Workspace & Subscription Management
Managing your workspace & subscription
By Didem1 author28 articles
- Managing workspace settingsLearn how to manage who can add a paid seat in your workspace
- Accessing workspace profile and billing informationLearn how to access your workspace profile, billing information and update them
- Adding seats to your workspaceLearn how to add more seats to your subscription
- Removing seats from your workspaceLearn how to remove seats from your Advanced, Team or Organization plan workspace
- Inviting members to your workspaceLearn how to invite members to your workspace
- Removing workspace membersLearn how to remove members from your workspace
- Managing members in the grace periodLearn more about the grace period and how to review new seats
- Assigning roles to workspace membersLearn more about workspace member roles
- Managing access level of workspace membersLearn more about workspace members' access levels and how to update them
- Grouping workspace members by tagsLearn how to group your workspace members using tags
- Generating a report of your workspace membersLearn how to generate a report of your workspace members
- Transferring a workspaceLearn how to transfer your Advanced, Team, Organization, or Enterprise plan to another member
- Leaving a workspaceLearn how to leave a workspace that you’re a member of
- Assigning roles to project members on Free and Basic plansLearn more about the different project roles on Free and Basic plans
- Billing FAQGet answers to common billing questions and issues
- Updating invoice and billing informationLearn how to set up your billing details and add additional information to your invoices
- Updating credit cardLearn how to update your credit card
- Downloading & sending invoicesLearn how to email a copy of your invoices or download them
- Changing your subscription's billing cycleLearn how to change your subscription’s billing cycle, i.e., monthly to annual
- Upgrading your subscriptionLearn how to upgrade your subscription
- Reactivating a canceled subscriptionLearn how to reactivate your canceled subscription
- Downgrading your subscriptionLearn how to downgrade your plan
- How proration worksLearn how proration works when you make changes to your plan
- Canceling your subscriptionLearn how to cancel your subscription
- Transferring a Basic planLearn how to transfer a Basic plan to another user
- Transferring a deprecated personal plan - Starter or Growing Business plansLearn how to transfer the deprecated Starter and Growing Business plans to another user
- Fixing payment issues when your credit card failsLearn how you can fix payment issues related to your credit card
- Sales taxLearn more about Sales tax collection