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2 changes: 1 addition & 1 deletion _data/shared_chrome.json
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
{
"$schema": "https://www.metabase.com/shared/chrome.schema.json",
"version": 1,
"generated_at": "2026-06-03T19:12:22+00:00",
"generated_at": "2026-06-04T19:06:53+00:00",
"origin": "https://www.metabase.com",
"stylesheets": [
{
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100 changes: 48 additions & 52 deletions _docs/latest/cloud/accounts-and-billing.md
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Expand Up @@ -15,57 +15,50 @@ latest: true

Managing billing and accounts in the Metabase Store.

## Try out a free 14-day trial of Pro

If you're on a [Starter](/product/starter) cloud plan, you can try out [all the features of Metabase Pro](/product/pro) for free for 14 days with no commitment.

If you want to stick with Pro, you'll have the chance to upgrade. Otherwise, your plan will automatically switch back to Starter.

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. In the **Instances** section, select your instance.
3. Click on **Try a free 14-day trial of Pro**.

Once selected, the Store will display the status of your trial, along with a trial end date. We'll also send you an email with details about the trial.

If you like the Pro features and want to upgrade, you'll need to upgrade your instance, either by clicking on the **Upgrade to Pro** button, or by managing your plan (see the next section).

## Upgrade to Pro (or downgrade to Starter)

If you'd like to switch plans:
To switch your plan:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. In the **Instances** section, select the instance you want to change.
3. Click on **Manage plan**.
3. Click **Manage plan**.
4. Select the plan you want.
5. Click **Change plan**.

## Add people to manage your Metabase Store account
## Add managers

You can add people to your account to allow them to manage your Metabase Store account (not your Metabase instance).
To invite users to manage your Metabase Store account:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Go to **Settings**.
3. Scroll to **Managers**.
4. Enter email address of the person(s) you'd like to invite.
5. The Store will send them an email prompting them to create a Metabase Store account.
2. Navigate to **Settings**.
3. Find the **Managers** section.
4. In the **Invite managers** field, enter the email address of each user you want to invite.
5. Metabase sends them an email prompting them to create a Metabase Store account.

> This action adds each invited user as a manager of your Metabase Store account only, not as a user of your Metabase instance.

## Add people to receive billing and/or technical notifications
## Add contacts to receive billing or technical notifications

You can include contacts to receive billing notifications, as well as technical notifications, like info about new Metabase releases.
To add contacts who receive billing or technical notifications:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Go to **Settings**.
3. Scroll to **Contacts**.
4. Enter email address of the person(s) you'd like to invite.
5. The Store will send them an email notifying them that they've been added to Metabase's contact list.
2. Navigate to **Settings**.
3. Find the **Contacts** section.
4. In the **Add contacts** field, enter the email address of each contact you want to add.
5. In the **Email type** dropdown, choose between **All**, **Billing**, and **Technical**.
6. Click **Add**.
7. Metabase sends each contact an email notifying them that they've been added to your contact list.

## Cancel a subscription or trial

To cancel a Starter or Pro plan directly in the Metabase Store:
To cancel a Starter or Pro plan:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Go to **Instances**.
3. Under the instance with the subscription that you want to cancel, click **Cancel subscription and delete instance**. If you're on an Enterprise plan, you'll need to [contact support](/help-premium).
2. Navigate to **Instances**.
3. In the instance you want to cancel, click **Settings**.
4. Click **Cancel subscription and delete instance**. If you have an Enterprise plan, [contact support](/help-premium).
5. Optional: let us know why you're cancelling so we can improve Metabase. Click **Share feedback**, or click **Skip**.
6. To confirm, click **Yes, cancel**.

## Update payment information

Expand All @@ -79,14 +72,15 @@ If your Metabase was suspended due to a failed payment, the Store will automatic

## Switch to annual billing

To switch to annual billing:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Go to **Instances**.
3. Navigate to the instance you want to switch to annual billing.
4. Click on **Manage plan** next to the plan name.
5. Confirm the plan selection and toggle on **Switch to annual billing**.
6. Click on **Switch plan**.
2. Navigate to **Instances**.
3. In the instance you want to switch, click **Manage plan**.
4. Enable the **Switch to annual billing** toggle.
5. Click **Change plan**.

