How to set an Administrator as the billing user?

| by Dharshana Santhanam

The first Administrator is marked as the billing user in LeadSquared by default. You can have multiple Administrators as the billing users if you have an active subscription. To set another Administrator as the billing user –

  1. Navigate to Settings>Users and Permissions>Users.
  2. Along the row of the Administrator you want to set as the billing user, hover your cursor over   and select Set Billing User.
  3. On the Set Billing User pop-up, click Yes.

Note: 

  • To know more about how to create a User, see Manage Users.
  • You can assign the Billing User role to Sales Cloud Admins as well.

LeadSquared - Setting Admin as Billing User

To view all your billing users –

  1. Click … and in the popup that appears, search “Is Billing User”.
  2. Check the box alongside it and click Show Selected.
  3. All your billing users will be marked with a “Yes” under the “Is Billing User” column.

Leadsquared - Billing User