Change Your Workspace Plan
Change Your Workspace Plan
Every workspace uses either the Collect or Control plan. Your workspace plan determines which features are available. If your needs change, you can switch plans from the workspace’s Plan type setting.
Changing a workspace plan is different from changing your subscription. This article explains how to switch a workspace between the Collect and Control plans. If you want to manage your subscription instead, see How to Manage Your Plan or Subscription.
To learn which plan is right for your organization, see Compare Collect and Control Plans.
Who can change the workspace plan
Only the workspace owner can change the workspace plan. Changing the plan may change the monthly Expensify bill.
To learn more, see How Your Plan and Subscription Determine Your Bill.
How to switch between the Collect and Control plans
- In the navigation tabs (on the left on web, at the bottom on mobile), go to Workspaces > [workspace name].
- Select Overview.
- Select Plan type.
- Choose Collect or Control.
- Confirm your selection.
Note: If your workspace is on the Control plan with an Annual subscription, you can’t downgrade to Collect until your subscription term ends. To learn more, see When You Can Change Your Plan.
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FAQ
Can I switch back to Control after downgrading to Collect?
Yes. You can move a workspace between Collect and Control whenever your needs change by returning to the Plan type setting.
Why is my Plan type locked?
This happens when you’re on the Control plan with an Annual subscription. You’ve committed to your active members on Control until the subscription term ends, so you can’t downgrade to Collect before that date. The locked message shows exactly when your term ends.
Why can’t I downgrade my invoiced subscription?
You can’t downgrade the plan on an invoiced subscription from the app. Reach out to your account manager or Concierge to discuss or make changes to your subscription.
