Applies to
- Pro
- Business
- Enterprise
Capabilities
Who can use this capability
- Owner
- System Admin
Upgrade or add licenses to your Smartsheet plan
How you upgrade, add licenses, or request add-ons will depend on your plan type.
Find your plan and user type.
Who can use this?
Plans:
- Pro
- Business
- Enterprise
Permissions:
- Owner
- System Admin
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model. If you're unsure about your model type, learn how to determine the model your plan is on.
Upgrade an Enterprise plan
To increase the number of licenses (Legacy Collaborator Model) or Member designations (User Subscription Model) 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 (Legacy Collaborator Model) / Member (User Subscription Model) 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 are a trial subscriber, select Upgrade My Account.
-or-
If you are 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, it's likely that your account is a Bill To or Invoice account. Fill out 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 (Legacy Collaborator Model) or Members (User Subscription Model), select monthly or yearly billing, and add a Standard Support Package.