Converting User Types

Overview

You can convert an existing user between the two Astalty user types yourself - switching a Standard User to a Support Worker, or a Support Worker back to a Standard User. This is a self-service action, so there's no need to contact support to change a user's type.

Before you confirm a conversion, Astalty shows any billing adjustment for the current period. Depending on your subscription and billed user seats, the preview can show an immediate charge, a future charge, a credit, or no payment.

Converting a User

You can start a conversion from a user's profile. Head to the Users menu and select the team member you want to convert.

From their Profile tab, click the Actions button in the top right. Depending on the user's current type, you'll see either Convert to Support Worker or Convert to Standard User.

For example, converting a Standard User (Team Member) to a Support Worker:

Or converting a Support Worker back to a Standard User:

Confirming the Pro-Rata Charge or Credit

After selecting the conversion, review the subscription preview in the confirmation dialog. It shows whether the change creates an immediate charge, a charge due later, a credit, or no payment. Check the amount and any due date, then select Confirm to complete the change.

Updating the Role After Converting

• Converting a Support Worker to a Standard User assigns the Team Member role.
• Converting a Standard User to a Support Worker assigns the Support Worker role.

Astalty removes any permission changes the new user type cannot use, so review the user's role and Permissions tab afterwards, see Updating Roles and Permissions.