management.

After Selection

• Free plans are activated immediately upon selection
• Paid plans require payment processing (typically 1-3 minutes)
• You'll receive confirmation emails for paid subscriptions
• Your new subscription will appear in your subscription list page

Getting Additional Support

If you can't find the answer you're looking for in the Help Center, our support team is available to assist you with more complex questions or account-specific issues. Support options vary by subscription tier.

Support Levels by Subscription Tier

• Self-service (Free): includes access to online help guides and FAQs
• Standard (Pro): includes self-service plus email support with a target response time of less than 24 hours
• Priority (Team): includes self-service plus email support with a target response time of less than 16 hours
• Priority+ (Enterprise): includes self-service plus email support with a target response time of less than 8 hours

Support Hours

Support is available weekdays Monday to Friday, 8am to 4pm Canada Pacific Time, excluding holidays.

How to Contact Support

• Search the Help Center first - most questions can be answered here
• Use your subscription's billing portal for payment and account issues
• All requests for support must be initiated through the Request Support form available to subscription owners and their delegates
• Regular members should direct requests for assistance to the subscription owner or delegate

What to Include in the Request Support form

• A clear description of the issue or question
• Steps you've already tried to resolve the problem
• Copies of error messages if applicable
• Note: the form will automatically collect additional information about your subscription to assist with responding to the support request

About Your Subscription

Your subscription gives you and your team access to SimplePIA's privacy management features. You can manage members, track privacy assessments, and maintain compliance documentation.

Subscription Features

• Privacy Impact Assessments: Create and manage PIAs for your organization
• Team Collaboration: Invite team members to work together
• Document Management: Store and organize privacy-related documents
• Compliance Tracking: Monitor your organization's compliance status

Getting Started

1. Invite your team members to join the subscription
2. Set up your organization's privacy framework
3. Begin creating your first Privacy Impact Assessment
4. Review and maintain your privacy documentation

About Your Subscriptions

This page displays all subscriptions you own or have been invited to join. Each subscription shows its current status, member count, and available actions.

Subscription Types

• Owned Subscriptions: Marked with an award icon - you have full administrative control
• Shared Subscriptions: Marked with a people icon - your permissions depend on your role

Available Actions

Each subscription has action buttons for quick access to management tasks. These include updating settings, managing members, handling billing, setting your current subscription, and more.

Getting Started

• Create your first subscription using the 'Add new Subscription' option
• Join an existing subscription using an invitation code
• Click subscription names to view detailed information
• Use action buttons to manage your subscriptions

Subscription Status Indicators

• Active: Subscription is working normally
• Canceled: In grace period, can be renewed
• Invitation badges show your invitation status

About Subscription Details

This page displays comprehensive information about your subscription, including organization details and billing status.

Available Actions

• Edit: Update subscription settings and information

Subscription Information

The subscription details section shows your current plan, billing status, organization information, and other important subscription data.

Managing Your Subscription

• Use the action buttons at the top to perform subscription management tasks
• Monitor your subscription status and billing information
• Keep your organization information up to date

About Subscription Updates

Use this form to modify your subscription details, organization information, and description. Some fields are read-only and must be updated through other interfaces for security reasons.

Editable Fields

• Subscription Name: A descriptive name for easy identification
• Description: Optional details about the subscription's purpose
• Organization Name: Your company or organization name
• Organization Website: Your organization's website URL

Read-Only Information

• Owner Email: Set when subscription was created, cannot be changed here
• Owner Name: Automatically generated from billing information
• Billing Information: Plan details, pricing, and payment status
• Payment Details: Must be updated through the billing portal

Updating Payment Information

To modify payment details or the subscription plan, use the 'Billing' button on your subscription list page. This opens your secure billing portal where you can safely update payment methods and billing information.

Organization Information

• Organization fields help identify your subscription purpose
• Website URL should include https:// for proper validation
• This information may appear in reports and notifications
• All fields are optional but recommended for business subscriptions

About Team Members

This page shows all users who have access to your subscription. You can invite new members, remove existing ones, and track invitation status.

