Billing and plans

Every plan is bought for a workspace. There is one subscription per workspace, an admin of that workspace buys it, and it entitles that workspace and nothing else. That is true of Pro and of Enterprise alike.

This page said something different until 2026-09-11, and it is worth knowing what it said, because the old model is still how most people expect billing to work. It said Pro was "bought by a person, on their own account" and Enterprise was turned on for a workspace, so the two were separate billing objects. Plans are no longer sold to a person. If you are looking for the plan on your own account, there is not one.

What follows from that, and it is the thing people get caught by: a plan on one workspace does nothing for another. If you administer several, each one you want entitled needs its own plan, and the plan has to be on the workspace where the work happens.

What each plan actually unlocks is in Plans and what is gated. This page is how to operate them.

Buy a plan for a workspace

Open Settings, then Plan. Pick monthly or yearly, then Upgrade to Pro or Upgrade to Enterprise. Both buy for the workspace you are currently in.

There is no workspace picker, on either plan. The purchase is always for the workspace you are standing in, so if you want to buy for a different one, switch into it first.

Only a workspace admin can buy. If you are not an admin of the workspace you are in, the card says so instead of offering a button: ask an admin of it to buy. That is true of Pro and of Enterprise alike.

The checkout asks for two numbers, not one: how many creator seats and how many viewer seats the workspace needs. Those two plus the plan and the period are what you are buying, and they arrive at the payment provider as a single price rather than as a line per seat. You can change either count afterwards without buying again.

Checkout is hosted by Polar, our payment provider and merchant of record, so card details are entered on Polar's page and never on ours.

When you come back you will see:

Checkout complete. Your plan updates within a minute.

That delay is real. Entitlement is applied when Polar's webhook reaches us rather than when the browser returns, so give it a moment and reload before concluding something went wrong.

The first workspace you create gets a 14-day Pro trial with no card, and you get that once: it is granted when the workspace is created, and creating a second workspace does not grant a second trial. A trial counts as paid everywhere, so it exercises the whole product, and when it ends the workspace drops to Free. It is the workspace that is on trial, not you.

What dropping to Free does, because it is not nothing. Your dashboards keep serving at the same URLs and nothing about them is reconfigured. A dashboard that reads a warehouse keeps its data with Dashies rather than inside the file, and that stored data can be removed once the plan has ended. The notice is what settles it, not this page: you are told before anything is removed and the notice names the date, so if you have not had that notice nothing has gone. A dashboard built on the data Dashies provides is unaffected either way, because on a free plan it carries its numbers inside the page. What a lapsed plan actually does is the fuller account.

Cancel a plan, or change your mind

Cancelling happens inside Dashies, on either surface that shows the plan: Settings, then Plan, or the full Plan page behind View all plans. Both draw the same control from the same record, so they cannot tell you two different things.

Cancelling takes effect at the end of the period you have paid for, never immediately. Cancel plan asks you to confirm, and the confirmation says what you keep: the plan stays active until the period closes, and every creator and viewer seat goes on working until then. Once it is set to end, the same place names your plan and the date it ends on, in your own locale's format.

You can take it back. While the plan is set to end, the control becomes Resume plan, and it restores the subscription with no new checkout and no new card entry. There is nothing to buy again.

Only a workspace admin sees either control, and only while the plan is live. A workspace on its free trial does not have one, because there is no subscription behind a trial to end.

Cancelling stops the entitlement, not the data. See what a lapsed plan actually does, which is less dramatic than most people expect.

Invoices

A workspace's payments are listed in Settings, then Plan, newest first. Each row carries its date, the amount, and a Download control that fetches the PDF, plus what the payment was for and its invoice number where the payment provider gives us those. The list shows the most recent payments rather than the complete history: a workspace with a very long run of monthly invoices will not see the oldest ones here.

Only a workspace admin sees the list, because only an admin can read the workspace's billing record at all.

The list stays after a plan ends. Cancelling does not remove the invoices for the periods you paid for.

A download link is fetched when you press the button and is good for about ten minutes, so there is nothing to bookmark. Press it again whenever you need the file. It is a signed link the payment provider mints on the spot and never a URL we store.

What the Polar portal is still for

One thing: your payment method. The Update payment method button opens Polar's customer portal on its Billing tab, where a card is added, replaced, or made the default. That is on Polar's page rather than ours because card details are entered with Polar's own payment form, which we cannot host.

Everything else is in Dashies. Cancelling, resuming, changing seat counts and downloading invoices are all on the surfaces above.

The portal's own navigation still offers to cancel a plan and to change one. Use the surfaces above instead, because they are the ones we build and test: the control, the confirmation that tells you what you keep, and the date shown back to you afterwards are all here.

Cancelling from the portal does not lose you anything, and an earlier version of this page said it did. It said the change "is not applied in Dashies, so you would be billed for something the workspace is not entitled to". That is wrong about cancelling: a cancel made there reaches us the same way one made here does, your plan stays active until the end of the period you paid for, and this page shows that date. We would rather you used our control, and we would rather not have told you your money was at risk when it was not.

