Managing Your Team
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      3. Managing Your Team

      How do I create and manage billing groups?

      Team Owners can assign users to billing groups and generate reports of each group's members.

      Each user on your team can be assigned to a billing group, which lets you generate a report of which users are active in each group.

      Note: Billing groups are available to Team Administrators on an Enterprise Plan.

      Create a Billing Group

      To create a billing group for your team:

      1. Go to My Account and click on your team’s name in the left side menu.

      2. Click the Groups tab on your team’s settings page.

      3. Click the Add Group button.

      My account overview

      4. In the window that opens, enter a name for your billing group in the text field.

      5. Click Add.

      Note: Each user on your team will be automatically added to the first billing group you create.

      Add group pop up menu

      Add users to a Billing Group

      To add users to an existing billing group:

      1. Go to My Account and click on your team’s name in the left-hand menu.

      2. Click the Users tab on your team's settings page.

      3. Click the drop-down menu in the Billing Group column of the user’s row and select the name of the billing group to add that user.

      Note: Each user can only be assigned to one billing group.

      Adding users to a billing group

      Change the Default Billing Group

      To change the default billing group for new users:

      1. Go to My Account and click on your team’s name in the left-hand menu.

      2. Click the Groups tab on your team's settings page.

      3. Click the '...' button on the right side of the group's row.

      4. Select Make Default Group.

      Making a default group

      Generate a Billing Group Report

      To generate a report of your billing groups:

      1. Go to My Account and click on your team’s name in the left-hand menu.

      2. Click the Groups tab on your team's settings page.

      3. Click Generate Report.

      generating a billing report

      4. Select and Start Date and End Date as the time range for your report.

      5. Click Run Report.

      Note: The report will automatically download as BillingGroups.xlsx.

      running a report

      Open the dowloaded report to find a summary of enabled users in each billing group. Each billing group also has its own page which lists out the users in that group with the following attributes:

      • Name

      • Email

      • Date Account Created

      • Last Login

      • Date Added to Group

      Also see: