For now, only the Owner of the account has total access to billing information, like changing the payment details, downgrading/upgrading the plan, accessing the invoices, and canceling the subscription. But there're some ways for you to give this access to another user. Here're 3 of them:
You can assign someone as an Account Admin. Account Admins can update the payment details and access the invoices.
Note: To assign someone as an account admin. This person needs to be registered on EasyRetro. We also have a limitation, you can add 5 Account Admins (maximum) to your account.
Here are the steps you need to follow to assign an Account Admin:
Step 1. Access your team's page, find the "My organizations" feature and click on the “Add admin” button.
Final Step 2. Enter your admin’s email, and click on the “Add” button.
Now your Account Admin will be able to update your payment details and access your invoices.
Click here to learn how to access the invoices.
Click here to learn how to update the payment details.
You can easily remove Account Admins by clicking on the “X” button next to their names.
Here's the video version to learn how to assign someone as an Account Admin.
You can ask our Support Team to generate a specific URL for updating payment details. After that, you can share this URL with another person.
You can ask our Support Team to change the email address to receive the Invoices. In this way, another person can receive the invoices.