Account Owners can now effortlessly share access to their billing page with designated individuals. This feature enables users to grant others the ability to view and manage invoices, enhancing collaboration and ensuring that billing-related tasks are handled efficiently.
💡 You must be logged into the Owner / Account Holder's profile to share this access.
1. Navigate to your name at the top right corner of your dashboard >> click on the Billing tab:
2. Click on the Manage Billing Access tab:
3. Type out the email address of the person you want to share the billing page access with and press the Send New Link button:
4. After you send the link, the recipient will receive the email shown below:
💡 When they click on the blue Manage Payment link, they will be directed to the billing tab of your account.