Before a member of your team can purchase a quote in HubSpot, pay invoices, or manage your account billing information, they must be added as a billing admin.
If you are a super admin or have Add and Edit users permissions in your HubSpot account, you can add a user with Modify billing & change name on contract permissions so they can make purchases for your account.
To set a user as a billing admin:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, select Users & Teams. You can also check each user's permission sets and access on this page.
- Hover over the name of a user, and click Edit permissions. Or, create a new user.
- In the Choose permissions section, click Account > User & account access.
- Click to toggle the Account Access switch on.
- Click to toggle the Modify billing and change name on contract switch on.
- Click Save. The user will now be able to pay invoices and make changes to the account billing information.
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