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How to set an Administrator as the billing user?

An Administrator user of your LeadSquared system is by default also the billing user. When you create another administrator user, you can set this administrator as the Billing User.

Note: Only one administrator can be set as the Billing User at a time.

To set another administrator as the billing user:

users-window

  • Click Create to create a user as administrator. For information on how to create a user and set as administrator, refer to Manage Users.
  • Once the administrator is created, under Actions, click Set Billing User against the corresponding administrator. The Set Billing User message box appears.

set-billing-user

set-billing-user-pop-up

  • Click Yes. The administrator is set as Billing User.

setting