Why is everything locked after sign-up?
Pages are dimmed or locked when your account has no active plan, or when a module isn't in your plan.
Opttab starts tracking only once a plan is active. Until then, app pages are dimmed behind a plan card.
No plan yet, or your plan ended
| What you see | What it means | What to do |
|---|---|---|
| "Choose a plan to get started" | You finished onboarding but haven't started a plan. | Pick a plan and add your card. |
| "Choose a plan to continue" | Your plan ended or was suspended. Your workspaces, prompts and history are kept. | Choose a plan to pick up where you left off. |
| "Your account has no active plan" | You're a member, so you can't choose the plan. | Ask your account owner to choose a plan. |
Settings › Billing stays open, so the owner can check invoices and billing details. Only the owner can pay. See Who can change the plan?.
One module is locked
If a single page says "… is not in your plan", your plan is active but doesn't include that module. For example, Chat and the Agent are available on Enterprise plans. The page names the plan that includes it. The owner can upgrade in Settings › Billing.
Just paid?
If the checkout page says "Your payment is still being processed…", keep it open and click Check again after a moment. If the payment failed, click Pay again.