Managing Account Upgrades and Payment Method

On the Upgrade and Manage Payment page, you can: upgrade to a paid account, upgrade a paid account to corporate, update address or contact info for a corporate account, change your payment method, and request a sales call.

Required IAM Policy

To use Oracle Cloud Infrastructure, you must be granted security access in a policy  by an administrator. This access is required whether you're using the Console or the REST API with an SDK, CLI, or other tool. If you get a message that you don’t have permission or are unauthorized, verify with your administrator what type of access you have and which compartment  to work in.

If you're new to policies, see Getting Started with Policies and Common Policies.

To upgrade to a paid account or change your credit card, you must be a member of the Administrators group. See The Administrators Group and Policy.

Authentication and Authorization

Each service in Oracle Cloud Infrastructure integrates with IAM for authentication and authorization, for all interfaces (the Console, SDK or CLI, and REST API).

An administrator in your organization needs to set up groups , compartments , and policies  that control which users can access which services, which resources, and the type of access. For example, the policies control who can create new users, create and manage the cloud network, launch instances, create buckets, download objects, and so on. For more information, see Getting Started with Policies. For specific details about writing policies for each of the different services, see Policy Reference.

If you’re a regular user (not an administrator) who needs to use the Oracle Cloud Infrastructure resources that your company owns, contact your administrator to set up a user ID for you. The administrator can confirm which compartment or compartments you should be using.

Account Upgrade Overview

Most new customers in the United States who create new accounts after January 28, 2019 can use the Upgrade and Manage Payment page tools.

Note

If you created your account before January 28, 2019 or from outside the United States, use the following links: 

When you sign up for the Free Tier, your credit card is authorized for $1 USD (or its equivalent in your country) at the time of sign-up.

When upgrading your free account, however, your credit card is authorized for $100 USD (or its equivalent in your country) at the time of the upgrade.

For both cases, the credit card authorizations are immediately reversed on the Oracle side. The vendor/banking institution at your location, however, determines how long it takes for the reversal to be processed.

Upgrade to Pay As You Go

Note

The credit card you used to sign up for Oracle services is shown as a default payment method, and can be used for an upgrade to a paid account. If you want you use a different credit card for an upgrade, click Change Payment Method.

To upgrade a trial account to Pay As You Go:

  1. Open the navigation menu and click Billing & Cost Management. Under Billing, click Upgrade and Manage Payment. The Upgrade page is displayed.
  2. Under Subscription Information, the Plan Reference, Plan Type (Free Tier), and Start Date are indicated.

    Under Account Details, the name, email address, and physical address you used during signup are also indicated.

  3. The credit card you used to sign up for the Free Trial is already shown as your default payment method. You can use this credit card for the upgrade, or enter another credit card by clicking Change Payment Method, and then do the upgrade. To change your payment details, see Change Payment Method Before or After an Upgrade.

  4. Under Pay As You Go, you can review the Pay As You Go upgrade description, and specify whether the account type is Corporate or Individual.

    By default, all accounts are set as Individual. You can change your customer account type to Corporate, but a payment method is required for this option to be available.

    When selecting Corporate, the Update Account Details panel opens.

    1. Enter the company name in Legal Company Name.
    2. In Billing Address, you can start typing your address, and a list of valid address suggestions is displayed. Multiple potential address suggestions can appear (for example, <address> 2 addresses means two possible valid addresses were found based on what you have entered). For this case, click the selection to view the list of potential individual addresses that were looked up based on what you enter.
      Tip

      If you can't find your address, select Can't find your address? Enter address manually to enter it in the fields that appear after selecting this option. Also, for a Trial subscription, the Country field can't be changed, since the country is set when you signed up for your account.
    3. Under Contact Information, you're required to enter a valid phone number in the corresponding field (the phone number is validated as you enter it). Other contact details are already filled out from when you originally signed up.

    After clicking Submit in the Update Account Details panel, your address is validated and standardized if you chose to enter the address manually, with the standardized option suggestion selected. If you didn't enter an address manually and chose one from the lookup suggestions, no standardization step appears (since the address that appear in the list are already standardized). Click Submit again after selecting a manually entered, standardized address.

    The updated address appears under Account Details on the Upgrade page.
    Note

    Account details can't be changed unless you select Corporate. For example, if you selected Corporate and updated your corporate address, but then later selected Individual, the address is reverted back to the original address you chose at signup, and you can't make any address changes unless you upgrade to Corporate. An error message under Account Details is displayed for this scenario, indicating that you must select Corporate if you need to make address changes. No address changes are allowed for an Individual customer account type. Corporate accounts meanwhile can update their addresses at any time.

    Individual accounts can always be upgraded to a Corporate account, but accounts that start out as Corporate can't go back to being an Individual account.

