Introduction to Deployment
From the Deployment screen, you can manage your subscription, generate a support PIN, and review the configurations for your instance, such as the specific servers and ports in use.
See below for more information about each deployment section.
Subscription
The Subscription section provides a real-time overview of your account status.
Trial Subscribers:
For those on a trial instance, it displays your current Agent (user license) usage and the trial expiration date. A trial instance provides access to the Teramind DLP package, which includes all standard Teramind features.
Active/Paid Subscribers:
For active subscribers, this area details your package type, total licenses, renewal dates, and payment terms. This is also where you can perform essential account management tasks, such as upgrading your package (e.g., moving from Teramind Starter to UAM or DLP), updating your billing details, or canceling your subscription.
Buying a New Subscription
1. Navigate to the Deployment screen (select System > Deployment from the main menu).
2. Click the Subscribe button. You will be taken to the Purchase (checkout) page:
Subscription:
3. In the Subscription section, configure your subscription:
Select your desired package tier (e.g., Teramind Starter). You can refer to this Knowledge Base article to compare the features included in each package.
Enter the total Number of seats (licenses) required for your team.
Choose between Subscribe monthly or Subscribe yearly payment plan. While both plans involve an annual commitment, the monthly plan allows you to pay in installments, whereas the yearly plan provides a one-month discount (8% off).
Click Pay in local currency to adjust your billing preference if you prefer not to pay in USD.
Review the estimated total subscription fee displayed at the bottom of the section. This amount includes any applied discounts but does not account for taxes or available account credits.
Credit Card Information:
4. In the Credit Card Information section, enter your credit card details.
Billing Address:
5. In the Billing Address section, enter the billing address. Note that this address must match the one associated with your credit card to ensure the transaction is processed successfully.
Order Summary – Due Now:
6. Review your final details in the Order Summary – Due Now section:
View the total subscription fee, including any applicable taxes due immediately.
You can still toggle your payment plan in this section if you wish to change your previous selection.
Click Subscribe to complete the purchase. Once the payment is confirmed, you will be automatically redirected to your Teramind Dashboard.
Receiving Your Invoices:
Once your payment is confirmed, an invoice will be sent automatically to the email address used during purchase. This email is sent from Teramind Billing ([email protected]). You may also receive a separate payment receipt from Stripe, our billing partner. If you do not see these emails in your inbox, please check your spam folder and whitelist [email protected] to ensure future delivery.
If you need to change the email address associated with your billing account, please send a formal request to [email protected].
Upgrading Your Subscription Package
1. Navigate to the Deployment screen (select System > Deployment from the main menu).
2. Click the Update package button. You will be taken to the Purchase (checkout) page:
Update Your Subscription:
3. In the Update Subscription section, modify your subscription details as needed:
Switch your package type if necessary (e.g., from Teramind Starter to Teramind UAM or Teramind DLP). You can refer to this Knowledge Base article to compare the specific features included in each tier.
To change your license count, enter the total number of licenses desired in the Number of seats field. For example, if you currently have 5 licenses and need 2 more, enter 7. To reduce your count, such as moving from 10 licenses to 8, simply enter 8.
Adjust your payment frequency by selecting Subscribe monthly or Subscribe yearly. While both plans involve an annual commitment, the monthly plan allows you to pay in installments, whereas the yearly plan provides a one-month discount (8% off).
Click Pay in local currency to adjust your billing preference if you prefer not to pay in USD.
Review the estimated total subscription fee displayed at the bottom of the section. This amount includes any applied discounts but does not account for taxes or available account credits.
Click Update subscription to complete the purchase. Once the payment is confirmed, you will be automatically redirected to your Teramind Dashboard.
Order Summary – Due Now:
4. Review your final details in the Order Summary – Due Now section:
Review the figures:
Subscription fee: Your total subscription fee for the current package and payment term.
Tax: Any applicable tax(es).
Prorated credit: It’s a refund or adjustment given when you change or cancel a service before a billing cycle ends. It’s calculated as:
(time remaining in current billing period ÷ subscription's plan billing period) x per unit price
New licenses purchased mid-term are charged at a prorated rate based on the time remaining in your current billing cycle.
Account credit: The amount you paid for your subscription in this billing cycle minus amount you already used up so far.
Click Update subscription to complete the purchase. Once the payment is confirmed, you will be automatically redirected to your Teramind Dashboard.
Changing Your Billing Information
1. Navigate to the Deployment screen (select System > Deployment from the main menu).
2. Click the Edit billing info link or the Update package button. You will be taken to the Purchase (checkout) page:
Credit Card Information:
3. In the Credit Card Information section, enter the current card details on file, or provide new payment information if you wish to switch cards.
