Upgrade from PACH 1 to EACH 1

A PACH 1 account becomes an EACH 1 account through the upgrade wizard. This page covers the move and what an upgraded account does next. Start it from Billing & Plan (/dashboard/billing): the Upgrade to EACH 1 card sits beside the PACH 1 card. The wizard lives at /dashboard/billing/upgrade.

Before you start

It is one way. An EACH 1 account cannot go back to PACH 1.
An admin runs it. Only an admin of the account can move it.
It is the only way to EACH 1. The billing page never offers a PACH 1 account a Team plan or a Switch button: a plan switch is refused with USE_UPGRADE_FLOW.

1. What changes

The first step shows what you pay today and what each Team plan would cost for your agents, with the seats each includes. You choose the plan here. It also lists:

What stops: the per-agent trading switch, eniyan-scan local discovery, the kill switch and grant switches, and self-attested operators once a teammate joins.
What you gain: teammates, departments, HR certification, HR-file reconciliation, SSO and SCIM, and the compliance pack.
Registration fees: agents waiting for review are charged the plan’s registration fee when admitted, after any free registrations left.
Operators: teammates verify each other once the second person joins (see Verifying your operators).

2. Clear these first

EACH 1 has no switches, so anything a PACH 1 switch holds off must be settled before the move. Each item links to where it is fixed:

The account kill switch: release it.
Switched-off agents: turn them back on, or retire them.
Grant switches. Under “EACH 1 has no switches. Choose what happens to each one.” every switch offers Keep it off after the upgrade (Eniyan removes the grant itself, so the agent still cannot do it after the move) or Turn it back on. A few, such as file roots set up in the agent’s own eniyan-fs, can only be turned back on: remove them where they were set up.
eniyan-scan computers: revoke each one, then run eniyan-scan --uninstall on that computer.
Trading mandates on agents whose Trading switch is off: revoke them. EACH 1 has no Trading switch, so they would start working.
Add-ons with no Team price yet: switch them off, or contact support. Some depend on the plan you choose, so they can first appear on the Pay step.
Web modes. Agents (or the account) set to ask in the agent’s own session before visiting a new site move to the dashboard request queue, unless you tick Keep it here. The Pay step shows the same choices again, since that is when they are sent.

3. Company details

Enter the company name and a work email at your company’s domain. A personal or disposable mailbox, or an email another Eniyan account already uses, is refused. Eniyan sends a confirmation link (Check your inbox); it works once, for 24 hours. Resend link sends a fresh one and Use a different email starts over; either way every earlier link stops working. At the move the company name becomes the account’s name and the work email its contact and billing email.

4. Pay

Pay for opens Stripe Checkout for the plan you chose. There is no trial: the Team plan is billed today. Unused PACH 1 time is credited to your next invoice, and the PACH 1 subscription is cancelled at the move.

Already paying for Team? “You already pay for Team. Finish your move.” Finish your move completes it without a second payment.
On a Team trial? “Your Team trial must convert before you can finish. Pay now.” Pay now ends the trial and charges it.
Changed your mind? Cancel the upgrade works until the payment goes through.

5. You’re on EACH 1

Back from Stripe the wizard shows Confirming your payment… until the move lands. Then the account is an EACH 1 account on the Team plan you paid for: same agents, same history, the trading switch and eniyan-scan gone, and the dashboard follows at once.

Verifying your operators

In EACH 1 operators are verified by a teammate, not self-attested. The clock starts only when a second person is on the account:

On your own: nothing is enforced and there is no deadline. The dashboard says “Invite a teammate; you then have 14 days to approve each other.”
When the second person joins, each of you has the full 14 days: “Verify your operators by <date>: invite a teammate and approve each other.” If someone was already on the PACH 1 account, the wizard names them: “Ask <email> to approve you, then approve them.” Request approval on Operators (see Operator verification).
At the deadline, agents whose operator nobody approved are suspended, never retired, and an approval afterwards brings them back.
Pairing yourself with a second mailbox you control cannot be detected and defeats the check.

When something goes wrong

Payment not completed. Nothing has changed. You left Checkout before paying. Pay again whenever you are ready.
A brake during checkout. Switching an agent, a grant or the account off is never refused, even mid-checkout, but it puts the move on hold: “Your payment went through, but the account kill switch was switched on during checkout. Release it to finish.” Release it, then press Finish upgrade. If nothing was charged yet, clear it and pay again.
Billed at the PACH 1 price. If the new subscription was changed to the PACH 1 price, the move cannot finish; contact support. The account keeps its PACH 1 plan until then.

Refusal codes

The /v1/billing/upgrade* routes answer refusals as {code, message}; the wizard words each one.

USE_UPGRADE_FLOW: A Team plan was asked for through a plan switch. A PACH 1 account moves to EACH 1 through the upgrade.
UPGRADE_BLOCKERS: Something on the account stops the move on the plan you chose. The Pay step lists what the answer names.
EMAIL_NOT_VERIFIED: The work email is not confirmed yet. Open the link, then pay.
WORK_EMAIL_TAKEN: Another account already uses that email. Use a different work email.
UPGRADE_IN_PROGRESS: Payment has started: the company details cannot change, and no new eniyan-scan computer can be added, until it ends or you cancel.
CONVERT_NOT_AVAILABLE: That switch can only be turned back on: remove the grant where it was set up, then turn the switch back on.
TEAM_TRIAL_MUST_CONVERT: You already have a Team trial. It must convert (Pay now) before the move can finish.
TEAM_SUBSCRIPTION_UNPAID: A Team plan on your account has an unpaid invoice. Settle it in the billing portal first.
CHECKOUT_FAILED: Checkout could not open. Nothing was charged; try again.
UPGRADE_PAID: Your payment already went through: the move is finishing, and it cannot be cancelled.
UPGRADE_BLOCKED: The request is on hold. The message says why: a brake switched on during checkout, or a subscription billed at the wrong price.