Shared Accounts

The Shared accounts tab lists billing accounts that other customer organizations have shared with your organization. You can use these accounts when submitting applications.

Accessing Shared Accounts

  1. Sign in with a Customer administrator account.
  2. Click Billing in the sidebar.
  3. Select the Shared accounts tab.

Shared accounts list

Table columns

ColumnDescription
TitleAccount name set by the owning organization. Sortable
Shared byOrganization that owns and shared the account. Sortable
Available amountFunds available on the account for new applications
ActionsRow menu

Row actions

ActionDescription
ViewOpens the account transaction ledger

Using a shared account

When submitting an application (on-request, scheduled, or ongoing), you can select a shared billing account in the billing step if it belongs to an organization that has shared it with you. If the account has Negative balance allowed enabled, it is shown as *Negative balance allowed next to the available amount — see My account for what this means.

The owning organization’s Customer administrator manages who the account is shared with. Contact them or your platform administrator if you need access to a shared account.

Viewing shared account transactions

Open View to see the transaction history for a shared account. The page shows:

  • Balance summary (total balance, reserved amount, available amount)
  • Transaction table with the same columns as My account

You can review transactions but cannot add credits or change account settings.