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Two settings above your role decide what OfficeRidge shows: your agency’s subscription tier and the modules enabled for your organization.

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Subscription tiers

Basic

1–10 employees. Perfect for small agencies.

Professional

11–50 employees. Ideal for growing agencies.

Enterprise

51+ employees or multiple locations.

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What each tier includes

  • License & certification tracking
  • Document management
  • PAS member & employee management
  • On-call & project management
  • Vendor management
  • Basic survey preparation
  • HIPAA compliance tools
  • Email support
  • Basic reporting
  • Automated alerts
Tiers are ordered Basic → Professional → Enterprise. A feature that requires Professional is also available on Enterprise.

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Features gated by tier

Two sidebar items require Professional or higher: If your agency is on Basic, these do not appear in the sidebar at all. Review or change your plan on the Subscription page.

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Modules

Separately from tier, your organization has a set of enabled modules. Each sidebar item belongs to one of them. A few items belong to no module and are always available: Dashboard, Resources, Task Manager, Account, Security, and Switch Organization.

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How the three checks combine

To see a sidebar item, all three must pass:
1

Your plan meets the minimum tier

Checked first. Failing here hides the item regardless of role.
2

Your organization has the module enabled

A disabled module hides every item that belongs to it.
3

Your role is permitted

See Roles and permissions.
Organization Admins bypass the role check but not the tier check. If you are an admin and still cannot see Forms or Integrations, your agency is on Basic.

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Changing your plan

Plan changes are made on the Subscription page by an Organization Admin or Finance Manager. Upgrading takes effect for everyone in your organization.
Downgrading removes access to higher-tier features. Records created with those features are retained, but you will not be able to open the pages that manage them until you upgrade again.