Member Roles

• Owner: Has full control over the subscription including billing and member management.
• Delegate: Can manage members and perform most administrative tasks.
• Member: Can use the subscription features but cannot manage other users.

Managing Members

• Invite User: Send an invitation to a new user via email (this option will not be available if the subscription is at maximum member capacity).
• Remove User: Remove a user's access to this subscription.
• Regenerate Invitation: Create a new invitation code if the previous one expired.

Invitation Status

• Pending: Invitation sent but not yet accepted.

About User Invitations

Invitations allow you to add new users to your subscription. Each invitation is tied to a specific email address and expires after 3 hours for security.

How to Send an Invitation

1. Enter the email address of the person you want to invite
2. Click 'Send Invitation' to generate and send the invitation code
3. The invited user will receive an email with instructions and a code
4. They must use the code within 3 hours to join your subscription

Invitation Requirements

• The email address must be valid and not already a member
• Your subscription must not exceed its member limit
• Only one active invitation per email address at a time

Managing Invitations

• View all pending invitations on the subscription members page
• Regenerate expired invitations if needed
• Track invitation status and expiration times

What Happens After Invitation

Once the invited user joins your subscription, they will have access to view subscription details and to manage PIA related content within the subscription. You can manage their permissions and roles from the subscription list pages.

About Subscription Delegates

Delegates are trusted members who can help manage your subscription. They have most administrative permissions but cannot access billing or delete the subscription.

What Delegates Can Do

• Invite new members to the subscription
• Remove members from the subscription
• Manage member permissions and roles
• View subscription details and member information
• Access most administrative features

What Delegates Cannot Do

• Access billing information or make payments
• Cancel or delete the subscription
• Change subscription ownership
• Remove or modify other delegates without permission

Managing Delegate Access

1. Find the member you want to grant delegate access to
2. Toggle the 'Delegate Access' switch to grant or revoke permissions
3. Changes take effect immediately
4. Delegates will see expanded management options in their interface

Best Practices

• Only grant delegate access to trusted team members
• Regularly review who has delegate permissions
• Consider rotating delegate responsibilities for security
• Communicate role changes clearly to your team

About Removing Users

Removing a user from your subscription will immediately revoke their access to all subscription features and data. This action is reversible by re-inviting the user.

What Happens When You Remove a User

• The user loses access to all subscription features immediately
• They can no longer view or edit any subscription data
• Any work they were doing is preserved (and available to other subscription users) but becomes inaccessible to them
• They are removed from the subscription member list

Restrictions and Limitations

• You cannot remove the subscription owner
• You must be the owner or a delegate to remove users
• You cannot remove yourself from the subscription

Re-adding Users

If you need to restore access for a removed user, you can send them a new invitation through the 'Invite User' feature. They will need to accept the invitation to regain access.

Additional Considerations

• Communicate with the user before removing them from the subscription
• Ensure any important work is completed or transferred

About Subscription Capacity

Each subscription tier includes specific capacity limits for PIAs and team members. These limits help ensure optimal performance and are displayed in your header menu and subscription pages to help you monitor your usage.

Capacity Metrics Explained

• PIAs Stored (P): Total number of Privacy Impact Assessments you can store permanently
• PIAs Created Monthly (C): Maximum new PIAs you can create each calendar month
• Team Members (M): Maximum number of users who can access your subscription

Where Capacity Information Appears

• Header Menu: Compact display (P: 5/50, C: 2/5, M: 3/10) on every page after login
• Subscription List Page: Detailed capacity information with progress indicators
• Subscription Detail Page: Comprehensive usage breakdown and planning information

Capacity by Subscription Tier

• Free: 5 PIAs stored, 1 new PIA per month, 2 team members
• Pro: 50 PIAs stored, 5 new PIAs per month, 5 team members
• Team: 200 PIAs stored, 20 new PIAs per month, 20 team members
• Enterprise: 1000 PIAs stored, 100 new PIAs per month, 50 team members

About Capacity Management

Effective capacity management helps you maximize your subscription value while avoiding service limitations. Regular monitoring and planning can prevent capacity-related interruptions.

