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03 Feedback & Requests

03 Feedback & Requests

Inaccessibility of Upgrade Options for Workspace Users

Andreas Wernicke

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neither the Trial button nor the credits menu have direct access to let a user upgrade a workspace. Is that intentional?

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Inaccessibility of Upgrade Options for Workspace Users | Clay

3 comments

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While the Trial button and credits menu don't provide direct access to upgrade a workspace, this is intentional. We have a specific process for upgrading your plan: 1. Click your profile picture in the top-right corner 2. Select "Settings" 3. Navigate to "Plans & billing" in the left sidebar 4. Click "Change plan" 5. Choose your desired plan and click "Upgrade" This process ensures you can review all available options before upgrading. If you need more credits temporarily, you can purchase credit top-ups from the Plans & billing section without changing your plan.
Sources: Workspace administration documentation | Documentation | Clay University Plans and billing | Documentation | Clay University Running Out of Credits
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Andreas Wernicke
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Oh I think it’s because of the new roles and I’m not an admin.