Switch a team between Private and Professional in Monta Hub, and learn what you need to clear first — company details, subscriptions, invoices and sponsored charging.
In Monta Hub you can change an account's type between Private and Professional. The type affects how the account is invoiced and taxed and which plans it can use, so the change runs through a dedicated flow with a readiness check. Personal accounts can't be changed.
Where to change the account type
- Go to Accounts and open the account.
- Open the Settings tab.
- Scroll to the Danger Zone and find Change Account Type. It shows the account's current type.
- Select Change Account Type. A dialog opens with a readiness checklist and confirms the change.
The button is disabled for personal accounts — those are locked and can't switch type.
What you need to clear first
The readiness check lists anything blocking the switch. Depending on the direction, you may need to:
- Add company details — to become Professional, the account needs its company name, address and VAT number, because Professional accounts issue VAT invoices in their own name.
- Sort out subscriptions — plans are sold per account type. If the account is on a plan that isn't available for the new type, cancel or switch it first.
- Settle open invoice requests — an open invoice request blocks leaving Professional.
- Resolve sponsored charge points — active sponsored charge points block leaving Private.
- Unpin operator settings — a pinned operator team-settings template blocks the change.
Once every item shows as cleared, you can confirm the change.
Good to know
- Your existing charges, wallet transactions and invoices keep the tax treatment they had at the time — nothing is changed retroactively.
- Paid subscriptions are never cancelled automatically; if one is in the way, the switch is blocked until you resolve it yourself.
- After the switch, the account's default price groups, fees and available modules follow the new account type.