Create or edit a plan

The plan catalog, a plan's basics and the features it unlocks.

In short

Plans are cards in the admin console: each has a name, a price, the features it unlocks and its limits. A site admin creates and edits them; features and limits are data, so a new module joins a plan without code.

Before you start

• Who: only a site admin. The Admin console is in the avatar menu of a site admin and nowhere else.
• Plan: on a private installation, a plan the license names cannot be deleted or re-keyed.
• First: decide the stable key; it cannot change after creation.

Create or edit a plan

1. Open "Admin console" › "Plans". Plans appear cheapest first.
2. Press "New plan", give it a "Name", a "Stable key" and a "Monthly price", and press "Create plan". It opens switched off, so nobody sees it yet. To change a plan, press "Edit plan" on its row.
3. On "Details", set the price, the billing and the "Active", "Offered for sale" and "Default plan" switches.
4. On "Features", tick what the plan unlocks. "Find a feature" searches them all; "Select all" and "Clear" act on a whole product.
5. On "Limits", set its limits (see Set plan limits and temporary limits). Changes save themselves as you make them.

Details

• "Name" is what customers see. "Stable key" is what the API uses and cannot change after creation.
• A monthly price of 0 makes a free plan; a plan made for organizations with no price is sold by talking to someone, so the list says "Custom".
• "Active": the plan can be assigned. "Default plan": used for anyone without an assignment; switching it on forces Active on.

Good to know

• Anything unticked is not part of the plan: workspaces on it can still view, export and delete what they made there, but cannot add to it.
• "Delete plan", in the row's "Actions for" menu, is offered only for plans that are not the default. Anyone on a deleted plan falls back to the default plan.
• "Limits people ran into" shows what was refused over the last 30 days - a hint of what to raise.

If something goes wrong

• "A plan with this key already exists.": choose another stable key.
• "The default plan cannot be deleted." / "Choose another default plan before removing the current default."
• "Move subscribed users/organizations to another plan before deleting it."
• On a private installation: "The license in place names this plan" - that plan cannot be deleted, switched off or given another key.

Related

• /help/settings/admin-plan-limits
• /help/settings/admin-feature-access
• /help/settings/plans-and-subscription