> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userplane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Upgrading Your Plan

> Move to a higher plan tier for more seats, recordings, and features

Upgrading your plan gives your workspace more seats, recording links, recordings, and access to additional features.

## Who can upgrade

The upgrade flow depends on your role:

| Role       | What happens                                                                                |
| ---------- | ------------------------------------------------------------------------------------------- |
| **Owner**  | Can upgrade directly through the checkout flow.                                             |
| **Admin**  | Can preview plan details and initiate the upgrade flow.                                     |
| **Member** | Can request an upgrade. An email is sent to workspace owners notifying them of the request. |

## Upgrading as an owner

<Steps>
  <Step title="Open Billing settings">
    Go to [Workspace Settings > Billing](https://dash.userplane.io/_/settings?tab=plan-usage\&plan-modal=detailed).

    <Frame caption="Current plan details">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/billing/current-plan.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=24da8397994e8cdd3ba79cccbcd79feb" width="1342" height="906" data-path="media/billing/current-plan.png" />
    </Frame>
  </Step>

  <Step title="Compare plans">
    Review the available plans and their resource allocations.
  </Step>

  <Step title="Select a plan">
    Click **Upgrade** or select a higher plan. You can choose between monthly and annual billing.

    <Frame caption="Plan selection">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/billing/upgrade-plan-selection.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=72f2fc8b329a53688494cdbbc9e7348d" width="1342" height="906" data-path="media/billing/upgrade-plan-selection.png" />
    </Frame>
  </Step>

  <Step title="Complete checkout">
    If this is your first paid subscription, you are redirected to the checkout page
    to enter payment details. Complete the checkout. Your workspace is upgraded immediately.
  </Step>
</Steps>

## Previewing as an admin

Admins can view plan details and pricing, including a preview of the new plan's resource allocations and cost. From there, they are redirected to the checkout flow alongside the owner approval process.

<Frame caption="Current plan details">
  <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/billing/workspace-plan/current-plan-details.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=4399802cfa57312f59c124fa54f345bf" width="1920" height="958" data-path="media/billing/workspace-plan/current-plan-details.png" />
</Frame>

## Requesting as a member

<Steps>
  <Step title="Open Billing settings">
    Go to [Workspace Settings >
    Billing](https://dash.userplane.io/_/settings?tab=plan-usage\&plan-modal=detailed).

    <Frame caption="Current plan details">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/billing/workspace-plan/current-plan-details.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=4399802cfa57312f59c124fa54f345bf" width="1920" height="958" data-path="media/billing/workspace-plan/current-plan-details.png" />
    </Frame>
  </Step>

  <Step title="Request an upgrade">
    Click **Request Upgrade**. An email notification is sent to all workspace owners with details of
    the requested plan.
  </Step>

  <Step title="Owner completes the upgrade">
    An owner reviews the request and completes the upgrade through the checkout flow.
  </Step>
</Steps>

## Plan changes

When you upgrade:

* The new plan takes effect immediately.
* Existing usage counts carry over to the new plan's limits.
* Billing is adjusted for the remaining time in your current billing period.
* Seat add-ons are retained on the new plan.
* Any flexible credits are applied to the next invoice.
* On annual plans, unused rollover resources carry over.

<Note>
  Upgrades are not available during the trial period. Choose a plan after your trial ends or when
  you are ready to commit. See [Trial Plans](/billing/trial) for details.
</Note>

## Related articles

* [Subscription Overview](/billing/overview) — plan tiers and pricing.
* [Understanding Usage Limits](/billing/usage-limits) — what each plan includes.
* [Trial Plans](/billing/trial) — how the 14-day trial works.