Billing Section Updates

Overview

The Billing section has been redesigned to give you a clearer, more organized view of your account. Along with subscription details, the Billing section is now home to your Data Enrichment settings (formerly found under Integrations).

This change makes it easier to manage everything related to billing, credits, and data providers in one central place.

What’s New

The Billing section now has two tabs: Subscription & Data Enrichment.

• Subscription Overview:

  • View/update subscription details
  • Manage users
  • Track submission overages

  • Access invoices

    
    

    

• Data Enrichment Overview:

  • Enable or disable Data Provider integrations (Estated, Fenris, MeasureOne)
  • Configure purchasing options for Data Credits

  • View data credit usage

    
    

    

Access & Permissions

Integrations

Only Admins can activate or disable Data Providers from the Billing section, since Billing access is reserved for Admin-level users only.

Note: Previously, users could be granted permission to manage Data Providers under the Integrations section, but those settings have now been centralized within Billing for improved security and account management.

Once enabled, Managers with form-editing permission enabled can toggle these data integrations on/off at the form level.

Next Steps

• Review your Billing section to get familiar with the new layout.
• Ensure Admins are aware of their exclusive ability to enable/disable Data Providers and manage Billing.
• For more info on managing permission levels, see our article on [Managing Users & Roles].