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Review your plan and seats

Review the workspace plan, seat usage and billing contact before changing membership or subscription details.

Workspace owners and teammates1 min readVerified
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Open Plan and billing

Open Settings → Plan and billing. Read the current plan and the usage shown. Plan administration belongs to the workspace owner; a teammate may see information without being able to change it.

Plan and billing section with current plan and seat usage
Check the current plan and seats before changing membership. Select the image to view it larger in a new tab.

Understand seats

Read the seat explanation, including invitations that hold a seat until accepted or withdrawn. Check pending invitations before inviting the same person again. Use Members to review who those seats belong to.

Review workspace usage

Read the counts for clients, contacts and projects in the workspace. Do not infer a limit from a count alone; use the current plan information and the control’s explanation.

Check billing details

Review Billing email and receipts. This is Tamaam’s own billing contact, distinct from the clients you invoice through Finance. Review the terms and price shown in any plan-change flow before confirming a purchase.

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