Assign billing owner and payment account
The person who creates a workspace is automatically responsible for its billing. However, the existing billing owner can transfer the workspace’s billing ownership to any Admin on the workspace.
⚠️ Important: 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.
Transfer Billing Ownership
To transfer billing ownership, the person who will take over responsibility for the workspace billing must complete the following process:
- Hover over Settings, then click Workspaces.
- Click the desired workspace name.
- 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.
- Hover over Settings, then click Account.
- Click the Subscription tab.
- Scroll down to the Payment Details section and click Add Payment Card.
- Enter your credit or debit card information and click Accept terms, add a payment card, and pay $0.00 (a non-$0 amount will show if there’s an outstanding balance due).
Once the billing transfer is complete, the new billing owner will manage payments and subscriptions for the workspace.