Org Loom
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Walkthrough

Move a Pro workspace to Team

Convert an existing Pro workspace when you are ready to invite teammates and manage their access. Your workspace and canvases stay in place, and the existing Pro subscription is replaced by Team.

Before you begin

You must be an administrator of an active Pro workspace. Decide whether the people joining Team should work in your current workspace or in a separate new workspace.

Conversion changes billing immediately. Review the Team price and seat count in the confirmation. Stripe applies the appropriate adjustment for the rest of the current billing period.

The process

  1. Open the workspace from the canvas, then select Billing.
  2. Choose Upgrade.
  3. Choose whether to convert the current workspace or create a separate Team workspace.
  4. Review the Team seats and price, then confirm.

Step 1: Choose the workspace

From the canvas, open Workspace. Select Billing, then Upgrade. Org Loom presents two choices:

  • Convert this workspace to Team keeps the current workspace, canvases, settings, and activity together.
  • Create a new Team workspace leaves the current Pro workspace unchanged and creates a separate workspace with its own members, canvases, settings, activity, and subscription.
Upgrade options for converting the current Pro workspace or creating a separate Team workspace

Step 2: Review the conversion

Choose Convert to Team. Confirm the workspace name and select the number of paid seats. Team includes three seats for $399 per month, with additional seats at $49 per month each.

Convert to Team confirmation showing the workspace, seat count, monthly price, and Convert and replace Pro button

Step 3: Confirm the change

Choose Convert & replace Pro. The existing subscription is updated in place, so you are not sent through a second checkout and a separate Pro subscription is not left behind.

Org Loom returns to Billing and confirms the conversion. The workspace now shows Team controls for members, permissions, invitations, approvals, and seats.

After conversion

  • Invite teammates from the Workspace tab.
  • Adjust seats from Billing and confirm with Update seats.
  • Use Manage billing for payment details and invoices.
  • Review feature settings and member permissions before inviting users.

See also