TICKET HX-1455

Editor can't see Billing settings — bug?

Status: Resolved Category: Permissions Priority: P3 Customer: Carlos Mendoza (Cedar Valley Co-op) Agent: Marcus Webb
Carlos Mendoza Customer 2024-04-19 14:08 UTC

I'm an Editor in our workspace and I need to update our payment method. I don't see Billing under Settings. The owner says he can see it. Is something broken?

Marcus Webb Helix Support 2024-04-19 14:21 UTC

Hi Carlos — not a bug. Billing is restricted to the workspace Owner role only. Even Admins don't see it. The four roles are Owner, Admin, Editor, Viewer, and only Owner has billing access.

If you need to change the payment method, you have two options: (1) ask the Owner to make the change, or (2) ask the Owner to transfer ownership to you (only one Owner per workspace, so they'd lose Owner status). Most teams go with option 1 unless ownership transfer is a deliberate decision.

Carlos Mendoza Customer 2024-04-19 14:28 UTC

Got it. Will ask our Owner to update it. Question — is this configurable? Like can I be granted billing access without becoming Owner?

Marcus Webb Helix Support 2024-04-19 14:36 UTC

Not on Pro. On Enterprise, custom roles are available, and you could define a role with billing-but-not-owner permissions. If that's something you'd want to explore, I can connect you with your account team.

Carlos Mendoza Customer 2024-04-19 14:42 UTC

Not worth upgrading just for that. Owner can handle it. Thanks for the clear answer.

RESOLUTION

Customer was confused by missing Billing menu. Confirmed not a bug — billing is restricted to the Owner role only on Pro plan; even Admins can't see it. Custom roles with split permissions are an Enterprise-only feature. Customer asked Owner to make the change.