> For the complete documentation index, see [llms.txt](https://partners.botpenguin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://partners.botpenguin.com/partner-platform-guidelines/customers/manage-customer-plans-and-account-status.md).

# Manage Customer Plans & Account Status

### What is Managing Customer Plans & Account Status?

The **Manage Customer Plans & Account Status** section in the Partner Panel allows partners to modify subscription plans or control account accessibility for active customers.

From here, you can:

* Roll back a customer to a previous plan
* Change a customer’s current plan
* Suspend a customer’s account when required

This ensures better subscription management, billing corrections, and compliance handling.

***

### Benefits of Manage Customer Plans & Account Status

* 🔄 Easily upgrade or downgrade customer plans in seconds
* 🧾 Correct billing or subscription errors efficiently
* ⚡ Instant plan changes with real-time updates
* ⛔ Temporarily restrict access using suspension controls
* 🎯 Maintain better operational control over customer accounts

***

### How to Use Manage Customer Plans & Account Status

#### Access Active Customers

1. Login to the **“Partner Panel.”**
2. Click on **“Customer”** from the left sidebar.

<figure><img src="/files/yc3UHBPyXBCEuF7JiQFb" alt=""><figcaption></figcaption></figure>

3. Navigate to **“Active Customers.”**
4. Locate the desired customer.
5. Click the **“Actions”** (⋮) icon next to the customer name.

<figure><img src="/files/Kain8zhE8GapUXBzX5d7" alt=""><figcaption></figcaption></figure>

***

### Option A: Rollback Plan

Use this option when you need to move a customer back to a previous or lower plan.

1. Select the customer from **“Active Customers.”**
2. Click on the **“Action”** button.
3. Choose **“Rollback Plan.”**

<figure><img src="/files/2Zjj3wxKEOqb9mFAh3yD" alt=""><figcaption></figcaption></figure>

4. A popup will appear with the current plan pre-populated.
5. Select the new plan you want to roll back to.
6. Click **“Yes, Rollback.”**

<figure><img src="/files/285iwjQLVDMw9hzhO6IW" alt=""><figcaption></figcaption></figure>

✅ The customer’s plan will be successfully rolled back.

***

### Option B: Change Plan

Use this option to upgrade or switch a customer to a different plan.

1. Select the customer.
2. Click the **“Action”** button.
3. Choose **“Change Plan.”**

<figure><img src="/files/2mupBcbT8ow503QdW5Z6" alt=""><figcaption></figcaption></figure>

4. The popup will display the current plan.
5. Select the new plan.
6. Click **“Yes, Change Plan.”**

<figure><img src="/files/ycp3dWJG41e0eROXjeyH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
The plan will be updated immediately.
{% endhint %}

***

### Option C: Suspend Account

Use this option to temporarily disable customer access.

1. Select the customer.
2. Click the **“Action”** button.
3. Choose **“Suspend Account.”**

<figure><img src="/files/XCkxOepRuhnOD79m1pK0" alt=""><figcaption></figcaption></figure>

4. A warning popup will appear.
5. Click **“Yes, Suspend.”** to confirm.

<figure><img src="/files/AogbPgS6mxg5T2mTCKUS" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The account will be suspended until reactivated.
{% endhint %}

🎉 Congratulations, you have successfully completed this section! You're one step closer to mastering BotPenguin.

***

#### FAQs:

<details>

<summary>Can I rollback a plan after upgrading it?</summary>

Yes. As long as the previous plan is available in the system, you can use the **“Rollback Plan”** option to revert the customer to a lower or earlier plan.

</details>

<details>

<summary>Will plan changes take effect immediately?</summary>

Yes. Both **“Change Plan”** and **“Rollback Plan”** actions are applied instantly after confirmation.

</details>

<details>

<summary>What happens when I suspend an account?</summary>

When you click **“Yes, Suspend,”** the customer loses access to platform features until the account is reactivated.

</details>

<details>

<summary>Will suspending an account delete customer data?</summary>

No. Suspending only restricts access. All customer data remains intact unless manually deleted.

</details>

<details>

<summary>Can I undo a suspension?</summary>

Yes. You can reactivate the account from the Partner Panel when required.

</details>

<details>

<summary>Is there a confirmation popup before plan changes?</summary>

Yes. A popup appears before confirming any rollback, change, or suspension to prevent accidental actions.

</details>

If you still have questions for our team, write to us at [**support@botpenguin.com**](mailto:support@botpenguin.com). We’ll get back to you within 48 hours.


---

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