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Set Up and Maintain Your Salesforce Organization
Update Billing Contact Access to the Your Account App

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Update Billing Contact Access to the Your Account App

Make sure that the billing contact on each Salesforce contract has access to the Your Account app by granting access from the Contract page or through Setup. When you give billing contacts access to Your Account, users get the permissions they must have to manage their billing and contracts.

Required Editions

Available in: Starter, Pro Suite, Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To use the Your Account app: Manage Billing or Manage Subscriptions in Your Account: Identity User permission set
To give user access to the Your Account app: Manage Users

Update Billing Contact Access from the Contract Page

To better control the management of billing activities, Salesforce admins can grant Your Account app access from the Contract page. Admins aren’t required to create or update users outside of Your Account, saving additional steps.

  1. Launch the Your Account app, and then click View Contracts.
  2. Select the contract for which you want to update the billing contact.
  3. To change the billing contact and grant access to Your Account, click Edit.
    Doing so assigns the Your Account App Admin permission set, which includes the Manage Billing permission.

If the current billing contact doesn’t have access, you see the Give Access link. If the user doesn’t exist, a user is created using an identity license. The user gets the Your Account App Admin permission set, which includes the Manage Billing permission.

Billing Contact info with highlights of Edit and Give Access

Update Billing Contact Access from Setup

If you get an error updating a billing contact from the contracts page, you can grant access directly from Setup.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select the user profile for the billing contact, and then navigate to the Permission Set Assignments section and click Edit Assignments.
  3. Select the Manage Subscriptions in Your Account: Identity User permission set and move it to Enabled Permission Sets. Then save the change.
    Manage Subscriptions in Your Account: Identity User permission set enabled
 
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