If you have a new finance person who will be responsible for paying your Ocean invoices, you can set them as the payer for your Ocean Site(s).
This can be done by having an existing Site Admin for your Ocean Site complete the steps below with the new finance person:
- The new payer will need an Ocean user account, so you can invite them to join your Ocean Site.
- The new payer will receive an email invitation to create an Ocean user account and join your Ocean site. They should proceed to create their Ocean user account and log in to the Ocean Portal.
- Once logged in, the new payer can add payment information to their Ocean user account.
- Once the new payer's payment information has been entered in their Ocean user account, navigate to the 'Billing' section of the Admin Settings page and select the new payer's Ocean username as the 'Payer' for the Ocean Site.
- You can optionally grant Site Admin access to the new payer if appropriate.
Updating the Payer for Multiple Ocean Sites
If you have multiple Ocean Sites and need to update each Site to have the same Payer, follow the steps below for each of your Sites:
- In the Ocean Portal, click on your name in the top right corner and switch sites to the next Ocean Site that you want to update the Payer for.
- Invite the payer to join the Ocean Site by entering the email address associated with their existing Ocean user account.
- Once the new payer joins the Ocean Site, navigate to the 'Billing' section of the Admin Settings page and select the new payer's Ocean username as the 'Payer' for the Ocean Site.
- You can optionally grant Site Admin access to the new payer if appropriate.