All Collections
Workspace & Subscription Management
Workspace & Subscription Management
Managing your workspace & subscription
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