Choose who can manage plans and purchase add-ons

This article explains how to set permissions for users to manage plans and purchase add-ons in Chaser.

Last updated: June 20, 2025

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The plan & add-ons settings page allows users to manage subscription details, access billing information, and purchase add-ons. This article outlines what different roles can and cannot do on this page, and how billing permissions work across your organization.

Who can manage plan and add-on permissions?

Users with owner or subscriber roles have plan and add-on permissions by default, and these cannot be disabled. Owner or subscriber users can enable 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
  • Access billing information
    • View invoices, payment methods, and billing history
  • View credit reports and pack pricing
  • Request a collections quote

App experience for 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. Set the plan & add-ons permission on or off.



Only owners and subscribers can modify billing-related permissions.


Summary of capabilities

Action

With plan & add-ons

Without plan & add-ons

Upgrade/Downgrade Subscription

Yes

No

View Billing Details

Yes

No

Buy Credit Report Pack

Yes

No

Initiate Collections Request

Yes

No