As a subscription owner you can view all the important details such as billing details, record and user limits, and all the accounts you have set up under that subscription.

From your login page you will be able to see a list of all the accounts you have been invited to and below this you will also see your subscriptions. 

Note - If you don't see any names under the subscription heading, you are not a subscription owner. If you are unsure who the owner is for your subscription, please contact us.

Click the subscription name.

On the Settings tab, you can view:

  • The name of the subscription (click Edit details to change it)

  • Which plan you are on

  • The number of users used and your user limit

  • A link to contact us to discuss changes to your subscription

  • Billing and payment details

  • Recent invoices

Please note - if you are on older plans, you will also be able to see the record limit displayed here

On the Accounts tab, you can view the entire list of accounts in your subscription. You can also create a new account here with the New account button.

On the Invoices tab, you can view the details of recent invoices including invoice number, dates, amount and status. You can use the Download button to save invoices as pdf files.

The Owners page will show the pending, active and suspended subscription owners. Please be aware that anyone invited as a subscription owner can authorise changes to the allowances, view billing details, delete and create accounts. Click + Invite an owner to email them an invitation link.

See related articles:

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

Did this answer your question?