Billing/Technical Contact Roles & Responsibilities

   Billing Technical Site Admin (Jira/Conf Cloud)
Primary Secondary Primary Secondary  
Receive invoices per email (tick)   (tick)   (after becoming a contact)
View Invoices (tick)   (tick)   (tick)
View orders/quotes (tick)   (tick)   (after becoming a contact)
Pay (tick)   (tick)   (tick)

Update Credit Card details

(warning): Secondary contact cannot see the billing contact name, organization, or address




(tick) (warning) (tick)
Can add/remove secondary billing and technical contacts in (tick) (tick) (tick) (tick) (tick)
Can promote themselves to a primary contact in n/a (tick) n/a (tick) (tick)
Can promote secondary contacts to primary contacts - if within same smart domain - in (tick)   (tick)   (after becoming a contact)
Remove myself as a contact for a license   (tick)   (tick) (after becoming a contact)
Will be contacted with any invoicing or billing enquiries (tick) (tick)     (after becoming a contact)
Will be contacted with product-related email communication     (tick) (tick) (after becoming a contact)
Receive renewal reminder emails (tick) (question) (tick) (tick) (after becoming a contact)
Can raise support requests (tick) (tick) (tick) (tick) (tick)


Renew License in (tick) (tick) (tick) (tick) n/a
Upgrade in (tick) (tick) (tick) (tick) n/a
Download binary from (tick) (tick) (tick) (tick) n/a
View License in n/a
Extend Evaluation in (tick) (tick) (tick) (tick) n/a
Customize name of license in (tick) (tick) (tick) (tick) n/a


View detailed bill estimate of next bill         (tick)
Cancel site (tick)   (tick)   (after becoming a contact)
Reactivate site (tick)   (tick)    
Deactivate product         (tick)
Add a second product/add-on to an existing site (tick)   (tick)   (tick)
Convert a monthly site to annual (possible when credit card exists on file)         (tick)
Add/Remove users from a site         (tick)

Last modified on Nov 1, 2017

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