Managing PIA Storage Capacity

• Review and delete outdated or duplicate PIAs regularly
• Use the Print feature to create backups before deleting important PIAs
• Utilize the Recycle Bin to temporarily remove PIAs while keeping them recoverable
• Archive completed PIAs externally if they're no longer actively needed

Managing Monthly PIA Creation Limits

• Plan your PIA creation schedule throughout the month
• Monthly limits reset automatically at the beginning of each calendar month
• Consider upgrading if you regularly approach monthly limits

Managing Team Member Capacity

• Review team member access regularly and remove inactive users
• Plan team invitations based on project needs and capacity
• Use delegate permissions efficiently to maximize administrative support
• Consider rotating team access for seasonal or project-based needs

Monitoring and Planning

Check your capacity usage regularly through the header display or subscription pages. Plan capacity changes before limits are reached to ensure uninterrupted service for your team.

About Subscription Upgrades

Upgrading to a higher paid subscription tier immediately increases your capacity limits and can provide access to enhanced features. All your existing data and team configurations are preserved during the upgrade.

Immediate Benefits of Upgrading

• Instant capacity increase for PIAs, monthly creation limits, and team members
• Any previously paused services are immediately restored
• Access to enhanced features available in higher tiers
• Improved support levels and priority assistance

When to Consider Upgrading

• When regularly reaching 90% or more of any capacity limit
• When team size requirements exceed current subscription limits
• When monthly PIA creation needs consistently approach limits
• When enhanced features or support levels would benefit your organization

How to Upgrade

Use the 'Billing' button on your subscription list page to access your secure billing portal. From there, you can select a higher tier plan. Changes take effect immediately upon payment confirmation.

About Subscription Downgrades

Downgrading to a lower subscription tier reduces your capacity limits and may trigger service limitations if your current usage exceeds the new limits. Understanding these effects helps you prepare for a smooth transition.

What Happens During Downgrade

• New, lower capacity limits take effect immediately
• If current usage exceeds new limits, certain services become paused
• All existing data and team members are preserved
• Enhanced features from higher tiers may become unavailable

Over-Capacity Service Limitations

When your usage exceeds the new tier limits, SimplePIA automatically pauses certain services to prevent further over-capacity issues while preserving essential management functions.

PIA Services During Over-Capacity

• Available: View PIAs, Delete PIAs, Print PIAs, Access Recycle Bin
• Paused: Edit PIA content, Create new PIAs (if over storage limit), Restore from Recycle Bin
• Storage over-limit: Must be resolved by deleting PIAs
• Monthly creation over-limit: Automatically resets next calendar month

Team Management During Over-Capacity

• Available: View subscription, View members, Remove members, Billing portal access
• Paused: Invite new members, Manage delegates, Update subscription details, Regenerate invitation codes
• Resolution: Remove team members to get under the new limit

Resolving Over-Capacity Situations

1. Review your current usage in the subscription capacity display
2. For PIA over-storage: Delete unnecessary PIAs or print important ones for backup and then delete them
3. For team over-capacity: Remove inactive team members
4. For monthly PIA over-creation: Wait for automatic reset next month
5. All services resume automatically once under limits

Role of Owners and Delegates

Subscription owners and delegates retain access to essential management functions during over-capacity situations. This ensures they can take corrective actions like removing team members or deleting excess PIAs to restore full service.

Common Capacity Issues

Understanding common capacity-related issues and their solutions helps you maintain smooth operation of your SimplePIA subscription and avoid unexpected service limitations.

Issue: Cannot Create New PIAs

• Check if you've reached your monthly PIA creation limit
• Verify you haven't exceeded your total PIA storage capacity
• Monthly limits reset automatically at the beginning of each month
• Storage limits require deleting existing PIAs or upgrading the subscription

Issue: Cannot Invite Team Members

• Check if you've reached your subscription's member limit
• Remove inactive team members to free up capacity
• Consider upgrading to a tier with higher member limits
• Verify you have owner or delegate permissions for invitations

Issue: Some Features Are Unavailable

• Check the capacity display in your header menu for over-limit warnings
• Review which services are paused due to over-capacity
• Take appropriate action to reduce usage below limits
• Services automatically resume when capacity is available

Issue: Capacity Display Shows Red Warning

• Red indicators appear when usage reaches 90% or more of limits
• This is an early warning to help you plan capacity management
• Consider cleaning up data, removing inactive users, or upgrading the subscription
• Address red warnings promptly to avoid service limitations

Getting Additional Help

If capacity issues persist after following these troubleshooting steps, contact our support team or check other help topics for detailed guidance on specific features.

About Joining Subscriptions

Use this page to join an existing subscription using an invitation code. The subscription owner must provide you with a valid invitation code.

How to Join

1. Obtain an invitation code from the subscription owner
2. Enter the 6-character code in the field below
3. Click 'Join Subscription' to complete the process
4. You'll be automatically added to the subscription

Invitation Code Requirements

• Codes are exactly 6 characters long
• Codes are case-sensitive
• Codes expire 3 hours after creation
• Each code can only be used once

Troubleshooting

• If your code has expired, ask the subscription owner to generate a new one
• Make sure you're entering the code exactly as provided
• Check that you're not already a member of the subscription
• Ensure the invitation was sent to your current email address

What Happens After Joining

Once you successfully join a subscription, you'll have access to all shared PIAs and resources. Your access level depends on the permissions set by the subscription owner.

About Leaving a Subscription

This page allows you to leave subscriptions that have been shared with you. Use this when you no longer need access to a shared subscription or want to leave a team.

What Happens When You Leave

• You immediately lose access to the subscription and all its features
• You can no longer view or manage PIAs associated with this subscription
• Your user account and personal data remain intact
• Other members of the subscription are not affected
• The subscription owner can re-invite you later if needed

Who Can Use This Feature

• Only users who were invited to join the subscription
• Users who are subscription members but not the owner
• Subscription owners cannot leave their own subscription (may cancel instead)

Rejoining After Leaving

If you leave a subscription, you can only regain access if the subscription owner or a delegate sends you a new invitation. Your previous access is completely removed and cannot be automatically restored.

About Free Subscription Cancellation

This page is for canceling free subscriptions only. Paid subscriptions must be canceled through the billing portal accessible from the subscription list page.

What Happens When You Cancel a Free Subscription

• Your subscription enters a grace period
• Most features remain fully functional during this time
• Your data is preserved and accessible
• Team members can continue to use the subscription
• You can reactivate at any time before the grace period expires

Grace Period for Free Subscriptions

• 30-day grace period before permanent deletion
• Easy reactivation process

Reactivation

To reactivate your subscription before it expires, simply visit your subscription list page and click the 'Renew' button.

Data Protection

Your PIAs, team configurations, and all other data will be preserved during the 30-day grace period. Only after this period expires will the subscription and its data be permanently deleted.

About Free Subscription Renewal

Use this form to reactivate a canceled subscription that is still within its grace period. You can also update subscription details as part of the renewal process.

Renewal Process

1. Review and optionally update subscription details
2. Click 'Renew Subscription' to reactivate
3. Subscription status changes from 'canceled' to 'active'
4. All team members regain immediate access
5. Grace period deletion timer is canceled

What Gets Restored

• Full access to all subscription features
• All existing PIAs and data remain intact
• Team member permissions and roles
• Organization settings and configurations
• Previous billing arrangements (if applicable)

Updating During Renewal

• You can modify name, description, and organization details
• Changes are saved as part of the renewal process
• Owner and billing information remain read-only
• Updated details take effect immediately upon renewal

Grace Period Information

Subscription renewal is only possible during the grace period after cancellation. Once this period expires, the subscription and all its data are permanently deleted and cannot be recovered.

After Renewal

• Subscription appears as 'active' in your subscription list
• Team members receive access notifications (if enabled)
• You can continue normal subscription management
• Previous cancellation history is maintained for records

About Automatic Data Deletion

When free subscriptions are not renewed within the 30-day grace period after cancellation, the subscription and all its data is automatically and permanently deleted by the system.

Deletion Timeline

1. Free subscriptions have a 30-day grace period after cancellation
2. Subscription data is automatically and permanently deleted after the grace period expires

What Gets Deleted

• All subscription data, including PIAs and related content
• Team member configurations and permissions
• Organization settings and subscription history

What Gets Preserved

• User account and profile information
• Essential subscription metadata for audit purposes
• User account remains active for future subscriptions

Preventing Data Loss

• Export important PIAs and data before the grace period expires
• Renew your subscription during the 30-day grace period

Data Recovery After Deletion

Once the automatic deletion process completes, deleted data cannot be recovered. Our systems do not maintain backups of deleted subscription data for privacy and security reasons.

What happens after subscription confirmation?

Your subscription is being processed by our payment system and should be activated within 3 minutes. This page confirms that your payment was successful and your subscription is being set up.

Automatic subscription setup

• If this is your first subscription, it will automatically become your 'Current subscription'
• If you already have subscriptions, the new one will be available for selection in your profile settings
• All subscription features will be activated once processing completes

Next steps

1. Wait 2-3 minutes for subscription processing to complete
2. Check your email for a confirmation message from our payment processor
3. Visit 'Settings > Subscription List' to view your active subscriptions
4. If this is your first subscription, you can start creating PIAs immediately

Managing your subscriptions

Use the 'Subscription List' button below to view all your subscriptions, switch between them, or invite team members to collaborate on your PIAs.

About Billing

Manage your subscription billing, payment methods, and view your billing history.

Payment Methods

• Stripe: Use your credit or debit card for secure payments

Billing Cycle

• Monthly subscriptions are billed on the same day each month
• Annual subscriptions are billed yearly with a discount
• You can change your billing cycle at any time

About Paid Subscription Cancellation

Paid subscriptions must be canceled through your billing portal managed by our payment processor. This ensures secure handling of your payment information and proper billing adjustments.

How to Cancel Your Paid Subscription

1. Visit your subscription list page
2. Click the 'Billing' button for the subscription you want to cancel
3. You'll be redirected to the secure billing portal
4. Follow the cancellation process in the billing portal
5. Confirm your cancellation request

What Happens When You Cancel

• Your subscription remains active until the end of your current billing period
• You retain full access to most features during this period
• No future charges will be processed
• You'll receive email confirmation of the cancellation
• Your subscription will automatically expire at the period end date

Access During Cancellation Period

• Most subscription features remain fully functional
• Team members continue to have access
• Your data remains intact and accessible
• You can export or backup any important information
• PIA creation and editing continue normally

About Paid Subscription Renewal

Renewing a canceled paid subscription requires reactivating your billing through the payment processor. This process restores your subscription and all associated features.

When You Can Renew

• Anytime before your cancelled subscription expires at the end of the current billing period

How to Renew Your Subscription

1. Visit your subscription list page
2. Click the 'Billing' button for your canceled subscription
3. Access the secure billing portal
4. Follow the reactivation process
5. Update payment information if needed
6. Confirm your renewal and new billing cycle

What Gets Restored

• Full access to all paid plan features
• Subscription settings and configurations continue to be available
• All PIAs and data continue to be accessible
• Team member access continues
• Billing arrangements are reactivated

Billing After Renewal

• New billing cycle begins immediately
• You'll be charged for the selected billing period
• Future automatic renewals resume (unless canceled again)

About Automatic Data Deletion

When paid subscriptions are not renewed within the cancellation period, the subscription and all its data is automatically and permanently deleted.

Deletion Timeline

1. Subscription data is permanently deleted after the cancellation period ends

What Gets Deleted

• All subscription data, including PIAs and related content

What Gets Preserved

• User account and profile information
• Billing history and payment records
• Essential subscription metadata for billing records

Preventing Data Loss

• Export important PIAs and data before expiration
• Renew your subscription during the grace period

Data Recovery After Deletion

Once the automatic deletion process completes, deleted data cannot be recovered. Our systems do not maintain backups of deleted subscription data for privacy and security reasons.

Billing and Legal Compliance

• Billing records are retained per legal requirements
• Payment history remains accessible through billing portal
• Subscription metadata preserved for audit purposes
• User account remains active for future subscriptions