When upgrading from a Team plan to an Enterprise plan, we recommend you keep the same Team organization and follow the upgrade path to change it to Enterprise. This way your data (memberships/roles, conversations and projects) and settings will be preserved. If a you create a brand new Enterprise organization, then you'll need to set up everything from scratch.
What's retained (same organization upgrade)
All chat history and conversations
Projects and shared content
User memberships and roles
Seat assignment
During migration, some users may appear as "Unassigned" rather than being automatically mapped to seat tiers. Admins should verify all users have correct seat assignments after the cutover.
For detailed guidance, refer to Purchasing and managing seats on Enterprise plans.
SSO and identity setup timeline
Domain verification (DNS): Allow 24–48 hours for DNS changes to propagate globally, though many changes take effect within 10 minutes.
SCIM provisioning sync: Microsoft Entra ID pushes changes approximately every 40 minutes. Okta syncs more frequently.
For detailed setup instructions, refer to Setting up single sign-on (SSO) and Setting up JIT or SCIM provisioning.
Note: Once you turn on SSO, existing users will be forced to log out and log back in.
Billing and usage configuration
For usage-based Enterprise plans, usage is billed based on actual consumption. For more detailed information, refer to How am I billed for my Enterprise plan?
Provisioning process
On the start date, you'll be provisioned and able to use the new features by the end of the day. After initial setup, Owners and Primary Owners can self-serve additional seats by navigating to Organization settings > Organization and clicking "Manage" under Total seats.