My project says 'Trial' - how do I get my project on my paying account?

Follow

Overview & background

 

If you are in the process of transferring individual paying account to a central paying account, then you may need to manually transfer your project to the centralized paying account. 

 

When to transfer projects to your paying account

 

Your project says "Trial Plan" rather than "Business", "Pro" or "Enterprise" even though you have a paying account. 

Trial_plan.png

 

Note: When a project is transferred to an account, all users on the project will be added to the main account. Ensure the correct people are on the project before transferring project ownership.

 

Step 1: Check your permission levels

 

a) Account status: Belong to the account as an Account User, Account Manager or Account Owner. If this is not the case, you can ask someone in the organization to add you. Account Project Users cannot transfer projects to your account.

Note: You can also ask a colleague (who is already an Account User and belongs to your account) to transfer the project if you have insufficient access levels.

 

b) Project status: Make sure you're a Project Admin. 

 

Tip: Keep in mind that Account User, Account Manager or Account Owner are different from the Project Admin, Project Member or Project Follower.

 

Note: You can view the 'Account' statuses can be viewed from the 'People' tab on the Fieldwire main dashboard (see below). You can view the Project permission statuses can be viewed on the Project 'People' tab (see below).

 

Account People tab

People_tab_web.png

 

Project People tab

People_-_change_to_Admin.png

 

  

Step 2: Be sure the correct project is open

 

Confirm_project_name.png

 

Step 3: Click 'Transfer project' in the upper right of your screen

 

Transfer_to_your_plan.png

 

The project will be covered by your paid Pro, Business or Enterprise account and you will be the project owner.

Have more questions? Submit a request