How to do Billing Setup if Billing Administrator is also a Cloud user


#1

Is there a way to enter payment information without requiring a new invite be sent to the "Billing Only Administrator? What if the billing administrator is also a Balsamiq User and need to participate in the Space? Why the access limitation? Thanks


#2

Hi @ibb and thanks for reaching out about this.

Some companies are using this feature since they might want a reseller (or someone from the purchasing team) to manage the Space’s billing without actively participating, as detailed here.

As an alternative, you can add a second Space Owner if you need a second person to access the billing settings without losing their access to projects. The only thing to know is that a second Space Owner will have the exact same rights as the Space Owner, including managing the Space.

Hope this helps! Let us know if we can do anything else for you.