Billing permissions by role

We’re rolling out an improved billing experience, and a new centralized user management experience, which both introduce new roles. Your setup will determine which set of admin roles and billing permissions apply to your subscriptions.

Improved billing experience

Centralized user management setup

This applies to customers with:

  • Subscriptions on the improved billing experience

  • Centralized user management

If your organization has been migrated to centralized user management, Users is found under the Directory tab.

Centralized user management png

In this setup, you have three admin roles with billing permissions:

  • Billing admins

  • Organization admins

  • Site admins

Permission

Billing admin

Org admin

Site admin

User access admin

Upgrade, downgrade, cancel subscriptions

Yes ✅

Yes ✅

Yes ✅

No ❌

View billing admins

Yes ✅

Yes ✅

Yes ✅

No ❌

View bill estimate

Yes ✅

Yes ✅

Yes ✅

No ❌

View billing info (next bill date, plan)

Yes ✅

Yes ✅

Yes ✅

No ❌

Reactivate subscriptions

Yes ✅

No ❌

No ❌

No ❌

View payment methods

Yes ✅

No ❌

No ❌

No ❌

View billing and sold-to addresses

Yes ✅

No ❌

No ❌

No ❌

View, download, pay invoices

Yes ✅

No ❌

No ❌

No ❌

Edit, remove, add payment methods

Yes ✅

No ❌

No ❌

No ❌

Add or remove billing admins

Yes ✅

No ❌

No ❌

No ❌

Edit or add billing or sold-to addresses

Yes ✅

No ❌

No ❌

No ❌

Request, change, and cancel quotes

Yes ✅

No ❌

No ❌

No ❌

Change billing cycle (monthly to annual)

Yes ✅

No ❌

No ❌

No ❌

Receive billing emails

Yes ✅

No ❌

No ❌

No ❌

Original user management setup

This applies to customers with:

  • Subscriptions on the improved billing experience

  • Original user management

If your organization has original user management, Users is found under Product site.

Original user management png

In this setup, there are three admin roles with billing permissions:

  • Billing admins

  • Organization admins

  • Site administrators

Permission

Billing admin

Org or site admin

Upgrade, downgrade, cancel subscriptions

Yes ✅

Yes ✅

View billing admins

Yes ✅

Yes ✅

View bill estimate

Yes ✅

Yes ✅

View billing info (next bill date, plan)

Yes ✅

Yes ✅

Reactivate subscriptions

Yes ✅

No ❌

View payment methods

Yes ✅

No ❌

View billing and sold-to addresses

Yes ✅

No ❌

View, download, pay invoices

Yes ✅

No ❌

Edit, remove, and add payment methods

Yes ✅

No ❌

Add or remove billing admins

Yes ✅

No ❌

Edit or add billing or sold-to addresses

Yes ✅

No ❌

Request, change, and cancel quotes

Yes ✅

No ❌

Change billing cycle (monthly to annual)

Yes ✅

No ❌

Receive billing emails

Yes ✅

No ❌

 


Original billing experience

Centralized user management setup

This applies to customers with:

  • Subscriptions on the original billing experience

  • Centralized user management

If your organization has been migrated to the centralized user management, Users is found under the Directory tab.

Centralized user management png

In this setup, there are four admin roles with billing permissions:

  • Billing contact

  • Technical contact

  • Organization admin

  • Site admin

Permission

Billing contact

Technical contact

Org admin

Site admin

User access admin

Upgrade and downgrade subscriptions

No ❌

No ❌

Yes ✅

Yes ✅

No ❌

Cancel subscriptions

Yes ✅

Yes ✅

Yes ✅

Yes ✅

No ❌

View billing contacts

Yes ✅

Yes ✅

Yes ✅

Yes ✅

No ❌

View bill estimate

No ❌

No ❌

Yes ✅

Yes ✅

No ❌

View billing info (next bill date, plan)

No ❌

No ❌

Yes ✅

Yes ✅

No ❌

Reactivate subscriptions

No ❌

No ❌

Yes ✅

No ❌

No ❌

View payment methods

No ❌

No ❌

Yes ✅

No ❌

No ❌

View addresses

No ❌

No ❌

Yes ✅

No ❌

No ❌

View, download, pay invoices

Yes ✅

Yes ✅

Yes ✅

No ❌

No ❌

Edit, remove, add payment methods

No ❌

No ❌

Yes ✅

No ❌

No ❌

Add or remove billing contacts

Yes ✅

Yes ✅

Yes ✅

No ❌

No ❌

Edit or add addresses

No ❌

No ❌

Yes ✅

No ❌

No ❌

Request, change, and cancel quotes

Yes ✅

Yes ✅

Yes ✅

No ❌

No ❌

Change billing cycle (monthly to annual)

No ❌

No ❌

Yes ✅

No ❌

No ❌

Contact support

Yes ✅ (billing support)

Yes ✅

Yes ✅

Yes ✅

Yes ✅

Receive billing emails

Yes ✅

No ❌

Yes ✅

No ❌

No ❌

Original user management setup

This applies to customers with:

  • Subscriptions on the original billing experience

  • Original user management

If your organization has the original user management, Users is found under Product site.

Original user management png

In this setup, you have four admin roles with billing permissions:

  • Billing contact

  • Technical contact

  • Organization admin

  • Site administrator

Permission

Billing contact

Technical contact

Org or site admin

Upgrade and downgrade subscriptions

No ❌

No ❌

Yes ✅

Cancel subscriptions

Yes ✅

Yes ✅

Yes ✅

View billing contacts

Yes ✅ (billing contacts only)

Yes ✅ (billing contacts only)

Yes ✅

View bill estimate

No ❌

No ❌

Yes ✅

View billing info (next bill date, plan)

No ❌

No ❌

Yes ✅

Reactivate subscriptions

No ❌

No ❌

Yes ✅

View payment methods

No ❌

No ❌

Yes ✅

View addresses

No ❌

No ❌

Yes ✅

View, download, pay invoices

Yes ✅

Yes ✅

Yes ✅

Edit, remove, add payment methods

No ❌

No ❌

Yes ✅

Add or remove billing contacts

Yes ✅

Yes ✅

Yes ✅

Edit or add addresses

No ❌

No ❌

Yes ✅

Request, change, and cancel quotes

Yes ✅

Yes ✅

Yes ✅

Change billing cycle (monthly to annual)

No ❌

No ❌

Yes ✅

Contact support

Yes ✅ (billing support)

Yes ✅

Yes ✅

Receive billing emails

Yes ✅

No ❌

Yes ✅

 

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