The two seat pools

A paid workspace holds two seat counts, bought separately and priced differently: creator seats and viewer seats. A creator is anyone who builds dashboards or connects data, which in a workspace is the Admin and Creator roles; someone who only needs to read takes a viewer seat, at its own lower price. See Seats for what each kind can do.

Both counts belong to the workspace, not to a person. You pick them when you buy, and you can change either one afterwards without buying again.

Adding and reducing seats

Open the workspace's Members section. Each pool has a row showing how many of its seats are in use and how many the workspace has bought, with a control to raise that count and, when there are spare seats, one to lower it.

• Both controls are closed until you open them, so reading the page costs nothing.
• Opening one quotes the change before you confirm it: what it costs for the rest of the current period, and what the workspace pays from the next renewal, named as a monthly or a yearly figure rather than as "per period".
• Adding seats is charged when you confirm, prorated for the rest of the current period. Reducing them is credited on your next invoice, not refunded to your card. The two directions are not mirror images, and the quote says which one you are looking at.
• A reduction cannot go below the seats currently in use. Free a seat by changing someone's role first.
• Both are workspace admin only, and both need a live paid plan. On a free or trialing workspace the row says so rather than offering a dead button.

A change is applied at the payment provider and then read back, so the number on the page catches up a moment after you confirm rather than instantly.

If you need a team member entitled, the plan has to be on the workspace they work in, and the workspace needs a seat of the right kind free for them. Adding someone to a paid workspace entitles them in that workspace and nowhere else: it does not make the dashboards in another workspace refresh, and there is no personal plan for it to raise. Effective tier is the plan of the place you are working in, not the best plan you can reach from it.

What Enterprise adds

This heading read "Enterprise on a workspace" until 2026-09-12, and its own first sentence was already the reason to change it. Every plan is on a workspace, so "on a workspace" says nothing that separates Enterprise from Pro. What separates it is what it unlocks, and that is what this section is about. Everything about BUYING and CANCELLING a plan is the same for both and is above, once, rather than twice.

The Security section is the visible part, where SSO, domain verification and SCIM are configured. It is not the whole of it, and this page deliberately does not keep a second copy of the list: Plans and what is gated has it, including the capabilities that are declared per dashboard rather than configured in a pane.

Buying it is the same as buying Pro, from Buy a plan for a workspace: same page, same checkout, same admin-only rule, bought for the workspace you are standing in. It is self-serve, and one subscription covers one workspace.

Ending it is the same as ending Pro, from Cancel a plan, or change your mind. There is no separate route and no separate control. What is worth knowing is Enterprise-specific rather than procedural: the workspace keeps everything Enterprise unlocks until the period it has paid for closes, and until then the plan can be resumed. When it does end, the workspace, its members and its dashboards are untouched; what goes away is the entitlement. If SSO is connected, the end of an Enterprise plan does not disconnect it and your users' sign-in path is unaffected, but the screens you would use to change any of it stop being reachable.

How to move a workspace from Pro to Enterprise: cancel, then buy. A workspace that is already PAYING cannot buy a second plan, so the checkout refuses and says so. A workspace on its free trial is not paying for this purpose and buys normally, which is the usual way a trial becomes a subscription.

Buying for one workspace does not touch any other workspace's plan. Each workspace has its own subscription and each keeps billing until somebody cancels it, so if you administer several, upgrading one leaves the rest exactly as they were.

This page used to say something else here, and the difference matters to your bill. It said "Pro is billed to your account and Enterprise to the workspace, so they are two subscriptions", which described a model we have retired. There is no account-level subscription running alongside a workspace one, so cancelling a workspace's plan leaves no account-level charge of yours behind. Any OTHER workspace you administer keeps its own plan and bills until somebody cancels that one too.

Buy and change plans here rather than from the payment provider's own portal. Switching plans there is not a route we support or test, which is a statement about us rather than about the portal: it lists plans, and we have not built or checked what happens to a workspace when one is switched from outside Dashies.

Note what "self-serve" does NOT mean: no button anywhere grants the plan. Two used to - Upgrade to Enterprise in the old workspace pane and Activate Enterprise on the Plan page - and both turned Enterprise on without taking payment. Both are gone, and the plan now changes only after a payment goes through.

Set the workspace's email domain when you create it if you already know you want SSO. It is the domain you will later verify, and it is the one field that is awkward to add afterwards. Workspace creation itself is unchanged and still self-serve.

Commercial terms for Enterprise are on the pricing page rather than here, so that a price quoted in the docs cannot go stale.

Check it worked

1. The plan chip updated. Open Settings, then Plan. The line reading "Current plan:" should name the plan you just bought. For a fresh checkout, reload once before judging: entitlement lands on a webhook, not on the redirect.
2. For Enterprise, the Security section appeared. Switch into the workspace and look for its Security section. If it still says Enterprise is required, Enterprise is not on the workspace yet.
3. For a paid plan, refresh is actually unlocked. Ask your AI to set a dashboard to refresh daily. On a free plan this is refused with "a paid plan is required to schedule automatic refresh"; on a paid one it is accepted. That is a stronger check than the plan chip, because it exercises the gate rather than the label.
4. After cancelling, confirm the date and that nothing was deleted. The plan surface should now read "Your plan ends on" with a date, and offer to resume it. Open a dashboard URL: it should still serve, with its last good numbers.