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This section covers the workspace-level settings that sit behind your board: your plan and billing, the teammates you invite and what they can do, how Sleekplan handles your end users and their accounts, the emails it sends, and the security and compliance controls that protect it all.

Billing

Billing, plans, and your subscription

Understand your free trial, then upgrade, downgrade, or cancel your plan and manage payment details.

Add-ons

Extend your plan with extra seats, emails, popups, announcements, SAML SSO, and Intelligence credits.

Team

Invite teammates

Add colleagues to your workspace so they can triage feedback, publish updates, and manage your board.

Team roles and permissions

Control what people can do with the Owner, Admin, and Member roles.

Accounts

How your customers exist in Sleekplan, and how to group them.

How Sleekplan handles end-user accounts

Understand the difference between admin accounts and the end users who belong only to your workspace.

Set up user segments

Group customers into saved audiences, then use them to filter feedback, target popups, and gate categories.

Email

Emails Sleekplan sends to your users

Every email your end users can receive, who gets each one, and how Sleekplan delivers them reliably.

Security

Enable two-factor authentication

Add a second layer of security to your account with an authenticator app and a recovery key.

How Sleekplan complies with GDPR

What data we process, where it is stored, who our sub-processors are, and how we help you meet your obligations.