Plans, Billing, and Account Management

Summary

Jewlerist workspaces operate under subscription plans that determine which features are available and whether the workspace is writable or read-only. The workspace owner manages billing, subscription status, and plan changes. This article explains how plans work and where to find billing settings.

Who this is for

This article is for workspace owners who want to understand their subscription, manage billing, or change their plan.

How plans work

Every workspace has a plan that determines:

Feature access: Which features are available (e.g. staff management, discussions, custom permissions).
Access mode: Whether the workspace is writable (you can create and edit records) or read-only (you can view but not modify).

A workspace's plan is determined by its active subscription or beta access status. If a workspace has no active subscription and no beta access, it defaults to a read-only mode where existing data is preserved but no new records can be created.

Managing billing

The workspace owner can manage billing from the Plan & Billing option in the user menu (at the bottom of the sidebar). This page shows:

Your current plan and status.
Billing history and invoices.
Payment method on file.
Options to upgrade, downgrade, or cancel.

Only workspace owners can access billing settings.

Read-only workspaces

If a workspace loses its active subscription or beta access, it becomes read-only. In read-only mode:

All existing data is preserved and can be viewed.
No new records can be created.
Existing records cannot be edited.
Team members can still sign in and view data.

To restore write access, the workspace owner needs to activate a subscription or obtain beta access.

Account settings

Each user can manage their personal account from My Profile in the user menu. Account settings include:

Name and email: Your display name and contact email.
Password: Change your password.
Avatar: Upload a profile photo.
Locale: Your preferred language.
Work specialty: How your sidebar is configured (general, designer, stone setter, or customer service).

Switching workspaces

If you belong to more than one workspace, you can switch between them from the Switch workspace option in the user menu. Each workspace has its own plan, billing, and team.