Change your plan

Upgrade or downgrade between the paid plans, and what happens to your data when you do.

Only the workspace owner can change a plan — and only the owner can see the billing page at all. It does not appear in settings for admins.

You can move between Standard, Business and Scale in either direction; Enterprise is arranged with us on a contract. There is no free plan to move down to.

Upgrade

Open Settings → Billing.
Choose the plan you want and confirm.
The new limits apply straight away.

Upgrading mid-period charges only the difference for the time left, not a fresh period, and your renewal date does not move.

Adding people later is billed for the days they are actually there: on monthly that lands on your next renewal, on yearly it is invoiced on the 1st of the month (and rolls into the next one if it comes to under $5). Leave that invoice unpaid for seven days and the workspace goes view-only — everyone can still read everything — until it is settled. Someone who leaves is billed for the days they were there — there is no refund for the rest.

Downgrade

Downgrading takes effect immediately, not at the end of the period. Before you confirm, it is worth knowing exactly what changes.

You keep your paid time, not the price difference

A downgrade applies the moment you confirm it, on yearly exactly as on monthly. The time you have already paid for keeps running on the lower plan, but the price difference between the two plans is not credited or refunded. If you are on yearly, the cheapest moment to move down is at renewal.

What stays

Everything you have already created stays, and stays readable. Spaces, projects, folders and docs above the new plan's limit are never deleted or hidden.

What stops

You cannot create new items in a category you are over the limit on. If your new plan allows 200 projects in a space and that space has 300, all 300 keep working — but you have to be back under the limit before you can add another.

Features above your new tier stop being available. The most disruptive one is custom role permissions: dropping below Scale converts anyone on a custom role to a built-in one, and Kokar asks you to confirm that before completing the change.

Check your structure first

The quickest way to avoid surprises is to compare your current spaces, projects and folders against the limits on the pricing page before you downgrade, rather than after.

If a period is not renewed

A workspace keeps working for seven days after its period ends. After that it is locked — the owner sees only the billing page, everyone else sees that the workspace is waiting for the owner — until the plan is renewed. Renewing on any plan, including a cheaper one, unlocks it. Nothing is deleted.

See When a plan expires.

Frequently asked questions

Do I lose anything when I downgrade?

Nothing is deleted. Content you created above the new plan's limits stays in the workspace and stays readable — you simply cannot create new items in that category until you are back under the limit.

When does a downgrade take effect?

Immediately. Kokar does not wait for the end of the billing period, so the new limits apply from the moment you confirm.

What happens to members on custom roles when I downgrade?

Custom role permissions are a Scale and Enterprise feature. If you drop below Scale, anyone on a custom role is converted to a built-in role automatically, and you will be asked to confirm this before the downgrade completes.

Can I change plan if my payment is overdue?

Yes. If a workspace goes unrenewed past its seven-day grace period it is locked to the billing page, and renewing on any plan — the same one, a higher one or a cheaper one — is what unlocks it.

Can I move to a free plan?

No. There is no free plan. You can move between Standard, Business and Scale (or talk to us about Enterprise), but every workspace is on a paid plan.

Keep reading

AI credits and limitsWhere AI credits come from, who can buy more, seeing who used them, and capping one member's monthly spend.How billing worksWhat Kokar charges for, how seats are counted, and why nothing is ever charged to you automatically.When a plan expiresWhat happens if a workspace is not renewed — the seven-day grace period, and the workspace locking until you renew.Payment history & receiptsWhere to find every payment your workspace has made, and how to download a receipt.