New Payer Designation for Managing Catina Subscription
A new feature is now available to better support your payment workflows. Admins can delegate billing management by designating “Payers” from the Manage Users tab within their Catina Settings, providing greater flexibility in subscription management.
By default, your Billing Admin is assigned as the primary Payer. If the default setup works, no further action is needed.
Admins may assign additional Payers in Manage Users. Inviting a new user to serve as a Payer will not affect your license count or expand this user's account level permissions.
Please Note: only Billing Admins, Admins, and Non-user Admins can be designated as Payers.
What Can a Payer Do?
- View subscriptions in Subscription Management
- Manage Auto Pay and payment schedules
- Add, edit, and remove credit cards
- Submit payments and access invoices
Key Benefits
- Simplified delegation of billing responsibilities without full admin access
- Reduced administrative overhead for account holders
- Clear separation between subscription-specific payment management and personal account settings
- Enhanced flexibility for organizations managing multiple billing contacts
FAQs:
Does the payer designation affect my seat count?
No, the payer is a separate designation that does not affect seat count. This flag only provides billing management permissions and does not require an additional Catina license.
What if I want to have more than two payers?
You can have as many Payers as you’d like on your account.
What type of users can be assigned as a Payer?
Only users who are Admins, Billing Admins, or Non-User Admins can be designated as a Payer. Standard Users cannot currently be assigned as a Payer.
Can a Payer manage users or change account roles?
No. The Payer role only manages billing functions such as payments, invoices, and payment methods. It does not provide user management or administrative permissions.
For more information on the User Roles and Designation available to Catina subscribers check out this short article: User Roles on a Multi-Seat Account with Catina