Assign billing owner and payment account

The person who creates a workspace will automatically be responsible for the billing for that workspace. However, the existing billing owner can transfer the workspace’s billing ownership to any Admin on the workspace.

There can only be one billing owner at a time. Assigning a new billing owner will automatically un-assign the existing billing owner. However, billing owners are also workspace admins by default, and the previous billing owner will remain a workspace admin unless manually updated.

Assign a new billing owner

To assign a new billing owner, the person who will take over responsibility for the workspace billing must complete the following process:

  1. Hover over Settings, then click Workspaces.
  2. Click the desired workspace name.
  3. Under Workspace Overview, click Take Over Billing.

Add or update payment account

Once you take over billing for a workspace, you must add a payment method to your account.

  1. Hover over Settings, then click Account.
  2. Click the Payments tab.
  3. Scroll down to the Payment Details sections and click Add Payment Card.
  4. Enter your credit or debit card information and click Accept terms, add payment card, and pay $0.00 (the box will only show a balance if one is due).

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