> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a billing admin

> Give a team member access to manage billing, invoices, and subscription settings on your HoopAI account.

If you want someone else on your team — a bookkeeper, business partner, or operations manager — to handle billing, invoices, or subscription changes, you can add them as an **Admin** on your account. Admins have full access to all settings including billing.

***

## What an admin can do

An Admin has full access to your HoopAI account, including:

* View and download invoices
* Update payment methods and billing address
* Upgrade, downgrade, or cancel the subscription
* Add wallet credits and manage auto-recharge settings
* Add or remove other team members

<Note>
  HoopAI does not have a dedicated "billing only" role. If you want someone to manage billing, the Admin role is the appropriate access level. Admins have full account access — only add people you trust.
</Note>

***

## Add a team member as an admin

<Steps>
  <Step title="Go to My Staff">
    Navigate to **Settings → My Staff**.
  </Step>

  <Step title="Add a new team member">
    Click **+ Add Employee** to invite someone new. If the person is already on your team, click the **pencil (edit) icon** next to their name.
  </Step>

  <Step title="Fill in their details">
    Enter their name, email address, and set a password (they can change it after first login).
  </Step>

  <Step title="Set the role to Admin">
    Click the **Roles and Permissions** tab on the left side of the profile. In the **Role** dropdown, select **Admin**.

    * **Admin** — full access to all modules and settings, including billing
    * **User** — restricted access; granular permissions apply
  </Step>

  <Step title="Save">
    Click **Save** (or **Update** if editing an existing team member). The person will receive a login invitation by email.
  </Step>
</Steps>

***

## Restrict what an admin can access

If you want to give someone access to billing settings but restrict other areas — for example, preventing them from editing automations or contacting customers — you can use the **User** role with custom permissions instead.

<Steps>
  <Step title="Set role to User">
    In the **Roles and Permissions** tab, select **User** instead of Admin.
  </Step>

  <Step title="Enable only the permissions they need">
    Use the checkboxes to enable or disable access to specific modules (Conversations, Contacts, Workflows, Calendars, etc.).
  </Step>

  <Step title="Enable Account Settings access">
    To allow them to access billing and settings pages, enable the **Account Settings** permission. This allows them to view and edit business info, billing, and account-level configuration.
  </Step>

  <Step title="Save">
    Click **Save**. They will only see the sections you've enabled.
  </Step>
</Steps>

***

## Copy permissions from an existing team member

If you already have a team member with the right permission setup, you can copy their permissions to a new user instead of configuring from scratch.

1. Open the new team member's profile → **Roles and Permissions** tab
2. Click **Copy Permissions**
3. Select the existing team member to copy from
4. Click **Copy** to apply

***

## Remove billing access

To remove a team member's access to billing or your account entirely:

1. Go to **Settings → My Staff**
2. Click the pencil icon next to the person
3. Either change their role from Admin to User and restrict the Account Settings permission, or click **Delete** to remove them from the account entirely

<Warning>
  Deleting a team member immediately revokes their login access. Make sure any work they own (pipelines, contacts, workflows) is reassigned before deleting.
</Warning>

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can an admin change the subscription without my approval?">
    Yes. Admins have full access, which includes subscription changes. Only grant Admin access to people you fully trust to make account-level decisions.
  </Accordion>

  <Accordion title="Can I have multiple admins?">
    Yes. You can have as many admins as you like. Each admin needs a separate user seat — additional users may incur an extra cost depending on your plan.
  </Accordion>

  <Accordion title="What's the difference between an Admin and a User?">
    Admin gives full, unrestricted access to all modules and settings. User gives restricted access — you control exactly which modules they can see and edit using individual permission toggles.
  </Accordion>

  <Accordion title="Can I give someone access to billing but not to contacts or conversations?">
    Yes — set their role to User, enable Account Settings permission, and leave all other module permissions off. They'll be able to access billing settings without seeing customer data.
  </Accordion>

  <Accordion title="Will the new team member get notified?">
    Yes. When you save a new team member, HoopAI sends them an email invitation with login instructions.
  </Accordion>
</AccordionGroup>