---
title: Billing and plans
description: Subscribe, cancel at the end of the period or resume, change a workspace's creator and viewer seat counts, download invoices, and turn Enterprise on.
updated: 2026-09-17
---

**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](/concepts/plans-and-gating). 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](/concepts/plans-and-gating#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](/concepts/plans-and-gating#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](/concepts/plans-and-gating#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](/concepts/plans-and-gating#the-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](/concepts/plans-and-gating) 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](#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](#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](https://dashies.ai/pricing) 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.