Note that you cannot switch back to monthly billing until your annual cycle has completed.
> You can't switch back to monthly billing until your annual cycle has completed.

## Download past invoices

Expand All @@ -101,9 +95,9 @@ See Metabase's updated [W9 form](/files/2024_W9_signed.pdf).
## Update your Tax ID

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Go to **Billing**.
3. Click on **Invoice Tax IDs**.
4. Enter your country and Tax ID.
2. Navigate to **Billing**.
3. Find the **Payment details** section.
4. In the **Invoice Tax IDs** field, select your country from the drop-down and enter your Tax ID.
5. Click **Save**.

## Change the company name on invoices/receipts
Expand All @@ -116,24 +110,26 @@ If you need to reset your Admin password, [contact support](/help-premium).

## Change your company name

1. Navigate to your Metabase Store.
2. Go to **Settings**.
3. Click **Change company name**.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Settings**.
3. Find the **Company name** section.
4. In the **Change company name** field, enter a new company name.
5. Click **Update**.

## Change your billing address

1. Navigate to your Metabase Store.
2. Go to **Billing**.
3. Click on **Billing address**.
4. Update your billing address.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Billing**.
3. Find the **Payment details** section.
4. In the **Billing address** field, enter your new billing address.
5. Click **Save**.

### Add or change your shipping address
## Add or change your shipping address

1. Navigate to your Metabase Store.
2. Go to **Billing**.
3. Click on **Shipping address**.
4. Add or update your shipping address.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Billing**.
3. Find the **Payment details** section.
4. In the **Shipping address** field, add or update your shipping address.
5. Click **Save**.

## Change the primary account holder
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17 changes: 10 additions & 7 deletions _docs/latest/cloud/change-region.md
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Expand Up @@ -27,13 +27,16 @@ If you're using a [custom domain](./custom-domain), that region change could tak

## Select a region

To change regions, go to your [Metabase Store page](https://store.metabase.com/) and click on **Instances**. In the **Hosting regions** section, select the region you want to choose from:

- US East (North Virginia)
- Europe (Frankfurt)
- Asia Pacific (Singapore)
- Asia Pacific (Sydney)
- South America (São Paulo)
To change which region your Metabase is hosted in:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. In the instance you want to change, click **Settings**.
4. Find the **Hosting region** section.
5. Select the region you want:
- US West (Oregon)
- Europe (Frankfurt)
6. Click **Change region**.

## Add the relevant IP addresses to your whitelist

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45 changes: 25 additions & 20 deletions _docs/latest/cloud/custom-domain.md
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Expand Up @@ -18,40 +18,39 @@ By default, Metabase will automatically provision a domain name for your Metabas

[Pro and Enterprise](/pricing/) plans allow you to add a custom domain. Setting a custom domain will update your instance's [Site URL](../configuring-metabase/settings#site-url). The Site URL is used for things like creating links in emails, auth redirects, and in some embedding scenarios.

## How to add a custom domain to your Metabase
## Add a custom domain to your Metabase

1. Log in to your [Metabase Store account](https://store.metabase.com/).
To add a custom domain to your Metabase:

2. Find the Metabase instance that you want to add the custom domain to, and select **Manage** on the bottom right of the instance's card. Then click on the **Domains** tab.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. In the instance you want to add the custom domain to, click **Settings**.
4. Find the **Custom domain** section.
5. Enter your custom domain (e.g., `your.custom.domain`).
6. Click **Update**.
7. Ask the manager of your Domain Name System (DNS) records to add a CNAME pointing to:

You'll see something like this:

![Metabase instance domains tab](./images/domains-tab.png)

3. In the custom domain field (the input prefixed with `https://` in the Metabase Store), enter your custom domain (e.g., your.custom.domain).
4. Talk to whoever manages your Domain Name System (DNS) records, and have them add a CNAME to wherever you manage your DNS records. Point that CNAME to this URL:

```url
```
us-1.cd.metabaseapp.com
```

So your CNAME record would look something like:

