Choose who can manage plans and purchase add-ons

Learn how to set permissions for users to manage plans and purchase add-ons.

Last updated: October 06, 2025

The Plan & add-ons settings can be found by navigating to the person icon in the top right hand corner of Chaser, and clicking into Organization settings > Users. This area allows you to manage subscription details, access billing information, and purchase add-ons. This guide outlines what effect the Plan & add-ons setting will have on your users, and how billing permissions work across your organization.

Who can manage plan and add-on permissions?

All users have plan and add-on permissions by default, and these cannot be disabled. Owner or subscriber users can edit plan and add-on permissions for all other users.

What does the plan and add-ons permission allow?

Users with plan & add-ons permissions can:

• View and manage subscription plans
  
  • Upgrade or downgrade the plan

• • See all available plans and details
  • Purchase add-ons
• Access billing information
  
  • View invoices, payment methods, and billing history
• View credit reports and pack pricing
• Request a collections quote

Users without plan and add-on permissions

Even without billing permissions, users can view the plan & add-ons page to see available plans, pricing, and add-ons. However, all actionable items (e.g., upgrade, downgrade, buy, request) will be unavailable.

Users will see the following message:

"You don’t have permission to perform this action. Please ask your organization owner to grant you the necessary plan and add-on permissions."

How to grant plan and add-on permissions

If you are an owner or subscriber:

1. Navigate to your user settings.
2. Locate the user whose permissions you want to update.
3. Select the plan & add-ons tickbox.

Only owners and subscribers can modify billing-related permissions.

Summary of capabilities