Skip to content

Latest commit

 

History

History
94 lines (75 loc) · 5.2 KB

creating-and-paying-for-an-organization-on-behalf-of-a-client.md

File metadata and controls

94 lines (75 loc) · 5.2 KB
Raw
title intro redirect_from versions type topics shortTitle
Creating and paying for an organization on behalf of a client
You can create and pay for a {% data variables.product.prodname_dotcom %} organization on behalf of a client.
/github/setting-up-and-managing-billing-and-payments-on-github/creating-and-paying-for-an-organization-on-behalf-of-a-client
/articles/creating-and-paying-for-an-organization-on-behalf-of-a-client
/github/setting-up-and-managing-billing-and-payments-on-github/setting-up-paid-organizations-for-procurement-companies/creating-and-paying-for-an-organization-on-behalf-of-a-client
/billing/setting-up-paid-organizations-for-procurement-companies/creating-and-paying-for-an-organization-on-behalf-of-a-client
fpt ghec
*
*
quick_start
User account
Organizations
Upgrades
On behalf of a client

Requirements

Before you start, make sure you know:

  • The {% data variables.product.prodname_dotcom %} username of the client who will become the owner of the organization you create
  • The name your client would like to use for the organization
  • The email address where you would like receipts to be sent
  • The product your client would like to purchase
  • The number of paid seats your client would like you to purchase for the organization

Step 1: Create your personal {% data variables.product.prodname_dotcom %} account

You will use your personal account to set up the organization. You'll also need to sign in to this account to renew or make changes to your client's subscription in the future.

If you already have a personal account on {% data variables.product.prodname_dotcom %}, skip to step 2.

{% data reusables.billing.create-personal-account %}

Step 2: Create the organization

{% data reusables.user-settings.access_settings %} {% data reusables.user-settings.organizations %} {% data reusables.organizations.new-organization %}

  1. Under "Choose a plan", click Choose {% data variables.product.prodname_free_team %}. You will upgrade the organization in the next step. {% data reusables.organizations.organization-name %}
  2. Under "Contact email", type a contact email address for your client. {% data reusables.dotcom_billing.owned_by_business %}
  3. Click Next.

Step 3: Upgrade the organization to a yearly paid subscription

{% data reusables.profile.access_org %} {% data reusables.profile.org_settings %} {% data reusables.organizations.billing_plans %} {% data reusables.dotcom_billing.upgrade_org %} {% data reusables.dotcom_billing.choose_org_plan %} (You can add more seats to the organization in the next step.)

  1. Under "Upgrade summary", select Pay yearly to pay for the organization yearly. {% data reusables.dotcom_billing.enter-payment-info %} {% data reusables.dotcom_billing.finish_upgrade %}

Step 4: Upgrade the number of paid seats in the organization

{% data reusables.profile.access_org %} {% data reusables.profile.org_settings %} {% data reusables.organizations.billing_plans %} {% data reusables.dotcom_billing.add-seats %} {% data reusables.dotcom_billing.number-of-seats %} {% data reusables.dotcom_billing.confirm-add-seats %}

Step 5: Invite your client to join the organization

{% data reusables.profile.access_org %} {% data reusables.user-settings.access_org %} {% data reusables.organizations.people %} {% data reusables.organizations.invite_member_from_people_tab %}

  1. In the search field, type your client's {% data variables.product.prodname_dotcom %} username and press Enter.
  2. Select Owner, then click Send invitation.
  3. Your client will receive an email inviting them to the organization. They will need to accept the invitation before you can move on to the next step.

Step 6: Transfer organization ownership to your client

{% data reusables.profile.access_org %} {% data reusables.user-settings.access_org %} {% data reusables.organizations.people %}

  1. Confirm that your client is listed among the members of the organization and is assigned the owner role.

  2. To the right of your username, select the {% octicon "kebab-horizontal" aria-label="Member settings" %} dropdown menu, and click Manage.

    Screenshot of the member list for an organization. To the right of a member, a kebab icon is outlined in dark orange.

  3. In the left sidebar, click Remove from organization.

  4. Confirm your choice and click Remove members.

Next steps

  1. Contact your client and ask them to add you to the organization as a billing manager. You'll need to be a billing manager for the organization so that you can renew or make changes to your client's subscription in the future.
  2. If you would like your organization's credit card to be removed from the organization so that it's not charged again, contact {% data variables.contact.contact_support %}.
  3. When it's time to renew your client's paid subscription, see "AUTOTITLE."