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Plans, subscription and usage

This page shows plan, products, limits and usage. A plan change differs from assigning user permissions or enabling a product module.

Last reviewed 2026-10-05

Before you start

Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.

Workflow

  1. 1Review the current plan, status and billing cycle before requesting a change.
  2. 2Compare products, features and limits, and inspect usage nearing capacity.
  3. 3Open request details or history to inspect change status rather than assuming immediate activation.
  4. 4If a limit is reached, review needed capacity or contact administration; do not repeat failed operations.
Captured in local preview. Names and balances are samples; controls can differ with permissions and activated products.

Watch this distinction

An upgrade request or displayed price is not proof of payment. Check actual status before promising new features or capacity.

Verify the result

Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.

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In this guide

Before you startWorkflowWatch this distinctionVerify the resultContinue with these guides
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