Home Managing Your Team 7. Transferring billing ownership

7. Transferring billing ownership

Last updated on Apr 28, 2026

Every BEHCA organization has exactly one Billing user — the person responsible for the subscription and payment method. You can transfer that role to someone else, but only the current Billing user can initiate it.

When to transfer billing

  • The original account owner is leaving the organization.

  • The Operations or Finance team has hired a dedicated Billing/Accounts owner who should take over.

  • You're consolidating multiple BEHCA accounts and want them all owned by one person.

What transfer does

  • The new person gains access to the Billing page (subscription, payment method, invoices).

  • The old person becomes a Manager by default (you can demote further afterwards).

  • Future invoices are sent to the new Billing user's email.

  • The current payment method is kept until someone updates it. The new Billing user should update the payment method to one they control.

How to transfer

The exact path depends on the version of the team page you're seeing, but the steps are:

  1. Sign in at app.behca.com (US) or au.behca.com (Australia) as the current Billing user.

  2. Open Manage Team → Staff Members.

  3. Find the person who should take over (they must already be a team member; if they're not yet on your team, invite them as a Manager first).

  4. Click their name.

  5. Change their Role to Billing.

  6. Click Save. You may be asked to confirm.

Your role is automatically changed to Manager at the same time.

Important: confirm with the new Billing user before you transfer. Once they're Billing, only they (or support) can hand it back.

Updating the payment method after transfer

The new Billing user should:

  1. Open Billing from the main menu.

  2. Click Update Payment Method.

  3. Enter a new card or bank account.

  4. Save.

Until they do this, the previous person's card remains on file and will continue to be charged.

What if the original Billing user has already left?

If the original Billing user is no longer reachable and you can't get them to do the transfer:

  • Contact BEHCA support with proof of authority (organization registration, written request from a senior team member, etc.).

  • An admin can transfer billing ownership on your behalf.

  • This is a manual process and may take a few business days.

To avoid this situation: always have at least one Manager so you have an admin who can keep things running, and consider transferring billing as soon as a Billing user is planning to leave.

Common questions

  • Can two people share the Billing role? — No. There's exactly one Billing user. Add a second Manager if you want a co-administrator without sharing the financial side.

  • Will the new Billing user be charged immediately? — No. Charges continue on the existing card until the payment method is updated.

  • Does this transfer downgrade my plan? — No. The plan, invoices, profiles, and team are unchanged. Only the role assignments change.

  • Will my profiles or data be affected? — No. Data, profiles, and team membership stay exactly as they were.