The workspace settings page is where the owner(s) of a workspace can modify the workspace's billing settings, upgrade the workspace to a premium plan, see an overview of all billable collaborators in a workspace, and see the record and attachment usage for each of the bases in the workspace.
Each workspace has a workspace settings page. The workspace settings page is where the owners of a workspace can manage the billing and payment plan for their workspace, as well as see the record and attachment usage for each of the bases in the workspace.
The easiest way to get to a workspace's settings page is by going to your account page. To get to your account page, click the circular face icon in the top right. This will bring up a dropdown menu with several options; select the Account option (which has a little silhouette of a head next to it).
This will bring you to the overview section of your account page. (You can also go directly to https://airtable.com/account.) In the left sidebar, there's a section with the names of all of the workspaces for which you are an owner. Clicking any of the workspace titles will bring you to the settings page for that workspace.
You can also get to a workspace's settings page from the home page by clicking on the dropdown arrow next to the workspace's name, then clicking the Workspace settings option. (Note that the option to go to the workspace settings page will only appear if you are one of the owners of the workspace.)
Once you're at a workspace's settings page, you'll be able to get an overview of all the important billing-related information for your workspace, like what plan your workspace is on, what method of payment you're using, and the collaborators you're being charged for.
You can also rename your workspace by clicking the Rename option next to the workspace title.
To quickly get to the bases in your workspace, click the Go to workspace bases button on the top right.
The Billing plan section of the workspace settings page shows which plan type your workspace is on (Free, Plus, Pro, or Enterprise), the number of billable collaborators, each collaborator's cost per billing cycle (month or year as appropriate), and the total cost per billing cycle (month or year as appropriate).
If one or more of your bases is over the limits for attachment space or record count (or close to reaching the limits), there will be a warning icon. (If you want to find out which bases are exceeding or approaching capacity, you can investigate in the Usage section of the workspace settings page.)
You can also transfer credits to your workspace here by clicking the transfer option, which will bring up the Transfer credit dialog.
To change your workspace's billing plan, click the blue Change billing plan option next to the plan name. You can read a more in-depth guide on how to upgrade/downgrade your workspace plan here.
The payment section of the workspace settings page shows which card you have on file for making payments for that workspace.
If you don't have a method of payment, you can add one by clicking the Add payment details option. This will bring up a dialog in which you can enter your card info.
If you have a card on file, you can update your payment details or remove the card. (Note that you cannot remove a card if you are currently on a paid plan!)
The billable collaborators section shows how many workspace and base collaborators you will be charged for if you upgrade (or that you are currently being charged for, if your workspace is already on a premium plan).
Billable collaborators include all workspace collaborators at the permission levels of owner, creator, editor, or commenter, as well as any base collaborators who have access to at least one base in the given workspace at the permission levels of creator, editor, or commenter.
(Note that the list of billable collaborators does not include any read-only workspace collaborators or base collaborators with just read-only access to one or more bases in the workspace. Read here if you have more questions about who counts as a billable collaborator.)
For billable workspace collaborators, each entry will show the collaborator's name, email address, the words "Workspace collaborators," and their workspace permission level.
For billable base collaborators, each entry will show the collaborator's name, email address, the icons and names for each of the bases to which they have access, and their permission levels for those bases.
You can mouse over the text next to each billable collaborator to see a more in-depth explanation of why they're counted as a billable collaborator.
If you want to add/remove workspace collaborators or change workspace collaborators' permission levels, click the Add or manage workspace collaborators button at the bottom of the list of billable collaborators. This will bring up the workspace share dialog, which you can use to add/remove workspace collaborators or change workspace collaborators' permission levels.
To remove base collaborators from a base or change base collaborators' permission levels, click the blue Manage base collaborators option below a base's name. This will bring you to the base share dialog for that base directly.
The billing history section of the workspace settings page gives an overview of the changes made to your billing plan (upgrades, downgrades, and switches between monthly and annual payment plans), as well as links to your past receipts and invoices.
By clicking the "View invoice" link you can open any prior invoice to view the associated charges. At this time, there isn't a way to customize what information is shown on the invoice. The only way to add additional information to Airtable invoices is to add the information to the upgraded workspace's name, which is always included in the invoice.
As a note, changing a workspace's name will also update all of its past invoices.
The usage section of the workspace settings page tells you how many records and how much attachment space each of the bases in your workspace is using. You can also see how long ago each base had any activity.