How do I give a colleague permission to pay for my account?

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Account owners can grant payment-management permissions to any employee (or multiple employees).


To do this:

  • go to the desired user's card in the Company section
  • click Edit
  • go to the Additional Settings tab
  • activate the following (2):


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This user will now be able to see a Subscription item in their main menu, and they will be able to pay for Planfix without the account owner's involvement.


Permission to delete employees

Employees who have permission to manage account subscriptions are also able to delete any employee except the account owner. They are given this ability so they are can regulate the main parameter involved in paying for the service.


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