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How to delegate payment details and billing to another user?
How to delegate payment details and billing to another user?
Tchales avatar
Written by Tchales
Updated over a week ago

For now, only the Owner's 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 ways for you to give some of these access to another user. Here're 3 of them:

Option 1

You can assign someone as an Organization Admin. Organization Admins can update the payment details and access the invoices.

Note: To assign someone as an Organization Admin. This person needs to be registered on EasyRetro. We also have a limitation. You can add 5 Organization Admins (maximum) to your account.

Here are the steps you need to follow to assign Organization Admins:

Step 1. Access your team's page, find the "My organizations" feature and click on the “Add organization admin” button.

Final Step 2. Enter your Organization Admin's email, and click on the “Add” button.

Now your Organization 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 Organization Admins by clicking on the “X” button next to their names.

Here's the video version to learn how to assign someone as an Organization Admin.

Option 2

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.

Option 3

You can ask our Support Team to change the email address to receive the Invoices. In this way, another person can receive the invoices.

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