The Billing Admin manages payment methods and processes payments (either by invoice or automatically charging the card on file) for their organization. Keeping this role up to date ensures the correct person has access to manage billing details, respond to payment issues, and maintain Subscription continuity for your team.
1. Confirming all Organization/Billing Admins
Navigate to your Organization Dashboard.
Select User Role column.
The list of users will be reorganized to showcase: Billing Admins, Organization Admins, then Standard Users.
2. Removing an Existing Billing Admin
Navigate to your Organization Dashboard.
Navigate to the user you’d like to remove.
Select the ‘edit profile’ icon.
Change the user role from Billing Admin to User.
Select Save Changes.
Navigate back to the User Dashboard.
Select the ‘trash can’ icon associated with the user’s row.
Select Remove to confirm.
3. Assigning a New Billing Admin
Navigate to your Organization Dashboard.
Navigate to the user you’d like to promote as the new Billing Admin.
Select the ‘edit profile’ icon.
Change the user role to Billing Admin.
Select Save Changes.
4. FAQs
Q: Does the Billing Admin have access to all organization data?
A: Yes. Billing Admins have the same access as Organization Admins, with the added ability to manage billing information and payments.
Q: Can a user be assigned as both the Organization and Billing Admin?
A: No. A user can only hold one role at a time.
Q: Which users are authorized to update the Billing Admin for my organization?
A: Only an Organization / Billing Admin has the authority to remove users and update Admin assignments. Standard users do not have access to features for modifying user statuses or roles within the organization.
Q: Can I make myself [an Organization Admin] a Billing Admin?
A: Yes. If you are an Organization Admin, you can update your own user role to reflect Billing Admin access.
Q: What happens if our only Organization Admin is changed to a Billing Admin?
A: That user will still have admin-level access, but your organization will no longer have a separate Organization Admin. If you prefer to keep both roles filled, assign another user as an Organization Admin.
Q: Will updating the Billing Admin affect our current Subscription or billing cycle?
A: No. Updating the Billing Admin only updates the individual responsible for financial management. It will affect the organization’s Subscription details or current billing cycle.
Q: Will removing a Billing Admin delete the organization’s historical invoices or card on file?
A: No. Removing a Billing Admin from your organization will not delete historical invoices or records of payment.
Q: Can I remove a Billing Admin if our organization has outstanding invoices or failed payment?
A: Yes. You may remove a Billing Admin from your organization regardless of any outstanding invoices or failed payment attempts.
Q: Will the newly designated Billing Admin be notified of their role assignment?
A: Yes. The newly assigned Billing Admin will receive an email notification from help@glss.app confirming their user role has been updated.
Q: Does the Team/Business/Enterprise Plan Subscription Renewal Reminders only get sent to the Billing Admin?
A: Yes. Renewal notifications for Team, Business, and Enterprise plans are delivered exclusively to the designated Billing Admin.
Q: How far in advance are Team/Business/Enterprise Plan Subscription Renewal Reminders sent before the expected renewal date?
A: Renewal notifications for Team, Business, and Enterprise plans are delivered to the designated Billing Admin at intervals of 90, 60, and 30 days prior to the anticipated renewal date.
Q: Can the Billing Admin modify the renewal date to earlier or later than the initial expected renewal date?
A: No. The Billing Admin is unable to adjust the renewal date to occur either sooner or later than the initially scheduled date.
Q: What should I do if the previous Billing Admin is no longer with the organization?
A: An Organization Admin can remove the existing Billing Admin and assign a new Billing Admin from the User Dashboard. If your organization does not have an Organization Admin available, please contact the Customer Support Team for assistance.
Q: Can an organization have more than one Billing Admin?
A: No. An organization can only hold one Billing Admin role at a time.
Q: What happens to the organization’s activity if the invoice is outstanding or the card on file is expired/has insufficient funds?
A: In the event of an outstanding invoice, an expired card, or insufficient funds, the system will initiate payment retries over a 14-day period. While your Subscription remains active during this window, failure to resolve the payment issue within those two weeks will result in the automatic cancellation of your plan.
Q: Is a Billing Admin required?
A: Yes. Once an Organization Admin initiates a Subscription for an Individual / Team / Business / Enterprise plan, they are automatically designated as the Billing Admin. Consequently, any organization with an active Subscription must maintain a Billing Admin role, as the Subscription is directly handled by that individual.
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