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Introduction to account management and billing in Onetrace

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Written by Onetrace
Updated this week

The Account and Billing area gives you a simple way to manage your account and all billing-related tasks. From here, you can keep track of your subscription, update payment details, download invoices and manage your organisation’s profile.


Account Overview

Within the account section, you can view the members, guests, and other organisation details associated with your Onetrace account.

Members

These are your team members. You can assign specific roles based on their responsibilities and store essential data such as qualifications, day rates, and employee information.

Guests

Ideal for clients or third-party auditors. Guest access provides read-only visibility into specific projects, allowing them to download reports and view progress without the ability to edit data on the desktop or mobile app.

Organisation

Keep your company profile accurate and up to date, and change the currency for your organisation.

Support

Access our comprehensive Help Centre of how-to guides and video tutorials. Chat to our friendly support team through the live chat link.

Billing Overview

Stay on top of your financials with a clear snapshot of your current plan, active packages, and recent charges.

⚠️ Billing visibility is restricted to Owners only. Both Owners and Admins can access and manage the general Account section.

Subscriptions

Change your subscription to suit your needs. You can:

  • Add or remove packages

  • Add or remove seats

  • Cancel your subscription

  • Review your current plan details

We’ve designed this to give you the flexibility to adjust as your needs change.

Payment method

Update or change your payment details at any time. Secure payments are supported through trusted gateways, so whether you’re adding a new card or updating bank details, the process is quick and safe.

Invoices

Access your full billing history whenever you need it. You can view, download, and keep invoices for your records in just a few clicks.

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