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There can be multiple Account Admins and Billing Contacts. You cannot be assigned more than one role. 1. In A ccount Central, click Members and select the member. 2. Click Edit Role. 3. Select the role and click Save. You can un-assign someone from a role by following the steps above and selecting No assigned role.
Adding a remote Primary Member, Billing Contact, or Account Admin in Account Central. 5397 Views • Jan 12, 2023 • Knowledge. Account Central roles and permissions. How do I assign an Account Central role?
New Account Central - What is the balance of my booking and printing credits? 1255 Views • Mar 25, 2024 • Knowledge New Account Central - How do I assign roles to each member of my company?
To check your account balance: In New Account Central, Select Billing & Payments. Confirm that the property or currency you want to view is selected. With the Make a Payment tab selected, Click the download icon to view a PDF of your company ledger. The company ledger shows all charges, pending payments, payments, and total balance.
To view and download an invoice. From the New Account Central, select Billing & Payments. Click the info icon to access the link to download your selected invoice. Click the Full Invoice PDF link to view and download your invoice. To view your payment history and download receipts. To view details for each payment, click the Payment Details icon.
Account Central roles and permissions. How do I assign an Account Central role? How do I change the Primary Member on my account? Updating keycard information and access in Account Central; Adding a remote Primary Member, Billing Contact, or Account Admin in Account Central; I am downsizing my account and reducing its membership capacity.
1. In Account Central, click the Company name in the top-left. 2. Select the company account you wish to access. Why am I not able to select another account? If you cannot select another account, you do not have the appropriate role assigned to that account.
You can access your Workplace Member Web Portal to make a booking for any of yo ur Account Central companies by following these steps. To access the Workplace Member Web Portal to book space: Click your Account Central user icon > click Member Portal .
How do I change the Primary Member on my account? Updating keycard information and access in Account Central. Adding a remote Primary Member, Billing Contact, or Account Admin in Account Central. View All (12)
To assign roles to team members. In the New Account Central, select Teams. The list of active and pending members appears. NOTE: You can assign roles to active members; you cannot assign roles to pending members until they accept their invite. To edit a member, click the 3-dot menu and select Edit. The Edit Member screen appears.