What is my Klipfolio plan, and how do I match my usage to my plan?

Klipfolio offers different pricing plans, like Publish, Team and Small Department. Each of these plans bundles the number of Users, Dashboards and Private Links that you can use.

If you are making a change to a lower level plan that doesn't match the resource usage in your account, follow the steps in this article to match your chosen plan. Or, upgrade to a plan that matches your business needs.

Where do I find my current plan?

It's a good idea find out how many Users, Dashboards and Private Links are available in your current plan. Then you can match your account usage to the amount that is available in your plan.

To find out what plan you have,

  • Log in to app.klipfolio.com.
  • Click on your Account name and select Account from the drop-down menu.
  • Select Company.
  • Select Plan (or Buy Now).

This is where you can see how many Users, Dashboards and Private Links are included in your chosen plan, and other options available to you.

Where can I manage my Users, Dashboards and Public Links in Klipfolio?

Users

To manage the number of Users in your account,

  • Log in to app.klipfolio.com.
  • Click Users at the top right of your screen.
  • If you have too many Users, select a User and click Delete.

To learn more about groups and roles that you can assign to Users, see: User Roles and Access Permissions

Dashboards

The number of dashboards that you can create depends on the plan that you choose. If you have too many dashboards and need to remove a few, you can do so in the Library.

To delete a dashboard,

  • Click Library at the top right of your screen.
  • Under Dashboards, select any dashboard(s) that you want to delete.
  • Click Delete.

Important: Removing dashboards from My Dashboards view does not delete the dashboard from your account. This can only be done in the Library.

Private links

Klipfolio allows you to publish links in two ways: publicly or privately. You are allowed an unlimited number of Public Links, but the number of Private Links that you can share depends on the plan that you choose.

If you have too many Private Links and need to remove a few, you need to delete the extra Private Links from your account. Here's how:

  • Click on your Account name and select Account from the drop-down menu.
  • Select Usage.
  • Select Published Links.
  • Determine if you have too more links set to Visibility: Private than your plan allows.
  • Click Delete next to the Private Link(s) that you want to remove.

About Disabling vs. Deleting

If you disable any link, that link is made unavailable but can be used again later. Disabled links still count towards the total number of Published Links.

You need to delete a link to have your total number of links go down. But keep in mind, when you delete a link, it is disabled and not reusable. If you wish to publish the same dashboard again later, you will need to create a new link.


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