Activate plans and manage license keys on self-hosted Plane

Plans and licenses

0:02Self-hosted Plane starts every workspace on the Free plan. A license key turns on a paid plan.

0:10A Pro or Business key turns on one workspace. An Enterprise Grid key covers every workspace on the instance.

0:19You'll activate both kinds of key, read your seats and the license sync, and move a key to a new server. Let's take a closer look.

The plans on your instance

0:32Free needs no key. It covers 12 people in each workspace, guests and pending invitations included. A self-hosted instance has no trial.

0:44Past 12, a Free workspace locks until you activate a plan or remove people. Only its Billing and plans page and its Members page stay open.

0:54You buy Pro and Business one workspace at a time, and the others stay on Free. Pro adds work item types, and Business adds recurring work items.

1:05Enterprise Grid is one key for the whole instance. It covers every workspace, including ones created later, and adds instance-wide features such as LDAP.

1:17Keys come from prime.plane.so, Plane's customer portal. Buy Pro or Business there for 10 seats or more, and the key arrives by email.

1:28Enterprise Grid comes through sales. Either way, the Licenses page lists each license with its plan, status, and seats. Open one to copy its key.

Activate a workspace plan

1:44A workspace admin activates Pro or Business from the workspace itself. Open Workspace settings, then Billing and plans.

1:53On Free, the page shows the Activate Workspace card. Paste the key and choose Activate.

2:02The portal binds the key to this workspace on this instance, so the same key can't turn on a second workspace.

2:10The page now shows the plan and its seats, and a License card with the bound workspace and the last sync.

2:18Owners, admins, and members each use a seat, and a pending invitation holds one until it's accepted. Each seat also covers five guests.

2:28At activation, the portal counts members the same way. If they need more seats than the key has, a card-paid license adds and bills them. A license billed by invoice fails instead.

2:41Invitations stop when the seats run out. To add seats, choose Manage seats, set how many, and confirm the charge on the next step.

2:51Plan and seat changes reach the instance through the license sync. It runs every 30 minutes and needs outbound HTTPS to prime.plane.so.

3:02Choose Sync on the License card to sync right away, for example after you add seats on the portal.

3:09If the instance can't reach the portal, the plan keeps working for up to seven days after the last good sync.

3:17After two hours without a sync, the page shows License sync failed, with the date the plan ends. Then the workspace drops to Free until a sync gets through.

Activate Enterprise Grid and manage keys

3:33Enterprise Grid syncs the same way, but you activate it for the whole instance. As an instance admin, open God mode, at your domain /god-mode, then Billing.

3:46On Enterprise Grid, every active user account on the instance uses a seat, guests included. A person in several workspaces counts once.

3:57In the Activate Enterprise card, paste the key and choose Activate. If the key has fewer seats than the instance has users, activation fails.

4:08The key covers every workspace on the instance. Activation releases any Pro or Business key there, and its workspace moves under Enterprise Grid.

4:19Each workspace's Billing and plans page now says that instance admins manage the license, its seats, and its sync.

4:27To release a key, open the menu on the License card and choose Unlink license key. It's the same in a workspace and in God mode.

4:37The plan's features stop right away, and the workspaces it covered move to Free. Your data stays, and unlinking doesn't cancel the subscription.

4:49To move Plane to a new server, unlink the key on the old one first. Then install and restore Plane on the new server, and activate the same key there.

5:00If the old server is already gone, open the license on the portal and choose Delink license instead.

5:08Moving to a new domain on the same server needs no unlink. The instance keeps its ID, and its keys stay bound to it.

Recap

5:18Every workspace starts on Free. A Pro or Business key turns on one workspace, an Enterprise Grid key covers the whole instance, and each one syncs with the portal every 30 minutes.