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Troubleshooting

New Audit, Recurrence, or CSV Export Is Locked

You identify whether the blocked action needs an active Starter-or-higher subscription or a different role.

IntermediateAbout 4 minReviewed Oct 3, 2026
Any signed-in memberActive Starter plan or higher
On this page

Check the paid capability, active subscription, and Owner billing path for a blocked action.

Before you start

Role needed: any signed-in member. Ask an Owner if an action is unavailable.

Plan needed: An active Starter plan or higher is required for this task. Existing records may remain available after a downgrade; see the plan guide for details.

1

Identify the action

CSV export, starting a new Physical Inventory Audit, creating a new recurring-maintenance schedule, and maintenance reminder emails require active Starter or higher.

The isolated Free-plan example shows the actual new-audit plan gate; no audit was started.
2

Check whether existing work can continue

Free can view reports, import CSV within limits, use one-time maintenance, continue an audit already started, and operate recurring schedules that already exist.

The crop focuses on report selection and filters. Report rows are not included.
3

Ask the Owner to review Billing

Only the Owner manages billing. Ask them to open Billing and review both the plan name and subscription status before retrying the paid action.

Example Free-plan billing page and current plan cards. No billing action was selected.

Tips

Keep in mind

Troubleshooting

The Owner confirms an active paid subscription but the feature is still locked.

Check: Refresh the page and check the Billing status again.

Fix: Contact OrbitEquip support with the page and action that remains locked.

Still stuck? Contact OrbitEquip support.