Manage billing contacts

Eligible administrators can manage billing contacts in the ShareFile Web App without contacting Support for routine updates. Billing contacts receive billing-related email, such as invoices and payment notifications. They do not need a ShareFile account or license.

To view, add, edit, or remove billing contacts, sign in as an administrator with both View/edit billing information and Request plan changes permissions. For help assigning these permissions, see Assign billing permissions.

Before you begin

• Each account has one primary billing contact. You can edit it, but you cannot remove it. You can add, edit, or remove secondary contacts.
• An account can have up to 5 billing contacts.
• Adding a billing contact does not create a ShareFile account, grant account access, or change billing permissions, product roles, or licenses.
• This feature does not change company addresses or security contacts. Unsupported characters are not allowed in first or last names.

View billing contacts

1. From your ShareFile account, go to Account settings.
2. Select Billing.
3. Select Edit Billing Info.
4. Locate the Billing contacts section to view the contacts associated with your account.

Add a billing contact

1. From your ShareFile account, go to Account settings.
2. Navigate to Billing.
3. Select Edit Billing Info.
4. Locate the Billing contacts section.
5. Select Add billing contact.
6. Enter the contact's First name, Last name, and Email address.
7. Select Save. ShareFile confirms that the contact was added.

You can also add a billing contact from Admin Overview > Company information.

Note:

If an update fails, contact ShareFile Support and provide the error message shown in the ShareFile Web App.

Edit a billing contact

1. From your ShareFile account, go to Account settings.
2. Navigate to Billing.
3. Select Edit Billing Info.
4. Locate the Billing contacts section.
5. Find the contact you want to update and select Edit.
6. Update the contact's name or email address, then select Save.

Remove a billing contact

1. From your ShareFile account, go to Account settings.
2. Navigate to Billing.
3. Select Edit Billing Info.
4. Locate the Billing contacts section.
5. Find the contact you want to remove and select the remove option in its row.
6. Confirm the removal.