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InsightsBusiness workspace guide

Business workspace guide

How Business workspace purchase and access work

A clear guide to choosing a Business plan, creating an organisation directly, starting secure checkout, and checking verified paid-plan access.

4 min readUpdated 5 August 2026

A Business plan should not require an emailed request just to reach the workspace. In the self-service path, a signed-in owner can choose a workspace they already own or create an organisation directly and become its first owner. That gives the owner a workspace to begin with; it does not treat a payment-page redirect as proof that a paid plan has activated.

Illustrative Business workspace home page with contract, approval, renewal, and request work queues after organisation setup.
Illustrative workspace with fictional data. Basic workspace access follows organisation setup; menus, controls, and limits depend on the signed-in member's role and current verified plan.

Start from the plan you want

  1. 1Choose an available Business plan from public pricing. The product carries only a recognised catalog plan forward to sign-in and organisation setup.
  2. 2Sign in or register. If you already own a workspace, select it to continue to its billing settings. Otherwise name a new organisation and optionally add its GSTIN; the person who creates it becomes the first owner, and the initial General workspace is created with it.
  3. 3Open Settings → Plan & billing. Only an organisation owner can start a plan change; the product sends the browser to secure checkout only after the configured payment service provides a checkout URL.
  4. 4After payment, return to the workspace and check its billing state. The server applies paid seats and limits after a verified provider event, not merely after a bank notification or browser redirect.

Handle a delayed or unclear payment result safely

  • Avoid opening repeated checkout attempts while one payment is still pending; check the workspace billing status first.
  • Keep the order and payment references for the account that started the purchase, but never share card data, UPI PINs, passwords, or OTPs with support.
  • If paid access has not appeared after the payment service confirms it, contact support with the order reference so authorised staff can review recorded reconciliation data.
  • Use the workspace role and billing controls as the source of truth for what the current member can do. Do not rely on a marketing page to infer an entitlement.

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