Billing groups

Available for: Enterprise
Who can do it: Company admins

As Company admin, you can create billing groups to help organize and track consumption of Full (legacy), Collaborate, or Accelerate licenses in your subscription.

Because each user can be assigned to only one billing group, you can map users to internal budgets, simplifying process like license true-ups, renewals, and chargebacks for teams.

Create and manage billing groups in Admin Console.

TIP: Set a soft quota for each type of license available per billing group. To learn more, see Billing Groups Soft Quotas.

If your org uses SCIM, then you can allocate users from your identity provider to a billing group in Miro, by cost center, automatically. To learn more, see 

More information: See SCIM.

Billing groups in Admin Console

In Admin Console, your billing group view includes details of all existing billing groups, including user count per number of licenses by type, and if specified the soft quota of licenses allotted per group by type. 

To access billing groups, in Admin Console go to Billing > Billing groups.

NOTE: Users not assigned to a billing group are automatically placed in the default account billing group.

Creating a billing group

1. In Admin Console go to Billing > Billing groups.
2. Click Create a billing group.
   The Create billing group form opens.
3. Name the billing group.
4. (Optional) Add a description.
5. (Optional) To set a soft quota on licenses assigned to this billing group, select any of the three options and input a number: 
   • Add quota for Full (legacy) licenses
   • Add quota for Collaborate licenses
   • Add quota for Accelerate licenses
     To learn more about soft quotas, see Billing Groups Soft Quotas.
6. (Optional) To add new users to the billing group, do one of the following: 
   • Upload a CSV file with email addresses
   • Assign users later
7. (Optional) Add a cost center to synchronize group membership with your identity provider via SCIM. For more information, see How to assign users to a billing group via SCIM.
8. (Optional) Assign a billing group contact. The contact receives information about license usage.
9. Click Create billing group.

Editing a billing group

1. In Admin Console go to Billing > Billing groups.
2. For the billing group you want to edit, click the vertical three-dots at the end of the row, then click Edit.
3. Update any billing group property. To add users to the billing group, upload a CSV file with email addresses, or assign users later.
4. Click Save.

How to delete a billing group

1. In Admin Console go to Billing > Billing groups.
2. For the billing group you want to delete, click the vertical three-dots at the end of the row, then click Delete.
   The Delete {billing group} dialog opens.
3. Click Delete.
   Each user assigned to in this billing group is re-assigned to the default account billing group.

How to assign a user to a billing group 

A user can be a member of only one billing group within the organization. If you add a user from one billing group to another, they are automatically transferred from their previous group.

1. In Admin Console, go to Users > All users.
2. For the user you want to add, click the vertical three-dots at the end of the row.
3. Click Change billing group.
   The Change billing group dialog opens.
4. Select a billing group or create a new billing group. 
5. Click Assign billing group. 
   The user is added to the billing group.

Bulk-assigning users to a billing group

1. In Admin Console, go to Users > Active users.
2. Select up to 50 users.
   The Bulk actions menu appears.
   TIP: Use filters to locate and select all users you want to assign.
3. Click Bulk actions. Then click Change billing group. Or click Create billing group to create and assign users to a new billing group.
4. Select a group or create a new billing group.
5. Click Assign billing group.

Checking which users are in a billing group

1. In Admin Console, go to Billing > Billing groups.
2. Click the row for the billing group you want to check.
   The {Billing group} view opens.
   You can view each user in the billing group by name, role, license, number of teams where they belong, and activity.

TIP: Filter users by license type. On the right side of the {Billing group} view, click a license to filter by that license.

Removing a user from a billing group 

1. Go to Company settings > Active users.
2. Click the three dots next to a user.
3. Choose Change billing group.
4. Select Default account billing group. The user will be removed from the billing group and will now sit in the overarching billing group for the company.

NOTE: If a user isn't assigned to a specific billing group or is removed from one, they automatically default to the company's standard account billing group.

Assigning users to a billing group via CSV file

Assign users to a billing group by uploading a comma-separated list of emails in a CSV file. If a user is already a part of another billing group, they are moved to the newly assigned billing group.

NOTE: Ensure your CSV file has only one column named "e-mail". This column must include a comma-separated list of emails to add to the billing group. Information in additional columns is not processed. Miro does not save the CSV files.

1. Go to Company settings > Subscription > Billing groups.
2. Click the three dots next to a billing group and choose Edit.
3. Upload a CSV file with the list of user email addresses.
4. Click Save.

Exporting billing group data

As company admin, you can export and filter a CSV file that includes all users and billing groups.

1. In Admin Console, go to Users > All users.
2. (Optional) Click All filters to apply filters.
3. Click Download CSV.
   Your CSV export downloads. Any applied filters persist in the file.

Frequently asked questions