Need to add someone as a billing admin or transfer ownership of the account? Want to make sure your account is only being billed for the channels you approve? This article will go into detail on how to edit your billing admins, transfer ownership, how to view and download invoices to review what you’re being billed for, and how you can either cover all the channels that are made on your workspace, or only ones you approve.

Please note: Plans on the enterprise level will not be able to access the same options on this page. If you are on an enterprise plan, and need to adjust your billing, please contact support@donut.ai

How do I add a billing admin?

Please note : you must already be a billing admin to be able to do this

  1. Log into the dashboard

  2. Click 'Billing' in the left navigation menu

  3. Scroll down to the 'Account Admins' section of the Billing page. This is where you can add other account admins.

Please note: if the Account Owner is no longer at the company, we will need to update that on our end, so please contact support@donut.ai.

How do I transfer account ownership?

Please note: You must already be the Account Admin to be able to do this

  1. Log into the dashboard

  2. Click 'Billing' in the left navigation menu

  3. Click the "Account Admins" tab

  4. Click the "Transfer Owner" link

  5. Add the name of the person you would like to transfer ownership to from the drop down provided (Please note: owners and admins of other accounts will not appear in the dropdown.)

  6. Click the "Update Owner" button

Please note: Only the new Account Owner will be able to make changes once updated.

What if the Account Admin is no longer here?

If your Account Admin is no longer with your company, you have the ability to assign ownership to someone else! Below are a couple of different ways that can happen.

  • If there were additional Admins added by the previous Owner, these Admins will have the ability to either claim ownership of the account or assign to someone else.

  • If there were no additional Admins added by the previous Owner, members meeting certain criteria will have the ability to claim ownership. That criteria is listed below

    • Accounts with Onboarding Plans: Anyone who has been granted onboarding access can claim ownership.

    • All other accounts: Anyone who has created a channel program or been granted editing access to a restricted channel program.

Who can view and download invoices?

Only account holders and billing admins can view and download invoices.

Account holders have the ability to add and manage billing admins on their account. Once a billing admin is added, they will then have the access to change the billing information on file. You can add as many billing admins as you like! Billing admins can also can transfer ownership over to someone else from the dashboard.

How do I view and download past invoices?

All of your past invoices are accessible from the dashboard on the Invoice History page. Below are a few simple steps that you can follow to access a copy of your invoice:

  • Sign into your Donut dashboard at donut.ai, then click Billing from the left sidebar menu.

  • Next, click the Invoice History tab at the top of the page:

  • You will be directed to our partner, Stripe, where you can see your account's entire Invoice History. To view and download a copy of an invoice, click the date of the invoice.

  • A new browser tab will open, where you can click Download Invoice to get a copy.

How do I adjust who can add new channels to our account?

Please note: you must already be a billing admin in order to do this.

  1. Log into the dashboard

  2. Click "Billing" in the left navigation menu

  3. Scroll down to the bottom and you will see a check box that says "Automatically assign all new Donut channels created by anyone on my team to my account"
    - If the box is checked, it means other Slack users in your Workspace can create Donut channels on your service account
    - If the box is unchecked, it means other Slack users in your Workspace can not create Donut channels on your service account.

Please note: If there are multiple billing accounts, you can only be an editor for one

Have other questions about billing or just need more help? Just click the Intercom button in the bottom right corner of the screen and we'll get back to you soon. Or you can send us an email at support@donut.ai

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