# Plans, seats and the trial

> Pick a plan during the trial, stay within its limits and editor seats, change or cancel it, and learn what a read-only workspace still does.

Source: https://www.speclatch.com/guide/members-settings-billing/plans-and-seats
Who: Admin. Plan: Every plan.
Last verified: 2026-11-11

Every new workspace starts with a 30-day trial. To keep editing after it ends, pick a plan on **Billing**. This guide explains what a plan limits, then chooses, changes and cancels one. Prices and the full comparison are on [Pricing](/pricing), and trial questions on the [FAQ](/faq).

## What a plan limits

Each plan sets what the workspace can hold: records, editor seats, document templates, file storage and API keys. Records count every table's records, except those in the trash. Catalogs, the portal, translations, AI assists and the Read API start at the Growth plan. The *Usage* section of **Billing** shows each limit against what you use.

At a limit, nothing is deleted. Only adding more stops, and the message names the limit. At the record limit, a new record, a duplicate, a paste, an import or a restore from the trash is refused, and an import's dry run warns first. At the storage limit, deleting unused documents frees space at once.

Record history is the exception: it reaches back 30 days on Starter and a year on Growth, and a larger plan shows the older changes again.

## Who takes an editor seat

Every role except Viewer takes an editor seat, Admin included. Viewer members are free, so give that role to everyone who only looks things up, up to 20 members per workspace. Starter includes 2 seats, Growth 5 and Professional 15, and **Members** shows how many are in use.

When every seat is taken, a Viewer can't be given another role, and an administrator you invite joins as a Viewer. To free a seat, make a member a Viewer or remove them. Nobody loses a role to fit a plan, so a workspace over its seat count keeps its editors but can't add one.

## The trial, and what read-only means

The trial has the Growth plan's features and limits. In its last seven days a banner counts down for every member, and each Admin gets an email 7 days and 1 day before the end.

Without a plan by then, the workspace turns read-only, and nothing is deleted:

- Members still sign in, browse records and download documents and files, and an Admin can still [export everything](/guide/import-export/export-everything).
- Nothing can be changed: no edits, imports, uploads, comments or new spec sheets.
- The portal shows *This catalog is currently unavailable*, and API keys stop answering.

Choosing a plan turns editing back on. The same happens when a paid subscription ends.

## Before you start

You need the Admin role.

## Choose a plan

1. Open Settings, then **Billing**.
2. Under *Plan*, click **Monthly** or **Annual**.
3. On the plan you want, click its button, such as **Choose Growth**.
4. Finish on Stripe's checkout page.

Back on **Billing**, a green line confirms the subscription. Trial days you haven't used carry over, so billing starts when the trial would have ended.

A card marked *Too small for this workspace* names what doesn't fit. Trim the data or pick a larger plan.

> **The plan applies at once.** A plan's limits apply as soon as you subscribe, even with trial days left. Choose Starter on day 10, and the portal, catalogs and Read API stop that day.

## Change or cancel the plan

Once you subscribe, the other cards offer a switch. A larger plan applies at once, and the card on file pays the prorated difference for the rest of the period. A smaller plan starts when the paid period ends, with no refund, and its card reads *Scheduled* until then.

1. On **Billing**, click **Monthly** or **Annual**.
2. On the plan you want, click its button, such as **Switch to Professional…**.
3. In the dialog, click **Switch and pay the difference** or **Switch on** followed by the date.

To update the card, read invoices or cancel, click **Manage billing**, which opens the Stripe billing portal. If a cancellation waits for the end of the paid period, the Billing page gives that date. Once the subscription ends, the button reads **Past invoices**.