```domain
```
CNAME your.custom.domain us-1.cd.metabaseapp.com
```

Just to be clear: you don't enter this record in the Metabase Store; you enter it in wherever you manage your DNS records.
> Enter this record where you manage your DNS records, not in the Metabase Store

5. If you've already set up SSO (like SAML or LDAP) for your Metabase, you'll need to update the return URL in your identity provider configuration to include this new custom domain.
8. If you've already set up SSO (like SAML or LDAP) for your Metabase, update the return URL in your identity provider configuration to include the new custom domain.

That's it. You may need to wait a bit for the CNAME to update (this delay is specific to how DNS works, and not something Metabase has control over). Metabase will take care of the rest: we'll make sure that:
You may need to wait for the CNAME to update (this delay is specific to how DNS works, not something Metabase has control over). Metabase takes care of the rest, making sure that:

- the URL directs people to your Metabase,
- your domain has SSL certificates set up to serve your instance over HTTPS to the new domain,
- and that your [metabase.com/cloud/login](/cloud/login) works as expected.
- The URL directs users to your Metabase.
- Your domain has SSL certificates set up to serve your instance over HTTPS to the new domain.
- Your [metabase.com/cloud/login](/cloud/login) works as expected.

You'll still be able to access your original, automatically provisioned domain (e.g., yourcompany.metabaseapp.com), so existing embedded links should continue to work.
You'll still be able to access your original, automatically provisioned domain (e.g., `yourcompany.metabaseapp.com`), so existing embedded links should continue to work.

## Why you'd want to use a custom domain

Expand All @@ -60,7 +59,13 @@ You'll still be able to access your original, automatically provisioned domain (

## Change the name of your Metabase (your DNS alias)

Log in to your Metabase Store account and go to **Instances** > **DNS Alias**, where you can update your alias.
To change your DNS alias:

1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. Find the **DNS Alias** section.
4. Enter your new alias.
5. Click **Update**.

## Custom SMTP server

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2 changes: 1 addition & 1 deletion _docs/latest/cloud/google-sheets.md
Original file line number Diff line number Diff line change
Expand Up @@ -102,4 +102,4 @@ To check how much storage you're using:

The quota numbers update every 6 hours, so there might be a slight delay. Once you hit your quota limit, you won't be able to upload/sync more data until you either free up some space or increase your storage.

To store more rows, see [increasing Metabase Cloud storage](./storage#increasing-metabase-cloud-storage).
To store more rows, see [increase Metabase Cloud storage](./storage#increase-metabase-cloud-storage).
55 changes: 29 additions & 26 deletions _docs/latest/cloud/storage.md
Original file line number Diff line number Diff line change
Expand Up @@ -44,44 +44,47 @@ New customers can sign up for a [Metabase Cloud instance with storage](https://s

### Existing cloud customers

Current customers can add storage through the Metabase Store:
To add storage to an existing instance, use the following steps.

1. Log in to the [Metabase Store](https://store.metabase.com/).
2. In the **Instances** section, click **Add Storage** for the instance you'd like to add storage to.
3. Choose how much storage you would like to add. You can start with 500K stored rows per month and add more storage later.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. In the instance you want to add storage to, click **Manage plan**.
4. Find the **Manage add-ons** section.
5. In the **Storage** field, click **Enable**.
6. Use the slider to select the number of stored rows you want to add.
7. Click **Add storage**.

## Metabase Cloud Storage pricing

Pricing depends on how much data you need to store. See the Storage section on our [pricing page](/pricing/).

## Increasing Metabase Cloud Storage
### Increase Metabase Cloud Storage

To increase the number of rows you can store:
To increase the number of stored rows, use the following steps:

1. Log in to your [Metabase Store account](https://store.metabase.com/)
2. In the **Instances** tab, navigate to the relevant instance.
3. Click on **Manage storage**.
4. Click **Edit**.
5. Click **Add storage**.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. In the instance you want to increase storage for, click **Manage plan**.
4. Find the **Manage add-ons** section.
5. In the **Storage** field, click **Manage**.
6. Click **Edit**.
7. Use the slider to increase the number of stored rows.
8. Click **Add storage**.

