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:

  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 Subscription tab.
  3. Scroll down to the Payment Details section and click Add Payment Card.
  4. 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.

Didn't find what you were looking for?

Concierge is here to answer all your questions.