How do I Set/Edit my Billing Contact for SaaSAssure?

A billing contact received the monthly invoice and usage report but does not receive direct access to the platform.

Required User Roles: Only Global Admins or Account Admins have permissions to view the Billing pages and/or edit billing features.

The billing contact is an additional user role that can be entered into the SaaSAssure platform. The billing contact doesn't actually receive access to the platform but will receive the monthly invoice and usage report via email. 

To add/edit a billing contact: 

1. Navigate to the settings section by clicking on the settings icon Settings Icon and go to the company information page, which will be displayed as the name of the business you registered with, via the sub-navigation menu

 

2. Under the Billing Contact section click on the edit icon Edit Icon.

 

3. Fill out/edit the first name, last name, and email address fields for who the billing contact should be and click 'Save'. 

 

4. A notification will display confirming that the billing contact was updated successfully.