How you upgrade, assign paid access, or request add-ons depends on your plan type. Learn how to identify your plan and user type.
USM Content
Upgrade an Enterprise plan
To increase the number of Member designations associated with your plan or to purchase additional products or add-ons, submit your request through the Add Licenses form on the Smartsheet website. Your account manager will contact you.
Request Upgrade for Enterprise Plan
Get a Premium Support Package for an Enterprise plan
Enterprise plans include the Standard Support Package. To upgrade to the Premium Support Package, contact your Sales Representative.
Upgrade a Trial, Pro, or Business plan
Request a Smartsheet Add-on or a Member increase in a Trial, Pro, or Business plan:
- On the Navigation Bar on the left of the screen, select Account Icon > Plan & Billing Info.
- Do one of the following to display the Change Your Plan window:
- If you're a trial subscriber, select Upgrade My Account
- If you're an existing subscriber, select Upgrade or Add Licenses/Change Plan
- Select the option for the plan that you want to upgrade to, and then select your payment term.
- To pay with a credit card, select Add Card to display the secured Credit Card screen. Enter your credit card information.
- Select Purchase.
If you don't see the options described here, your account is likely a Bill-to or Invoice account. Fill out the Request a Smartsheet License or Advance Capability form.
Get a Standard Support Package or Premium Support Package for a Business plan
If you have a Business plan, you can upgrade it to include the Standard Support Package or Premium Support Package.
To upgrade to the Premium Support Package:
Contact your Sales Representative
You must be billed on an annual basis.
To upgrade to the Standard Support Package:
- Navigate to Add Licenses/Upgrade in your user menu.
- Choose to upgrade to a Business or Enterprise account.
- If you choose Business, select Next: Edit plan details.
- Change the total number of Members, select monthly or yearly billing, and add a Standard Support Package.
LCM Content
Upgrade an Enterprise plan
To increase the number of licenses associated with your plan or to purchase additional products or add-ons, submit your request through the Add Licenses form on the Smartsheet website. Your account manager will contact you.
Request Upgrade for Enterprise Plan
Get a Premium Support Package for an Enterprise plan
Enterprise plans include the Standard Support Package. To upgrade to the Premium Support Package, contact your Sales Representative.
Upgrade a Trial, Pro, or Business plan
Request a Smartsheet Add-on or a license increase in a Trial, Pro, or Business plan:
- On the Navigation Bar on the left of the screen, select Account Icon > Plan & Billing Info.
- Do one of the following to display the Change Your Plan window:
- If you're a trial subscriber, select Upgrade My Account
- If you're an existing subscriber, select Upgrade or Add Licenses/Change Plan
- Select the option for the plan that you want to upgrade to, and then select your payment term.
- To pay with a credit card, select Add Card to display the secured Credit Card screen. Enter your credit card information.
- Select Purchase.
If you don't see the options described here, your account is likely a Bill-to or Invoice account. Fill out the Request a Smartsheet License or Advance Capability form.
Get a Standard Support Package or Premium Support Package for a Business plan
If you have a Business plan, you can upgrade it to include the Standard Support Package or Premium Support Package.
To upgrade to the Premium Support Package:
Contact your Sales Representative
You must be billed on an annual basis.
To upgrade to the Standard Support Package:
- Navigate to Add Licenses/Upgrade in your user menu.
- Choose to upgrade to a Business or Enterprise account.
- If you choose Business, select Next: Edit plan details.
- Change the total number of licenses, select monthly or yearly billing, and add a Standard Support Package.