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User License Upgrade Request

Table 21. Availability - Legacy plans

Free

Professional

Business

Enterprise

Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ;

Table 22. Availability

Free

Team

Business

Enterprise

Pinnacle

Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ;

Overview

Users can request an upgrade to their license type, enabling them to create tasks and projects, assign work, set deadlines, and more.

To Request a License Upgrade

Note

Collaborators are used as an example license.

  1. Click the Get Access 1 button in the sidebar.

  2. Alternatively, click the Learn How to Get Access 2 button in the banner above the description.

    Collaborator_License_Upgrade_Request_Process_1.png

  3. In the popup window, click Request 3 to submit.

    Collaborator_License_Upgrade_Request_Process_2.png

  4. A confirmation popup will appear, indicating your request has been submitted 4.

    Collaborator_License_Upgrade_Request_Process_3.png

Managing Upgrade Requests and Notifications

When a user submits a request, the admin receives an email notification.

Admins can access user settings directly from the email by clicking the Approve 1 button or by going to Settings in the workspace.

Managing_User_Type_Requests_and_Notifications_.png

To Upgrade a User:

Note

Collaborators are used as an example license.

  1. Click your profile image in the sidebar 1.

    Managing_User_Type_Requests_and_Notifications_1.png

  2. Select Settings 2 from the dropdown menu.

  3. Under Account Management, click Users 3.

    Managing_User_Type_Requests_and_Notifications_2.png

  4. Navigate to user settings and click Edit settings 4.

  5. Locate the User type 5 section.

    Managing_User_Type_Requests_and_Notifications_3.png
    Managing_User_Type_Requests_and_Notifications.gif

  6. Change the user type from Collaborator to Regular User, or whatever user type you’d like them to have 6.

    Managing_User_Type_Requests_and_Notifications_4.png

  7. Click Save changes 7 to finalize the upgrade.

Disabling Upgrade Requests

Only account owners can turn off the feature that allows users to request upgrades.

To turn off the functionality for placing upgrade requests:

Note

Collaborators are used as an example license.

  1. Click your profile image in the sidebar 1.

    Disable_upgrade_request_1.png

  2. Select Settings 2 from the dropdown menu.

  3. Go to Settings 3 under the Account Management section.

    Disable_upgrade_request_2.png

  4. Find the Member upgrade requests 4 section.

  5. Turn off the feature to prevent collaborators from placing upgrade requests 5.

  6. Click Save changes 6 to apply your preferences.

Manage Email Notifications

Only account owners can manage email notifications.

To manage notifications:

  1. Click your profile image in the sidebar 1.

    Manage_Email_Notifications_1.png

  2. Select Settings 2 from the dropdown menu.

    Manage_Email_Notifications_2.png

  3. Navigate to Settings under Account Management 3.

  4. Navigate to the Member upgrade requests section 4.

  5. Assign a specific admin to receive notifications 5.

  6. Click Save changes 6 to apply your preferences.

What's next?

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