Overview
The Downgrade Packages feature lets a Primary Admin, Admin, or Billing Manager move a tenant to a lower-tier plan from the admin view. When you schedule a downgrade, your current plan stays fully active until the start of your next billing period — so you won't lose access to anything mid-month.
Before You Begin
Before initiating a package downgrade, make sure the following conditions are met:
Admin role: You must be a Primary Admin, Admin, or Billing Manager. Check with your account owner if you're unsure.
Current Plan Tier: Downgrades are not available if you are already on the Intro or Starter plan, as these are the lowest-tier plans offered.
SAML Configuration: If your organization has SAML single sign-on (SSO) set up, and the plan you want to downgrade to does not support SAML, you will need to remove your SAML configuration before the downgrade can proceed.
Internal company packages
Internal company packages cannot be upgraded or downgraded. If that tenant needs extra credits, use Extra Usage billing instead. Extra Usage is not available to every organization — see that article for how to check eligibility.
How It Works
When you downgrade your package, the change is scheduled, it doesn't happen immediately. Your current plan remains fully active until the first day of your next billing month, at which point your account automatically switches to the new, lower-tier plan.
Here's what you can expect:
Your current features remain available until the end of the billing period
Billing timing, credits, and refunds can depend on your agreement and billing setup. Review the change before confirming, and contact your Hatz account team or billing contact if you need help with commercial terms
Only one pending change at a time — if you already have a package change scheduled (from a previous request), it will be automatically replaced by your new downgrade request
Step-by-Step Guide
Use the below steps to downgrade a package for a tenant:
Log in to admin.hatz.ai
Select the Tenants tab at the top and then click into the tenant you want to downgrade
Select the three dots in the top right and select "View Package"
Select Change on the current package
Select which package you want to downgrade to
Select Continue
Review the Confirm Downgrade page
If the tenant has SAML configured and the selected package does not support SSO & SAML, the page shows "SSO/SAML must be removed first" and Confirm Downgrade is blocked until you remove the SAML configuration
Select Confirm Downgrade