Change workspace account details

Editing a workspace's details changes its name. Plans, trials and account access use separate actions so renaming cannot accidentally change billing or end a trial.

Rename a workspace

Open the workspace's Edit details action, change Company name, and save. The workspace keeps its current plan and account status.

Change a plan or account access

A full platform administrator manages plan changes through the workspace's plan controls. Use Give free upgrade for a complimentary plan; it requires its own reason and terms.

Use Activate account, Reactivate account or Suspend account for account access. These actions require a full platform administrator. A trial starts through workspace onboarding, not by assigning a Trial status in an edit form.

When a change does not happen

The action is unavailable. Ask a full platform administrator to review a plan or account-access change.

The requested plan needs a free upgrade. Review the complimentary plan's reason and terms rather than changing it through Edit details.

The name could not be saved. Try again, then reopen the workspace to check the saved name. If the problem persists, ask the platform administrator to investigate.