  5. After specifying the account type preference, select the check box to agree to the terms and conditions.
  6. Click Upgrade your account.

    (If applicable for your country) The Configure tax dialog opens, where you can optionally specify country-specific tax details. For example, for Chile, enter the required RUT (Rol Unico Tributario) value in the field, and select the GIRO payment transfer value from the list.

  7. Click Next. The Confirm account upgrade confirmation is displayed. Review the upgrade confirmation and click Upgrade account.
  8. A notification is displayed that your account upgrade is in progress. The upgrade can take a day or two to complete.

You receive a confirmation email upon completion of the upgrade, and the Upgrade page later indicates that the upgrade was successful. Also, at the top of the page under Subscription Information, the Plan Type field changes from Free Tier to Pay As You Go, and the page title changes to Manage Payment, where you can update the address for corporate accounts, or manage your payment method.

Upgrade Pay As You Go to Corporate

To upgrade a Pay As You Go individual customer account type to a corporate account:

  1. Open the navigation menu and click Billing & Cost Management. Under Billing, click Upgrade and Manage Payment. The Manage Payment page is displayed.
  2. Under Subscription Information, the Plan Reference, Plan Type (Pay As You Go), and Start Date are indicated.

    Under Account Details, the name, email address, and physical address you used during signup are also indicated.

  3. Click Upgrade to Corporate. The Update Account Details panel opens (Corporate is already selected because you're upgrading an individual account to a corporate one).
  4. Enter the company name in Legal Company Name.
  5. In Billing Address, you can start typing your address, and a list of valid address suggestions is displayed. Multiple potential address suggestions can appear (for example, <address> 2 addresses means two possible valid addresses were found based on what you have entered). Click the selection to view the list of potential individual addresses that were looked up based on what you enter.
    Tip

    If you can't find your address, select Can't find your address? Enter address manually to enter it in the fields that appear after selecting this option. Also, for a Trial subscription, the Country field can't be changed, since the country is set when you signed up for your account.
  6. Under Contact Information, you're required to enter a valid phone number in the corresponding field (the phone number is validated as you enter it). Other contact details are already filled out from when you originally signed up, but you can change them if needed.

    After clicking Submit in the Update Account Details panel, your address is validated and standardized if you chose to enter the address manually, with the standardized option suggestion selected. If you didn't enter an address manually and chose one from the lookup suggestions, no standardization step appears (since the address that appear in the list are already standardized). Click Submit again after selecting a manually entered, standardized address.

    The updated address appears under Account Details on Upgrade page.

Update Address and Contact Info for a Corporate Account

Corporate customer account types can update their address at any time on the Manage Payment page.

  1. Open the navigation menu and click Billing & Cost Management. Under Billing, click Upgrade and Manage Payment. The Manage Payment page is displayed.
  2. Under Subscription Information, the Plan Reference, Plan Type (Pay As You Go), and Start Date are indicated.

    Under Corporate Account, the name, email address, and physical address you used during signup are also indicated.

  3. To update the address, click Update Account Details. The Update Account Details panel opens.

    Corporate is already selected, and the Individual option isn't available, because you can't change the account type back to Individual.

    Legal Company Name can't be changed, but you can change your address and contact details under Billing Address and Contact Information.

  4. After updating address and contact information, click Submit.

Request a Sales Call

To request a sales call on the Upgrade and Manage Payment page:

  1. Open the navigation menu and click Billing & Cost Management. Under Billing, click Upgrade and Manage Payment. The Upgrade and Manage Payment page is displayed.
  2. Under Request a sales call, click Request a sales call. The Contact Sales box is displayed.
  3. Enter a phone number and an email address.
  4. Click Submit.

Change Payment Method Before or After an Upgrade

If you have a Free Tier account that you are upgrading to Pay As You Go, or already upgraded to a Pay As You Go account, you can change your payment method information.

Note

Only Pay As You Go accounts, or Free Tier accounts that are upgrading to Pay As You Go, are allowed to update credit card information.
  1. Open the navigation menu and click Billing & Cost Management. Under Billing, click Upgrade and Manage Payment. The Manage Payment page is displayed.
    Note

    If you already upgraded to Pay As You Go, the Manage Payment page title is displayed. Although the left menu always is Upgrade and Manage Payment, the page title shows Upgrade if your account is a Free Tier account, or Manage Payment if you have already upgraded.
  2. Under Payment Method, click Change Payment Method. The Oracle Payment method box is displayed.
  3. Under Add a new payment method, click Credit Card.
  4. Enter your credit card details and click Finish. A confirmation is displayed.
  5. Click Close. A notification is displayed that your payment details were updated.

Deleting Your Account

You can delete your account at any time from the Tenancy Details page. From the time that your delete request has been duly processed, billing is stopped (even if you have running instances), and any running resources are stopped.