Assign Billing and Seat Managers as Collaborators in Your Team

Article author
Sarah Malone
Updated

Overview

 
It Depends On Your Plan

Access to this feature is dependent on your Apollo plan. Please refer to the pricing comparison chart on the Apollo pricing page for more information. If you do not currently have access to this feature and want to upgrade plans, please reach out to the Apollo sales team.

A billing and seat manager is a free Apollo seat for leadership team members who only need access to administrative features in your Apollo instance.

You may want to become a billing and seat manager in Apollo if you are not directly involved in your team's sales activities but still want:

  • Access to billing and payment settings.
  • The ability to configure your team's account settings and manage seats.
 
Got Admin Superpowers?

Please note, only admin users can invite, edit, assign, and deactivate billing and seat manager users in Apollo.

As a billing and seat manager in your team's account, you have access to the following Apollo features:

  • Admin and billing settings.
  • Tracking subdomain and integration settings.
  • System activity settings.
  • Apollo homepage.
  • Analytics and reporting.

As a billing and seat manager, you can configure all the core admin settings in your team's instance. However, you do not have access to the full functionality of Apollo. This means you can view your team's performance but can't leverage Apollo's prospecting and engagement tools yourself. If you want full access to Apollo, upgrade your seat to leverage full admin or user rights.

Refer to the following steps to add, edit, or deactivate billing and seat manager permissions to users in your Apollo account.

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Add a Billing and Seat Manager User to Your Apollo Account

To invite a new user to your account as a billing and seat manager:

  1. Launch Apollo and click Settings > Users
  2. Click New user. New user button
  3. Then, click the Set permission profile drop-down and select Billing and seat manager. Enter the email address(es) of the new user(s) you want to add as billing and seat managers and click Send Invites. Invite your team pop-up
  4. Apollo then sends the user an invite via email. When the user receives the email, they can click Log in and follow the steps to sign into Apollo as a billing and seat manager. Apollo manager invite email

You have now invited a new user to join your team as a billing and seat manager.

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Edit Permissions

To change an existing user to or from a billing and seat manager:

  1. Launch Apollo and click Settings > Permission Profiles
  2. Scroll to Free seats and click into the billing and seat manager profile. Apollo manager permission profile
  3. Click the Users tab, find the user(s) you want to edit and click the additional options (...) button > Edit permissions. Edit permissions button
  4. Click the Permissions drop-down and change the user to or from the billing and seat manager profile. Then, click Save. Permissions drop-down in edit permissions pop-up
     
    Spoilt for Choice!

    Please note, there's more than one way to edit billing and seat manager permissions in Apollo. You can also edit permissions from the user settings too. User settings in Apollo

You have now edited a user's permissions in Apollo.

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Deactivate a Billing and Seat Manager User

To deactivate a billing and seat manager in Apollo:

  1. Launch Apollo and click Settings > Permission Profiles
  2. Scroll to Free seats and click into the billing and seat manager profile. Free seats button
  3. Click the Users tab, find the user(s) you want to edit and click the additional options (...) button > Deactivate. Deactivate button
  4. Click Deactivate in the Deactivate Users pop-up to proceed. Deactivate confirmation pop-up

You have now deactivated a billing and seat manager user in Apollo.

 
Want More Info?

For more on adding, deleting, and reactivating users in Apollo, hop on into this article.

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Will I be Charged for Billing and Seat Manager Users?

Seats for billing and seat managers are free of charge in Apollo. If you have access to this feature within your Apollo plan, you can invite up to 5 team members to join your account as billing and seat managers.

As Apollo does not charge you for billing and seat manager users, please keep in mind that:

  • If you change a full Apollo user into a billing and seat manager, the user loses paid access to Apollo and gains restricted admin access only. Apollo frees up their paid seat. You can then invite another user to take their place. Please only continue with the downgrade if you agree with the seat change.
  • If you change a billing and seat manager into a full Apollo user when you don't have any available seats remaining on your plan, Apollo charges you for the extra seat. Apollo warns you of the purchase and confirms the cost. Please only continue with the upgrade if you agree with the seat change.
  • If you change a billing and seat manager into a full Apollo user when you have available seats in your plan, Apollo upgrades the user to full access at no extra cost. Apollo warns you of the seat consumption. Please only continue with the upgrade if you agree with the seat change.
  • If you deactivate a billing and seat manager, no changes to your billing will occur. You will have a free Apollo manager seat available and can invite another team member to replace them as a billing and seat manager if you want to.
 
Support to the Rescue!

Feeling a little lost and need a helping hand? Reach out to the friendly Apollo support team with any additional questions you may have.

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Try It Out in Apollo

Are you an admin user in Apollo and have access to the billing and seat manager feature within your plan? It's time to try it out! Get inviting your leadership team to join you in Apollo.

Head to the user settings now and start inviting those new users!

 
Using Apollo Like a Boss

Looking for top tips and tricks on how to optimize your team's processes with Apollo? Sneak a peek at this Academy course to set your team up for success using Apollo.

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