Organization & User Administration Managing Subscription Status

Keep your organization running smoothly by managing your subscription and billing status. This guide walks you through viewing your current status, completing your billing onboarding, and tracking the active users that count toward your plan.

You must have Organization Admin privileges to view or modify subscription settings. If you don't see these options, contact your organization's owner.

Understanding your subscription lifecycle

Your organization's subscription moves through a few different states depending on your onboarding progress and payment status.

stateDiagram-v2
    [*] --> PendingOnboarding: Organization Created
    PendingOnboarding --> Active: Complete Onboarding
    Active --> Suspended: Payment Failed / Deactivated
    Suspended --> Active: Subscription Renewed
    Active --> [*]: Organization Deleted
StatusDescriptionAction Required
Pending OnboardingThe organization is created but billing details are missing.Complete the onboarding flow.
ActiveThe subscription is fully active and users can access all features.None! You're good to go.
SuspendedThe subscription has been toggled off (usually due to billing issues).Contact support to reactivate.

Activating your subscription

When you first create a new organization, it is placed in a pending state. To unlock your features and invite your team, you need to complete the onboarding process.

  1. 1

    Navigate to Organization Settings

    Log in to your dashboard and select your organization from the dropdown menu. Click on Settings in the main navigation.

  2. 2

    Start the Onboarding Flow

    Locate the banner at the top of the screen that says "Complete Onboarding" and click Get Started.

  3. 3

    Enter Billing Details

    Fill in your company information, upload your organization logo, and provide your preferred payment method.

  4. 4

    Confirm and Activate

    Click Complete Onboarding. Your organization's subscription is now active, and you can begin inviting users!

Personalize your workspace early! Uploading an organization logo during onboarding helps your team easily identify your workspace when they receive their email invitations.

Managing billable users

Your subscription plan is often determined by the number of active users in your organization. Pending invitations do not count toward your active user limits.

To review who currently has access to your organization:

  1. Go to Settings > Users.

  2. Filter the list by Active Users to see everyone currently counting toward your subscription.

  3. Switch the filter to Pending Invitations to see users who have been invited but haven't accepted yet.

Managing Organization Users

Learn more about inviting new team members, managing pending invitations, and assigning roles.

Managing subscriptions and support via API

If you are building internal tools or automating your workflows, you can manage subscription limits and support tickets directly through our API.

Subscription validation

Use these endpoints to programmatically check your organization's feature access and usage limits:

  • GET /organization/{organization_id}/subscription/feature-value: Retrieve the specific value or tier of a feature.

  • GET /organization/{organization_id}/subscription/validate-feature: Check if a specific feature is enabled for your current plan.

  • GET /organization/{organization_id}/subscription/validate-limit: Verify if your current usage allows for more capacity under your plan's limits.

Support tickets

You can also interact with our support team programmatically:

  • GET /organization/{organization_id}/support/tickets: List all support tickets for your organization.

  • POST /organization/{organization_id}/support/tickets: Create a new support ticket.

  • GET /organization/{organization_id}/support/tickets/{ticket_id}: Retrieve details for a specific ticket.

  • POST /organization/{organization_id}/support/tickets/{ticket_id}/messages: Add a new message to an existing ticket.

Frequently Asked Questions

Why is my organization marked as 'Suspended'?

If your organization is suspended, our internal system has temporarily toggled your subscription to inactive. This usually happens if a scheduled payment fails. Please check your payment method or contact our support team to resolve the issue.

Can I export a list of my users for an audit?

Yes! Organization administrators can export a complete CSV of all active and pending users directly from the Users tab in your organization settings.

What happens if I delete my organization?

Deleting an organization is permanent. It immediately cancels your active subscription, revokes access for all users, and queues your data for deletion. We recommend exporting your data before taking this step.

Proceed with caution when deleting an organization. This action cannot be undone and will immediately terminate your subscription and permanently erase all associated data.