Add User Only for Billing Support

  • 7 February 2023
  • 1 reply

Is it possible to add a user that will only manage billing? For larger organizations, it’s frustrating if only the Account Owner can view/manage billing.

1 reply

Userlevel 7
Badge +7

Hi @stablewood-sb, thanks for posting! At this time, only the Account Owner ca make billing changes, and we aren’t able to give billing access to other users or to non-users. However, we can change the Account Owner to another user if needed.

That being said, I’d like to understand the intent behind your question so that I can bring it to the product team. Is it that:

  1. You have a teammate who doesn’t need a Copper license at all, but wants to have access to make billing changes and receive invoices? Or,
  2. You have a teammate who has a Copper license and needs access to the billing options, but can’t/shouldn’t be assigned as the account owner?