Billing notifications are sent to designated users in CallTrackingMetrics. Depending on your plan type (Connect, Growth, or Performance) and where payment is coming from (Agency billing or Customer billing) Agency Administrators, Agency Billing Managers, or Administrators have the ability to receive these notifications.
To view who is currently set to receive notifications in your account, go to: Settings > Billing Settings > Billing Recipients
To add or remove which users receive notifications, go to: Settings > Manage Users > Edit (next to the user) > Assign Roles > Add Role
Next, determine if the user should receive billing notifications.
Then, click Save Changes
User roles that can receive Billing Notifications:
- Agency accounts (Growth & Connect) on agency billing: Agency Administrators or Agency Billing Manager, unless they are set not to receive notifications.
- Agency accounts (Growth & Connect) on customer billing:
Agency Administrator, Administrator, Agency Billing Manager, and Billing Manager, unless they are set not to receive notifications.
- Performance plan accounts: Account Administrators and Billing Manager, unless they are set not to receive notifications.
For additional information please visit the user roles article.