A Paid Feature Is Blocked or Shows an Upgrade Prompt
You can tell whether the block is caused by the plan, inactive subscription, or a role requirement.
On this page
Check the active plan and the exact action before asking an Owner to review billing.
Before you start
Role needed: any signed-in member. Ask an Owner if an action is unavailable.
Identify the blocked action
Filtered CSV export, starting a new Physical Inventory Audit, creating a new recurring schedule, and maintenance reminder emails require an active Starter-or-higher subscription.
Check role and active subscription
Some actions also require a role: asset management/import and notification preferences are Owner/Admin; Billing is Owner-only. A paid plan must also show an active subscription.
Continue existing work where supported
On Free, continue an already-started audit or existing recurring schedule, use fixed report viewing and CSV import within limits, and create one-time maintenance. Ask the Owner about any new paid workflow.
Tips
Keep in mind
Troubleshooting
The plan appears correct but the action remains blocked.
Check: Review both subscription status and the signed-in role on the Billing or relevant settings page.
Fix: Ask the Owner to review the current account status and contact OrbitEquip support if the page appears inconsistent.
Still stuck? Contact OrbitEquip support.