You can select from the following row counts:
## Delete Metabase Cloud Storage

- 500K
- 1M
- 5M
- 10M
- 20M
> **WARNING:** This action permanently erases all data in your Metabase Cloud Storage.

## Deleting Metabase Cloud Storage
To remove Metabase Cloud Storage, use the following steps:

To remove Metabase Cloud Storage (which will _permanently_ erase all its data):

1. Log in to your [Metabase Store account](https://store.metabase.com/)
2. In the **Instances** tab, navigate to the relevant instance.
3. Click **Manage storage**.
4. Click **Edit**.
5. Click **Disable storage**.
6. Click **Erase all data**, which---**WARNING**--will erase _all of its data_. We won't be able to recover the data, so only do this if you're certain you no longer need the storage and its data.
1. Log in to your Metabase [Store account](https://store.metabase.com).
2. Navigate to **Instances**.
3. In the instance you want to delete storage from, click **Manage plan**.
4. Find the **Manage add-ons** section.
5. In the **Storage** field, click **Manage**.
6. Click **Edit**.
7. Click **Disable storage**.
8. To confirm, click **Erase all data**.

## Syncing Google Sheets with Metabase

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4 changes: 2 additions & 2 deletions _docs/latest/data-studio/transforms/addons.md
Original file line number Diff line number Diff line change
Expand Up @@ -49,7 +49,7 @@ With basic transforms, you can:

- **Metabase Cloud**: Basic transform functionality on Metabase Cloud - Starter, Pro, or Enterprise - comes with an additional small fee per successful transform run, see [Pricing](/pricing).

Only people logged in with an email of a [Metabase Store admins](../../cloud/accounts-and-billing#add-people-to-manage-your-metabase-store-account) (not just Metabase _instance_ admins) can enable basic transforms. To enable Basic transforms on Metabase Cloud, see [Enable transforms](./transforms-overview#enable-transforms).
Only people logged in with an email of a [Metabase Store admin](../../cloud/accounts-and-billing#add-managers) (not just Metabase _instance_ admins) can [enable basic transforms](./transforms-overview#enable-transforms).

### Cancel basic transforms

Expand Down Expand Up @@ -81,7 +81,7 @@ There are two ways to enable Advanced transforms:

- **From your Metabase instance**: you can navigate to a feature requiring advanced transforms (like Python transforms or transform inspector), and follow the prompts to upgrade.

To enable Advanced transforms from your Metabase instance, you need to be logged into the instance with the same email as a [Metabase Store admin](../../cloud/accounts-and-billing#add-people-to-manage-your-metabase-store-account), because Advanced transform incur an additional charge.
To enable Advanced transforms from your Metabase instance, you need to be logged into the instance with the same email as a [Metabase Store admin](../../cloud/accounts-and-billing#add-managers), because Advanced transform incur an additional charge.

- **From [Metabase Store](https://store.metabase.com)**:

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2 changes: 1 addition & 1 deletion _docs/latest/data-studio/transforms/transforms-overview.md
Original file line number Diff line number Diff line change
Expand Up @@ -71,7 +71,7 @@ Permission configuration for transform depends on your plan.

Before you can start writing transforms, you'll need to enable transforms in your Metabase instance.

If you are on a Metabase Cloud plan, only people logged in with an email of a [Metabase Store admins](../../cloud/accounts-and-billing#add-people-to-manage-your-metabase-store-account) (not just Metabase _instance_ admins) can enable basic transforms, because transforms incur a cost per run on Metabase Cloud.
If you're on a Metabase Cloud plan, only people logged in with an email of a [Metabase Store admin](../../cloud/accounts-and-billing#add-managers) (not just Metabase _instance_ admins) can enable basic transforms, because transforms incur a cost per run on Metabase Cloud.

To enable transforms:

Expand Down
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