Note: This is a mandatory step. You must enter your credit card details to update your billing address, even if you are using the card currently on file.
Billing Address:
4. In the Billing Address section, enter the new billing address. Note that this address must match the one associated with your credit card to ensure the transaction is processed successfully.
Current Subscription – On Renewal:
5. Review your final details in the Current Subscription – On Renewal section:
Review the updated billing amount, including any applicable taxes due on your next renewal cycle. Note: Your tax rate may change if you change your billing address.
Click Update account to save your changes.
Notes About General Updates / Upgrades:
Changing the Payment Method: To switch to a new credit card, please update your billing information first before modifying your subscription.
Adding Licenses: New licenses purchased mid-term are charged at a prorated rate based on the time remaining in your current billing cycle.
Cycle Changes: If you change your subscription period (e.g., from monthly to annual), the system will reset your subscription date.
Effective Time: Most upgrades take effect immediately, but please allow up to one hour for the changes to be reflected in your account.
Notes About Downgrades:
Effective Time: Downgrades, such as reducing your license count or moving to a lower-tier package (e.g., from DLP to UAM) do not take effect immediately. Your current plan remains active until the end of the current billing cycle, and the changes will only become effective on your next renewal date.
Submission Deadline: Downgrades must be submitted before your renewal date to take effect for the next cycle. If the downgrade is submitted after the renewal date, the system will still renew the subscription under the existing plan.
Effective Date: If you request a downgrade mid-term, your current plan will remain active until the end of the paid period. The downgrade will only apply on your next renewal date.
Late Requests: Any downgrade submitted after the renewal date has passed will not apply to the current cycle; it will take effect during the following renewal cycle.
Example Scenario:
Current Subscription Period: January 14, 2026 – February 13, 2026
Renewal Date: February 14, 2026
Result: A downgrade submitted any time between Jan 14 and Feb 13 will become effective on February 14, 2026.
Renewing Your Subscription
Subscriptions are designed to renew automatically at the end of each billing cycle to ensure uninterrupted service. This process is standard for all customers and typically requires no manual intervention.
Regional Exceptions:
Automatic renewals may be restricted in certain countries due to local banking regulations or payment processing limitations. In these instances, you may need to manually process your renewal or contact your financial institution to authorize the transaction. If you are having any issues with your subscription renewal, please reach out to [email protected].
Cancelling Your Subscription
1. Navigate to the Deployment screen (select System > Deployment from the main menu).
2. Click the Cancel subscription link to cancel your subscription. If the link is not available in your dashboard, it means your account is on a specialized plan managed manually. Please contact your Sales Representative to make any changes to your subscription.
Cancellation and Refund Policy:
You may cancel your subscription at any time; however, all upfront payments are non-refundable. For subscriptions on a monthly payment schedule, billing will continue through the remainder of your annual term.
Support PIN
Under the Support PIN section, you will be able to renew a support PIN. A support PIN is a temporary access code that will allow our support agents to access your dashboard without requiring your username and password.
Teramind Support will never ask for your username and password. If Teramind Support needs to access your account to assist you with a support inquiry, we will always ask for your permission, and we will ask you to give us access by sending us this PIN.
To manage your support PIN:
1. You will see the instance name and the five-digit support PIN.
2. Click the Renew button to generate a new support PIN.
3. Click the Copy button to copy the PIN to the clipboard (so that you can paste it in a message, see the Support section below).
4. Click the Clear button to clear the support PIN. Teramind support agent(s) will no longer be able to access the dashboard if you clear the PIN.
The support PIN is temporary and expires after 4 hours. However, if you click the Renew button, the current support will expire immediately and a new one created. If you no longer need our support team's assistance, you can click the Clear button to revoke the current PIN.
Please do not share a support PIN with non-administrator accounts/employees. It isn't always clear to Teramind support agents what authorization a person actually has when engaging the Teramind support team, and it is implied that anyone providing a support PIN is a full Administrator in the Dashboard, which therefore is authorized to make any changes and access any data/reports.
Server & Port
The Server & Port section shows what IP/DNS, domain, and ports are being used by your Teramind instance. This information might be useful in case you need to configure your network firewall to allow the Teramind Agent to access the server.
This Knowledge Base article explains what other ports you might need to open up. If you can’t connect to Teramind after configuring your firewall, please contact our support team for help.
Note that sometimes you might see more than one IP address on the server list. That’s because Teramind might add additional servers for load balancing and to improve the instance’s performance. When configuring your firewall, make sure to include all the servers/IP addresses.