The Primary User is the person who manages your organisation's billing in oboloo, including payment methods and invoices. Each account has one Primary User, marked with a tick in Settings > Users.
What the Primary User can do
Task | Who can do it |
Update payment methods and view invoices with Manage Billing on Settings > Account Management | The Primary User only |
Change modules, plans and Licence numbers with Manage Subscription or Upgrade | Anyone whose role has access to Account Management |
Assign and revoke Licences | Anyone with access to Settings > Users |
Change who the Primary User is | Anyone whose role has Edit access to Users |
The note under these buttons says: "Please note, only the Primary User ({email}) can amend your organizations billing options. Administrators and users who have the correct access, can amend subscription options."
Billing emails: your billing account in Stripe uses the Primary User's email address.
No Licence needed: the Primary User can always sign in without a Licence. Their Licence can't be revoked, and they can't be deactivated.
Find the Primary User
Go to Settings > Users. The Primary User has a tick in the Primary User column. Hover over the tick for a summary of what they can do.
Change the Primary User
Open the new Primary User's record
Go to Settings > Users and click the user who should become the Primary User.
Tick the Primary User box
On the Account tab, tick Make this user your organization's Primary User?. If the box is already ticked and greyed out, this user is already the Primary User.
Confirm the change
In Change this user to your organization's Primary User?, click Confirm.
The change takes effect straight away. The new user takes over billing, the previous Primary User keeps their role but loses billing access, and the tick moves in the users table. On a paid plan, the previous Primary User now needs a Licence to sign in, so assign them one if they still need access.
What you can do from here
To… | Do this | Guide |
Update your card details | Settings > Account Management > Manage Billing | |
Download invoices | Settings > Account Management > Manage Billing | |
Add or remove Licences | Settings > Account Management > Manage Subscription |
Common questions
Can someone other than the Primary User upgrade our plan?
Yes. Anyone whose role has access to Account Management can use Upgrade or Manage Subscription. Only billing details and invoices are limited to the Primary User.
I can't see the Primary User tick box
Your role doesn't have Edit access to Users. Ask an administrator to make the change, or to update your role.
Can we have more than one Primary User?
No. There's only one Primary User at a time. Making someone else the Primary User removes the role from the current one.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.