A Customer Success Plan (CSP) is the level of support that your organisation has signed up for. The level chosen determines what support is available to you and how many people can raise support cases.
š Note: Not all Access products currently support CSPs. However, they are being rolled out to all products.
CSP levels
For detailed CSP information and an in-depth look at the plans specifically for your products, follow the steps below:
Go to our Success Services page.
Scroll down, then select the plan you want more information about.
The Essential Plan.
The Standard Plan.
The Premier Plan.
Search for and select the relevant product. Either:
Scroll through the options on the page.
Filter the search: On the left, click Industry/ Sector and select your industry, then click Filter.
Change your plan
To upgrade to a new plan, reach out directly to your Account Manager or Customer Success Manager. You would have been given their contact details during your onboarding process.
ļø Important: Changing the plan means changing your contract and billing with Access. If you donāt have this authorisation within your organisation, reach out internally to the appropriate person and ask them to contact us.
Alternative way to request an upgrade
If you donāt have your Account Manager or Customer Success Manager contact details, follow the steps below:
Go to our Account Support Help Centre.
In the bottom-right, click the Access Digital Assistant
icon.
Select My Account, then enter Change my CSP.
Follow the instructions in the chat.
š¤ Tip: Before you start, make sure you have your customer code handy.