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Understand the workspace lifecycle actions available to owners.

Owners can upgrade the current workspace, create additional workspaces when allowed by plan rules, or delete a workspace when supported.

When moving from solo work to a team, changing plan, or cleaning up a workspace.

Plan changes apply to the current workspace, not every workspace you belong to.

- Owners can upgrade the current workspace, create additional workspaces when allowed by plan rules, or delete a workspace when supported.
- When moving from solo work to a team, changing plan, or cleaning up a workspace.
- Plan changes apply to the current workspace, not every workspace you belong to.

Use Billing to upgrade the active workspace.

Use create workspace actions only when your plan allows additional workspaces.

Before deleting, export or transfer anything you still need.

1. Open Settings in the workspace.
2. Use Billing to upgrade the active workspace.
3. Use create workspace actions only when your plan allows additional workspaces.
4. Before deleting, export or transfer anything you still need.

Some legacy paid accounts may materialize their workspace on first team action.

- Some legacy paid accounts may materialize their workspace on first team action.

If upgrade or create options are unavailable, confirm current plan and Owner role.

- If upgrade or create options are unavailable, confirm current plan and Owner role.

- Workspace billing, plans, and usage
- Fix workspace access issues

Upgrade or manage a workspace

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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