Documentation
All documentation

Account and operations

Understand plans, billing, and usage limits

Read workspace allowances, choose a plan, start checkout, and understand which limits apply to each workflow.

For
Workspace owners and purchasers
Typical time
5 minutes
Manage billing and plan

Before you start

  • Workspace owner access for billing changes

Procedure

Step by step

  1. Review current usage

    The dashboard and billing page show the active workspace plan and relevant document, website, member, workspace, and Exchange allowances.

  2. Compare the complete contract

    Use the Pricing page for current published limits. Exchange is an operations-focused plan and does not include automated document remediation.

  3. Start checkout as the signed-in owner

    Choose the intended plan from Pricing or Billing. The server maps the checkout product to a known plan; unknown products do not grant access.

  4. Confirm the resulting plan

    After payment completes, return to Billing and verify the active plan before relying on new capacity.

Limits are enforced separately

Document remediation, upload size, members, workspaces, active Exchange cases, monitored domains, and monitored PDFs are distinct allowances. Website scanning does not consume a remediation upload until you explicitly convert a discovered PDF.

Billing support

For a payment, invoice, or plan-sync problem, contact support with the workspace name and approximate transaction time. Do not send card details or secret keys.