[No QA] Remove Individual Workspace references from help pages

[MelvinBot]

Summary

Removes references to Individual Workspaces from 6 ExpensifyHelp pages as part of the migration of paid personal plan users to Collect workspaces (Expensify/Expensify#588858).

Changes by file:

Change-Plan-Or-Subscription

• Removed the "Change a Subscription on an Individual Plan" section (web & mobile instructions, upgrade to Group)
• Removed the "Downgrading to a Free Account from an Individual Plan" section
• Simplified plan list to Collect, Control, and Free

Create-a-workspace-for-yourself

• Removed "Individual vs. Group Workspaces" comparison section
• Removed "Set Up Your Individual Workspace" steps and related note
• Simplified intro to focus on workspace creation without Individual/Group distinction
• Simplified "Create a Group Workspace" to just "Create a Workspace"
• Updated FAQ: "Is the Individual workspace free?" to "Can I use Expensify for free?"
• Updated FAQ: "Can I create a Group workspace..." to "Can I create a workspace..."

Expense-Types

• Changed "View expenses for a specific Group or Individual Workspace" to "View expenses for a specific workspace"

Expense-Settings (Expense Rules)

• Simplified intro to remove "individual workspace or...group workspace" distinction

Navigate-multiple-workspaces

• Simplified intro from "whether an individual workspace and a group workspace or multiple group workspaces" to just "multiple workspaces"

Personal-and-Corporate-Karma

• Updated Personal Karma setup path from "Settings > Workspace > Individual" to "Settings > Workspace > [Your Workspace Name] > Subscription"
• Removed Individual workspace screenshot reference
• Fixed Sign in URL to include https:// protocol on both occurrences

Related Issues

Expensify/Expensify#588858

Test plan

• Verify each updated article renders correctly on the help site
• Confirm no remaining references to "Individual Workspace" or "Individual Plan" in the updated files
• Verify no broken markdown links

[OSBotify]

A preview of your ExpensifyHelp changes have been deployed to https://68fc8ba6.helpdot.pages.dev ⚡️

Updated articles:

• articles/expensify-classic/expenses/Expense-Types
• articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription
• articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma
• articles/expensify-classic/getting-started/Create-a-workspace-for-yourself
• articles/expensify-classic/workspaces/Expense-Settings
• articles/expensify-classic/workspaces/Navigate-multiple-workspaces
• articles/new-expensify/settings/Personal-Karma

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[github-actions]

HelpDot Documentation Review

Overall Assessment

This PR systematically removes references to Individual Workspaces across 6 Expensify Classic help pages, aligning documentation with the migration of paid personal plan users to Collect workspaces. The changes are well-scoped and consistently applied. The net result is 16 additions and 70 deletions -- the documentation becomes noticeably simpler and easier to follow. The PR also includes a welcome bug fix (adding https:// to bare www.expensify.com links in the Karma article).

Scores Summary

• Readability: 9/10 - The proposed changes improve clarity across every file. Removing the Individual vs. Group distinction eliminates a concept that no longer exists, making instructions more direct. The simplified FAQ headings in Create-a-workspace-for-yourself.md ("Can I use Expensify for free?" and "Can I create a workspace to use just for myself?") are more natural and user-friendly than the originals.
• AI Readiness: 8/10 - The changes remove outdated terminology that would confuse AI retrieval systems. Updated navigation paths (e.g., Settings > Workspace > [Your Workspace Name] > Subscription) provide clear, actionable context. One minor gap: the removal of the image reference in the Karma article reduces visual context, though this is justified since the screenshot depicted a now-removed Individual workspace UI. No YAML metadata changes were needed or made, and the existing metadata is adequate.
• Style Compliance: 8/10 - Changes follow Expensify documentation conventions: lowercase "workspace" for generic references, proper bold formatting for UI elements, and correct markdown structure. The simplified intro in Change-Plan-Or-Subscription.md correctly updates the plan list to "Collect, Control, and Free" (removing Track and Submit). FAQ answers are concise and direct.

