User License Upgrade Request
Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
Users can request an upgrade to their license type, enabling them to create tasks and projects, assign work, set deadlines, and more.
Note
Collaborators are used as an example license.
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Click the Get Access 1 button in the sidebar.
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Alternatively, click the Learn How to Get Access 2 button in the banner above the description.
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In the popup window, click Request 3 to submit.
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A confirmation popup will appear, indicating your request has been submitted 4.
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.
Note
Collaborators are used as an example license.
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Click your profile image in the sidebar 1.
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Select Settings 2 from the dropdown menu.
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Under Account Management, click Users 3.
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Navigate to user settings and click Edit settings 4.
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Locate the User type 5 section.
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Change the user type from Collaborator to Regular User, or whatever user type you’d like them to have 6.
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Click Save changes 7 to finalize the upgrade.
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.
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Click your profile image in the sidebar 1.
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Select Settings 2 from the dropdown menu.
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Go to Settings 3 under the Account Management section.
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Find the Member upgrade requests 4 section.
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Turn off the feature to prevent collaborators from placing upgrade requests 5.
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Click Save changes 6 to apply your preferences.
Only account owners can manage email notifications.
To manage notifications: