Workspace

1. My Workspace

View your personal workspace.

2. Invited Workspaces

View workspaces you have been invited to as a member.

3. Workspace Log

Check user accounts that have accessed the workspace and their activity history.

Tracked events include:

• Case creation and deletion

• Subscription start

• Additional seat purchases

• New member invitations

• Member removals

How to Upgrade a Member Account from Free to Pro

After signing in with your member account, go to Workspace Settings and select the workspace you were invited to.

Step 1. Switch to the Invited Workspace

Step 2. Verify Your Plan

Once you’ve switched workspaces, confirm that the subscription plan has been upgraded from Free to Pro.

Step 3. Confirm the Case-Creating Account

Although the workspace is shared, ensure that the account you’re using to create cases is your member account.

Step 4. Look for the Account Badge

When you create a case with your member account, a badge will appear next to the case name in the Cloud Case list to indicate which account created it.