Key Findings

Positive aspects:

• Consistent removal of the Individual/Group workspace distinction across all 6 files -- no half-measures
• The Change-Plan-Or-Subscription.md cleanup is substantial (removing 38 lines of now-irrelevant Individual Plan sections) and leaves a cleaner, more focused article
• The Create-a-workspace-for-yourself.md workspace creation steps are reduced from a confusing two-path flow (Individual setup + Group creation) to a single, clean 3-step process
• Bug fix: the bare www.expensify.com links in Personal-and-Corporate-Karma.md are corrected to https://www.expensify.com (both Personal Karma and Corporate Karma sections), which fixes what would have been broken markdown links

Items to note (unchanged portions outside the diff scope, flagged for awareness only):

• Change-Plan-Or-Subscription.md still contains multiple "Group Workspace" and "Group tab" references in its unchanged sections (e.g., "Settings > Workspaces > Group > [Your Group Workspace]", the FAQ about "Group Workspace" members). These may warrant a follow-up pass
• Personal-and-Corporate-Karma.md Corporate Karma section still references "group workspace settings" and "Settings > Workspace > Group" in unchanged lines -- consistent cleanup may be desired in a subsequent PR
• Expense-Settings.md line 48 still says "If your Group Workspace integrates with..." and line 133 mentions "group (paid) workspaces" -- both unchanged but potentially worth addressing for full consistency
• Navigate-multiple-workspaces.md still references "Click the Group tab on the left" in unchanged step instructions

One issue within the diff:

• In Change-Plan-Or-Subscription.md, the new intro line removes "Track" and "Submit" from the plan list (now "Collect, Control, and Free"). If Track and Submit plans genuinely no longer exist, this is correct. If they still exist but are simply not tied to Individual Workspaces, the removal may be premature. The PR author should confirm this aligns with the product migration scope.

Recommendations

1. Confirm plan list accuracy: Verify that removing "Track" and "Submit" from the plans listed in Change-Plan-Or-Subscription.md is intentional and matches the current product state (not just the Individual Workspace removal)
2. Consider a follow-up PR for remaining "Group Workspace" / "Group tab" references in unchanged sections of these same files, since those terms may also become outdated as the Individual/Group distinction is fully retired
3. No blockers identified: All proposed changes are clean, accurate relative to the stated goal, and improve the documentation

Files Reviewed

File	Status
docs/articles/expensify-classic/expenses/Expense-Types.md	Clean -- simple terminology fix (1 line)
docs/articles/expensify-classic/expensify-billing/Change-Plan-Or-Subscription.md	Largest change -- removed 2 full sections, simplified intro. Verify plan list accuracy.
docs/articles/expensify-classic/expensify-billing/Personal-and-Corporate-Karma.md	Clean -- updated nav paths, fixed bare URLs, removed stale screenshot reference
docs/articles/expensify-classic/getting-started/Create-a-workspace-for-yourself.md	Clean -- consolidated workspace creation flow, improved FAQ headings
docs/articles/expensify-classic/workspaces/Expense-Settings.md	Clean -- simple terminology fix (1 line)
docs/articles/expensify-classic/workspaces/Navigate-multiple-workspaces.md	Clean -- simple terminology fix (1 line)

This review assessed only the proposed changes (diff). Residual references in unchanged portions of the files are noted for awareness but not scored against this PR.

[garrettmknight]

@MelvinBot please review the comments and update your PR.

[garrettmknight]

I think we need to create a new help page for this one. We're changing Personal Karma to only be downgraded via New Expensify. Users will be able do enable/disable in Settings > Save the World > Personal Karma. That's being implemented here: https://github.com/Expensify/Expensify/issues/601130

[garrettmknight]

Then we'll want to link that help page here.

[MelvinBot]

Created a new help page at docs/articles/new-expensify/settings/Personal-Karma.md documenting the New Expensify path (Settings > Save the World > Personal Karma) for enabling/disabling Personal Karma.

Updated the classic article's "Setting Up Personal Karma Donations" section to link to the new page instead of showing the old workspace setup instructions.

[MelvinBot]

Done — the classic article now links to the new help page at articles/new-expensify/settings/Personal-Karma.

[garrettmknight]

LGTM!

[garrettmknight]

@stephanieelliott I think this is ready to go!

[stephanieelliott]

Suggested change

[stephanieelliott]

Thanks @garrettmknight! Looking good - I requested a few changes, we were still referencing Group in a lot of the navigation paths. Also, I went ahead and updated the new article directly.

[garrettmknight]

Thanks @stephanieelliott - changes committed, ready for another review.

[stephanieelliott]

Approved! Not sure if these changes are all live so will not merge just in case. @garrettmknight you (or anyone) should be able to merge this whenever you are ready!

[garrettmknight]

Merging, we're migrating the rest of the users today!

[OSBotify]

🚀 Deployed to staging by https://github.com/garrettmknight in version: 9.3.40-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	failure ❌
🍎 iOS 🍎	success ✅

[OSBotify]

🚀 Deployed to staging by https://github.com/garrettmknight in version: 9.3.40-0 🚀

platform	result
🕸 web 🕸	success ✅
🤖 android 🤖	success ✅
🍎 iOS 🍎	success ✅