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Two screens tell you your plan is in the way, and they are not the same problem. One is a dialog that opens over the page you were on and blocks the one thing you clicked. The other is the Choose your plan screen taking over the window, and it is there on every page you open until the billing behind the workspace is sorted out.
Where
Header→Upgrade
Your role needs
Read access to Plans read-subscriptions. Admin, Member and Viewer have it by default.
To change
update-subscriptions on top of the permission above.
Partner-branded workspaces
Not shown in partner-branded workspaces.
If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.

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The dialog that blocks one action

This dialog does not belong to any one screen. The app watches what the server sends back for a refusal on billing grounds, and puts this in front of you wherever that happens: including on screens with nothing to do with billing. Nothing navigates, the page behind it stays where it was, and the thing you clicked did not happen. The heading says which situation you are in. With no subscription on your account it reads Subscription Required, and the button says View Plans. With one, the heading reads Upgrade Required and the button says Upgrade Now. Both buttons go to the same place, the Choose your plan screen, and under either of them sits the same line: “Cancel anytime. No commitments.” The sentence in the middle can name what you were blocked from, in bold, but only when the refusal carried a name to print. Most limits in the product report which resource you are over without a name the screen can show, so the wording you usually get is the generic one about premium features. Connecting a MercadoLibre account is the exception: that flow hands the dialog the channel’s name. Closing the dialog (the button in its corner, or a click outside it) does only that. It does not retry what you clicked and it does not change your plan or your balance, so whatever was blocked is still blocked.

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The wall that replaces the app

The second screen is not raised by anything you clicked. The app checks two things on every page it draws:
  • your credit allowance comes back as a number at or below zero, or
  • there is a subscription on the account whose billing status is not active, trialing or past due.
Either one, on any page that is not exempt, replaces the sidebar, the breadcrumb and the page you asked for with the Choose your plan screen. Only the header survives. Two things never trip it. An unlimited allowance arrives as no number at all rather than as a zero. And a balance that has not finished loading is not a zero either, so the wall does not flash up while your figures are still on their way in. The exempt pages are a fixed list: the workspace picker, your account’s Profile, Subscription, Billing and Notifications tabs, anything under Company Settings, and the Whitelabel screens. That is how a locked-out owner still reaches billing. The Calendar tab sits in the same account sidebar and is not on the list. What an invited member sees while the wall is up is its own page.
A partner-branded workspace gets the same wall, but where the plan cards would be it offers the partner’s Schedule a Call link instead. Plans there are the partner’s business, not something you pick on this screen.

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Why one blocks everything and the other does not

The wall’s credit test and a credit-costing action’s refusal read the same allowance figure and ask different questions of it. An action is refused once you have spent as much as the allowance grants for the period. Spending does not touch the allowance itself, and the next period starts the count again. So a workspace on a paid plan can be refused every credit-costing action all week and still have the rest of the app. The wall waits for the allowance itself to be zero, which a monthly grant does not become by being spent. It becomes zero when nothing is granting credits any more: a time-boxed trial grant that has reached its expiry date, with no paid plan behind it. That is the usual way a workspace nobody has paid for yet ends up here, and what your trial credits cover and when they stop counting is the page for it. The other way to get the dialog with no wall behind it is a limit on one particular resource: connecting more accounts of a channel than your plan allows, or ordering more domains or mailboxes on PipeLime managed infrastructure than it grants. Those are counted separately from credits, so hitting one blocks that action and leaves the rest of the app alone.

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Getting out

Both roads end on the same screen: the dialog’s button opens Choose your plan, and the wall is that screen. Picking a plan there sends you through checkout. If there is already a subscription on the account, the screen also carries Manage billing in Stripe, which opens the billing portal. Changing plan, buying add-ons or cancelling is its own page.

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Troubleshooting

Expected. It is wired to the app’s requests rather than to any one page, so it opens wherever you happened to be when something was refused: connecting a channel account, ordering a mailbox, or anything that costs credits.
That is the common case, not a broken screen. The dialog names something only when the refusal includes a name to show, and most limits report which resource you are over without one.
The app re-reads your balance on its own every couple of minutes, and re-reads the subscription when you come back from checkout; reloading the page forces both at once. If the wall survives a reload, the account is still failing one of the two tests above: most often a subscription whose status is not active, trialing or past due.

Choose your plan

What put you there, which pages stay open, and what an invited member sees instead.

Free trial credits

Why a workspace nobody has paid for yet can already hit the wall.

Change plan, add-ons or cancel

Where both roads in this page actually lead.