In simple words
Upgrade is part of Workspace. Change plan any time. This guide takes you through it in 3 short steps.
Where it fits in your work — Oversee. Follow every panel's live numbers, the audit log, usage against your plan and security.
Before you start
- You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
- What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
- Upgrade belongs to Billing in Workspace. Change plan any time.
Step by step
- 1
Step 1
Open Workspace
Sign in to your company's Workspace. You see only what your role allows.
- 2
Step 2
Open “Upgrade to unlock this panel”
In the left menu of Workspace, open the page called “Upgrade to unlock this panel” (some pages sit inside a menu group — click the group to expand it). This panel isn't included in your Free plan. Upgrade your plan to start using it — your other panels and data are unaffected.
- 3
Step 3
Done
Change plan any time.
Tips
- If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.
Quick recap
Open Workspace → Open “Upgrade to unlock this panel” → Done
What it connects to
AI Intelligence
Ask questions across all of the data the Workspace oversees.
Help & Support
Help and requests to the product team, from inside the Workspace.
Client & Student Portal
Decide who outside your company gets a portal, and see their activity.
Why use Workspace
Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.
- See the whole company on one screen instead of opening ten tools
- Control who can see and do what, down to a single action
- Automate follow-ups across every panel without developers
- One audit log and one place for billing, brand and security
Who uses Workspace
Founders & owners
Watch the whole company on one dashboard and control access, billing and brand.
Administrators
Invite people, assign roles, import data and switch panels on or off.
Managers
Open any panel's analytics with date, department and owner filters.
Everyone
Get one notification inbox and one place to manage their own sessions and devices.
More in Billing
FAQs
Common questions.
About Upgrade and Workspace.
I cannot see Upgrade in the menu.
Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to Workspace.
Can I do this on my phone?
Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.
Does this cost extra?
No. Upgrade comes with the Workspace panel, and every panel is included in every plan.
What is SelfRun AI?
SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.
Do I need to use every module?
No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.
Is there a free plan?
Yes. The Free plan is free forever for one person and includes every panel and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.