Change Your Workspace Plan

Change Your Workspace Plan

Every Workspace uses either the Collect or Control plan. Your Workspace plan determines which features are available. If your needs change, you can switch the Workspace’s Plan type.

To learn which plan is right for your organization, see Compare Collect and Control Plans.


Who can change the Workspace plan

Only the Workspace owner can change a workspace’s plan.

If you have an Annual subscription, changes to your plan may be restricted. To learn more, see When You Can Change Your Plan.


How to switch between the Collect and Control plans

  1. In the navigation tabs (on the left on web, at the bottom on mobile), go to Workspaces > [workspace name].
  2. Select Overview.
  3. Select Plan type.
  4. Choose Collect or Control.
  5. Confirm your selection.


FAQ

Can I switch back to Control after downgrading to Collect?

Yes. You can upgrade a Workspace to Control at any time by returning to the Plan type setting.

Why is my Plan type locked?

This happens when you’re on the Control plan with an Annual subscription. You’ve committed to your active members on Control until the subscription term ends, so you can’t downgrade to Collect before that date. The locked message shows exactly when your term ends.

Why can’t I downgrade my invoiced subscription?

You can’t downgrade the plan on an invoiced subscription from the app. Reach out to your Account Manager or Concierge to discuss or make changes to your subscription.

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