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Taking over billing for your team

Billing owner leaving?

Amy avatar
Written by Amy
Updated this week

When an owner of your team first subscribes to a paid plan, they will automatically become the payer responsible for all future billing.

In Streak, team management involves 3 main roles: Owner, Member, and Payer Only. These roles define the administrative tasks and billing responsibilities of team members.

If the account's payer is going to leave the company or change job responsibilities, another user can take over the billing responsibility from the Billing and Teams page.

Transferring the payer role

Taking over as responsible for billing requires that your role is already Owner or Payer Only.. If you’ve been added to the team as a Member, you’ll need to request the current Team Owner to update your role to Owner. If the current Owner is no longer with your team, please contact us via chat or support@streak.com.

  1. Click the Streak icon in Gmail's top bar

  2. Select the Manage Billing and Teams option

  3. Scroll to the Billing section and select Take over billing

  4. The original credit card will transfer over to the new Payer’s account

Once this transfer is complete, the new Payer will be able to update the credit card, billing address, as well as view and download invoices. If the original payer also intends to leave the team, they must transfer billing before you will be able to remove them from the Streak team.

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