Can a team member change the owner plan?
No. Plan and billing management belong to the account owner.
Help Center
Check your plan and feature allowances
Check your current plan, usage limits and lead retention before changing your subscription.
Your plan combines editing tools with account allowances. Billing and plan management remain available to the account owner in Personal workspace.
Use this guide when
You want to check your current plan, usage limits and lead retention before changing your subscription.
Before you start
- Sign in and select the workspace that owns the card. A shared workspace may limit which cards you can view or edit.
Steps
- Switch to your Personal workspace and open Plan.
- Check the current plan and card, block and team allowances.
- Review lead retention. Free has 30 days, Starter has 180 days and Professional has unlimited retention. Use your own plan details for Lite or custom terms.
- Before changing plans, review the new allowances and export any leads you need to keep.
Themes, private drafts, publishing, text editing, image framing, lead forms, Inbox and lead CSV export are available across plans, within current limits and permissions.
Read the allowance in context
Plan usage shows how much of each allowance the active workspace has used. In a team workspace, limits belong to its owner. Return to Personal for your own billing and plan management.
Theme selection, text editing, draft publishing and Inbox lead CSV export are shared capabilities. Card counts, block counts, team allowances and retention still vary by plan. Lead CSV export is separate from general export controls in other areas of the app.
Statistics retention and lead retention describe different records. A lead may remain after its associated view data expires. Check the displayed allowance rather than assuming all records are kept for the same period.
Good ways to use this
- Review usage before creating more cards.
- Check the account owner plan when working in a shared workspace.
- Keep your custom plan terms handy when contacting support.
Common questions
Does unlimited retention mean backups?
No. Keep your own secure export for records you need. Deleted leads are not protected by unlimited retention.
If something looks wrong
- If you cannot see plan management, switch to your Personal workspace.
- Contact support if your custom terms differ from the allowance shown.
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