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.

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.

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 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.

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.

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.

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.

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: