Trial FAQs

You can add author seats in your KnowledgeOwl trial at any time.

To add more authors to your trial, you'll:

• Click your profile icon/name in the upper right to access account-wide settings
• Update your Account to increase the number of Authors
• Create the author in Authors

Here are more detailed instructions:

1. Click on your profile icon/name in the upper right.
2. Select Account from the dropdown to view your account details.
3. The Authors number is the number of author seats available to your account. Use the + and - controls to adjust the number of author seats to your desired total.
   Use the + and - controls under Authors to add or remove authors to your trial
   
4. As you toggle, you'll see the overall Plan Cost price adjust. Don't worry--we aren't charging you, we just want you to see what these author seats would cost if you subscribed!
5. Once you've adjusted the Authors, an Update button will appear in the Plan Cost section, just below the cost summary. Click this button to save your changes to the number of Authors (or Knowledge Bases).
   Once you've finished adjusting authors or KBs, click Update to save your changes.
   
6. Once that change is processed, you'll have additional author seats in your trial.
7. Click on your profile icon/name in the upper right.
8. Select Authors from the dropdown. You can create the accounts for your additional authors here using the instructions at Add an author.

What role should I use for the new authors?

When you sign up for a trial, your account is created with:

• A Login Type of Self administered username and password
• The Full Account Admin box checked
• In Knowledge Base Access, the Editor role on the knowledge base you created

If you want your other authors to have the same permissions as you, you can copy these exactly. The Full Account Admin box is not required for people to test or use the functionality. The Writer role has fewer permissions than the Editor (see What is the difference between an editor and a writer? for more details), and you can also create custom roles if you'd like.

You can add more knowledge bases in your KnowledgeOwl trial at any time.

To add more knowlede bases to your trial, you'll:

• Click your profile icon/name in the upper right to access account-wide settings
• Update your Account to increase the number of Knowledge Bases
• Head to the main dashboard to Create an additional knowledge base
• Assign that knowledge base to other authors in their Knowledge Base Access

Here are more detailed instructions:

1. Click on your profile icon/name in the upper right.
2. Select Account from the dropdown to view your account details.
3. The Knowledge Bases number controls the number of knowledge bases in your account. Use the + and - controls to adjust the number of knowledge bases to your desired total.
   Use the + and - controls in Knowledge Bases to add and remove knowledge base slots from your trial
   
4. As you toggle, you'll see the overall Plan Cost price adjust. Don't worry--we aren't charging you, we just want you to see what these extra knowledge bases would cost if you subscribed!
5. Once you've adjusted the Knowledge Bases, an Update button will appear in the Plan Cost section, just below the cost summary. Click this button to save your changes to the number of Knowledge Bases (or Authors).
   Once you've finished adding knowledge bases, click Update to save your changes
   
6. Once that change is processed, you'll have additional knowledge base slots in your trial. You can head to the dashboard by clicking the owl in the upper left and create a new knowledge base there. See Creating an additional knowledge base for more information.

Your initial trial is good for 30 days. There are a couple points at which you can extend your trial:

After the first 15 days

At any point after your first 15 days, you can extend your trial by an additional 30 days. Once you hit this point in your trial, a yellow dot will appear in the notification area in the top navigation:

1. Click the notification bell to see your notification. You'll see a message letting you know how many days you have left on your trial. We recommend extending near the end of your trial so you get the most amount of time possible. 😉
2. Click the link in that message to Upgrade or extend it now.
   
3. This will take you to your Account (you can also go there without clicking the link by clicking your profile icon/name in the upper right corner and selecting Account from the dropdown!).
4. Near the top of the page, you'll see an informational callout that will tell you how many days you have left and give you the option to click to extend your trial for another 30 days:
   
   
5. Click the Click here to extend your trial for another 30 days link in the message.
6. You'll get a quick dropdown confirmation and the message should update to say: "Your trial will expire in 30 days."

If you've already extended your trial by 30 days, and you still need more time, contact us and let us know how much more time you need, and we can extend it further.

After your trial expires

Once your trial has expired, the next time you log in you'll see this pop-up:

To extend your trial by 30 days:

1. Click the underlined here link, which will take you to your Account.
2. You'll see an option to extend your trial by another 30 days:
   
3. Click the link to extend your trial by 30 days.

If you've already extended your trial by 30 days, and you still need more time, contact us and let us know how much more time you need, and we can extend it further.

We understand that evaluating knowledge bases can take time, and sometimes 30 days is just not enough time to do a full evaluation--or priorities change and you're asked to prioritize something else instead.

When your trial expires, your trial information will continue to exist for at least 6 months past the date of expiration.

This includes:

• Your own author account and permissions, plus any additional author accounts you created
• Any knowledge bases you created, plus all the content they contain
• Any other settings changes you made in your trial

You can extend your trial to regain access to your trial and all the work you've done, so you can pick right back up where you left off.

Or you can choose to subscribe to make the relationship more permanent--see How do I pay for my account? for more information!

To see full details on our plans and pricing, see:

• Plans
• Pricing
  

For other trial questions not answered here, see: Plans and trials FAQ.

By default, all trials are created at our Flex plan level. This plan includes all of our features.

We also have Business and Enterprise plans, which offer higher uptime SLAs, HIPAA compliance, and more. See Plans for a more detailed breakdown of what's included in each plan.

If you'd like your trial account set as Business or Enterprise level, please contact us to let us know which plan you'd like, and one of our support or billing owls will update your trial.

We were hoping you would ask this question.   

When you decide to subscribe to KnowledgeOwl, you can choose to pay in-app with a credit card (monthly or annually) or set up an annual invoicing process. See How do I pay for my account? for more information on these billing options.

We don't want you to lose all the work you've done during your trial, so once you subscribe, we keep all the content, authors, and changes you've already made. You're welcome to wipe them all and start fresh if you want!

What if we had multiple trial accounts?

While you can add more authors to your trial at any time, sometimes different members of your team may have signed up for trials independently, so there may be multiple accounts.

If one of these accounts has everything you want, use that account to subscribe from.

If you need a knowledge base or author account migrated from a separate trial into your main account, contact us and let us know what you need moved. Our support owls should be able to get things moved around so that your subscribed account has what it needs.

Sometimes, KnowledgeOwl just wasn't what you were looking for, or maybe isn't the right thing for you right now.

You can let your trial naturally expire at the 30-day mark.

If you'd like to be more proactive, you can also cancel your trial. If you cancel:

• You will be logged out immediately
• Any knowledge bases you created as part of your trial will no longer be available
• You and any other authors you created will no longer be able to log in to KnowledgeOwl
• Your trial account and all data is flagged for permanent deletion

To cancel your trial:

1. Click on your profile icon/name in the upper right.
2. Select Account from the dropdown.
3. Click the Cancel Trial button in the lower left corner:
   
4. A pop-up will appear confirming that you wish to cancel your account, and will list basically all of the same things listed above. Select Cancel My Account to finish cancelling account.
   
5. You'll be logged off and all access to your trial will be discontinued.