Understand plan limits and locked features

Short summary

Your Company plan controls how many Workspaces and Team Members you can have, and which features are available. When you reach a limit or click a locked feature, Proposaly shows a dialog with next steps.

When to use this feature

Use this article when:

• you cannot create another Workspace
• you cannot add another Team Member
• a visible feature is disabled
• you want to review or change your current plan

Step-by-step instructions

1. In the Business Portal, go to Billing → Plan.

1. Review your current plan details and included items.

!Screenshot: current plan details

1. To change your plan, click "Change plan".

1. In "Select a new plan", choose the plan you want to review.

!Screenshot: select a new plan

1. If you try to create a Workspace or add a Team Member after reaching your plan limit, a dialog appears with available actions:

• If you are the Owner, you can use "Upgrade plan" or "Review plans".
• If you are a regular user, you can use "Notify account owner" or "Review plans".

1. If you click a disabled feature that is not included in your plan, a dialog explains that the feature is available on higher plans.

Notes & limitations

• Plan checks apply when creating a Workspace.
• Plan checks apply when adding a Team Member.
• Plan checks also apply to actions triggered through API or third-party integrations.
• Features that are not included in your plan stay visible but appear disabled.
• Disabled features can still be clicked to open the limitation dialog.
• Enterprise includes 50 Team Members and 50 dedicated workspaces.
• The exact limits for Solo, Teams, and Business are shown in the plan selection screen.

Troubleshooting

Why can’t I create another Workspace?

You may have reached your plan limit. Open Billing → Plan and review your current plan.

Why can’t I add another Team Member?

You may have reached your plan limit for Team Members. Open Billing → Plan and review your current plan.

Why is a feature visible but disabled?

The feature is visible so you can see what is available on higher plans. Click it to view the upgrade dialog.

What happens when I click "Notify account owner"?

An email is sent to the account owner and a success message is shown

What does "Review plans" do?

It opens the pricing page on the marketing website in a new tab.

What does "Upgrade plan" do?

It opens the plan page in the app.