This guide answers the most common questions about moving from a Personal (Individual) plan to Plaud Team, including what changes, what happens to your data and subscription, and how to set up your team.
Is Plaud Team an upgrade of my Personal plan?
No. Plaud Team gives you a new, separate Team workspace rather than converting your Personal workspace. Your Personal workspace stays intact, and you can switch between the two workspaces at any time. Learn more in What is the difference between Plaud Team and Personal workspace? and What is Plaud Team?
Will my existing recordings move to the Team workspace?
No. Your Personal and Team workspaces are fully separate, and recordings never move between them automatically. All existing recordings stay in your Personal workspace, and only new recordings made while in the Team workspace are saved there. To bring a recording over, export the audio from your Personal workspace and import it into the Team workspace. See How to move a recording from your Personal workspace to a Team workspace for the full steps.
Transcripts, summaries, and custom templates don't transfer between workspaces. Regenerate transcripts and summaries in the Team workspace, and recreate any custom templates.
What happens to my Personal subscription after I join Plaud Team?
Nothing changes. Your Personal subscription (Starter, Pro, or Unlimited) remains independent. Joining a Team workspace does not change, cancel, or merge your individual plan, and your Personal workspace content remains unchanged. Learn more in What is the difference between Plaud Team and Personal workspace?
If you no longer need your Personal subscription after moving your work to Plaud Team, contact support@plaud.ai and our team will help.
Do I need a new device for Plaud Team?
No. You can keep using your current Plaud device. Unbind it from your Personal workspace, then bind it to the Team workspace. See Device management for the steps.
How do I set up my team?
An Admin creates the Team workspace, purchases seats, and invites members by email. Each member accepts the invitation to join with their own account. Learn more:
- Sign up for Plaud Team
- How to add or remove seats in Plaud Team
- Managing Plaud Team membership
- How to join a Plaud Team workspace
If you need to consolidate many accounts or devices at once, contact support@plaud.ai and our team will help.
How do I switch between my Personal and Team workspaces?
You stay signed in to one account and switch workspaces inside the app. See How to switch between Team and Personal workspace.
Who can see my content in the Team workspace?
Your recordings in the Team workspace are private to you by default. You choose what to share with teammates. Learn more in Who can see my content in a Team workspace? and What Members can access in Plaud Team
Can I share Team workspace content with people outside my team?
Sharing in the Team workspace is limited to members of the same workspace. Public links aren't currently supported for Team workspace content. See External recipients can't access shared content
Still have questions?
Submit a request and our support team will get back to you within 24 hours on business days.