Account and Billing

Overview

Account and Billing covers billing, security, and Account-wide administration.

These controls affect every Organization and Project.

Key Concepts

• Plan: entitlement set that controls feature availability
• Billing owner: role responsible for invoices and renewals
• Account Admin: role that can manage Account-wide settings
• Security posture: access and audit controls used to reduce risk

How It’s Used

Use these pages during onboarding and annual renewal cycles.

Use them during governance changes and access reviews.

Benefits

• Clear ownership for billing and renewals
• Reduced risk through consistent access governance
• Faster support escalation with correct routing

Setup Steps

Use the relevant guide:

• Plans & Pricing
• Account Management
• Team and Account Management
• Security & Compliance

Best Practices

• Keep billing ownership and technical administration separate when possible.
• Limit Account Admin and Owner roles to a small set.
• Review access after major delivery milestones and quarterly.

Summary

Account and Billing controls cover entitlements, billing ownership, access governance, and security posture.

Support routing: Contact Support