Enterprise billing admins
Understand the role that manages the Enterprise billing workflow.
ForEnterprise billing admins
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An Enterprise billing admin looks after credits and money for your Enterprise: the contract, quotes, purchase orders and invoices, plus each partner's monthly credit limit. In Settings, this role is called Billing Manager. It doesn't include setting up partners or managing content.
How you get this role
An Enterprise admin gives it to you in Settings, under People, using your Enterprise role action. See Give someone an Enterprise role. Once you have it, Enterprise appears in your sidebar footer.
What you can see
Your Enterprise menu shows three items:
- Partner workspaces
- Analytics
- Billing
The first time you open Enterprise, a two-step tour shows you the menu and analytics.
What you can do
| Task | Billing Manager |
|---|---|
| See every partner, with members, credits used and limits | Yes |
| Export the partner list as a CSV | Yes |
| Set a partner's monthly credit limit | Yes |
| Set credit limits for individual people in a partner workspace | Yes, for active partners |
| See a partner's Members and Activity tabs | Yes |
| See requests for more credits from partners | Yes, view only |
| Approve or decline those requests | No, Enterprise admins only |
| Request more credits for your Enterprise and create quotes | Yes |
| Upload purchase orders | Yes |
| Download invoices and pay overdue ones | Yes |
| Edit billing details | Yes |
| See usage and credit figures in Analytics | Yes |
| Add, launch, pause, archive or disconnect partners | No |
| Invite partner admins | No |
| Manage tags, brand profiles, audiences, Services, libraries, vendors, branding or broadcasts | No |
Partner workspaces for billing
You see the same partner list as Enterprise admins, without the setup and status controls. The row menu offers Open and, for launched partners, View usage in Analytics.
On a partner's page you get the Overview, Members and Activity tabs:
- Overview shows Credits this month, a forecast of when they'll reach their limit, and daily use for the month. If the partner has asked for more credits, the request shows here. You'll see "Only Enterprise owners and admins can approve or decline. Billing managers can view it."
- Members lets you change each person's monthly credit limit, or copy their email.
- Activity shows credit changes, requests, people, content and status events for the last 7, 30 or 90 days.
Use Set credit limit in the page header to change the partner's monthly limit. Step-by-step instructions are in Set a partner's monthly credit limit.
Enterprise billing
The Billing page is where you manage your contract. You can request more credits, upload purchase orders, download invoices and keep billing details up to date. See Enterprise billing.
When to ask someone else
- Ask an Enterprise admin to add, launch, pause, archive or disconnect a partner, to invite partner admins, or to approve a request for more credits.
- Ask a Partner/Content Manager or Enterprise admin to change what a partner can use, such as tags, Services or libraries.
Keep billing separate from partners
Partner workspaces only see their own monthly limit and usage. They never see your contract, prices, invoices or how many credits your Enterprise has in total.