For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending .md to page URLs; this page is available as Markdown.

Change a Client's Plan

You can change a client's plan at any time from the Clients tab. Plan changes affect which features are available in the client's workspace.

Changing your client’s plan

1. Go to the Clients tab.
2. Hover over the client and click the options menu (⋯)
3. Select Edit client
4. Update the plan to Free, Basic, or Plus

{% hint style="info" %} Plan changes are limited to certain roles within your organization. See Roles & Permissions. {% endhint %}

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