Who can use this feature?
- Only Admins have access to the Company settings.
Add a new cost center
You can add a new cost center by following these steps:
- Go to Company settings, then Cost centers
- Press New cost center
- Enter a name and assign people to the cost center
- Press Create cost center to confirm
Add more people to a cost center
You can add more people to a cost center at any time:
- Go to Company settings, then Cost centers
- Select the cost center you want to add more people to
- Search for the person you want to add by name or email
- Press Save cost center
Delete people from a cost center
To delete people from cost centers, you just need to:
- Go to Company settings, then Cost centers
- Select the cost center you want to delete people from
- Find the person you want to delete in the list and press the 'x' next to their name
- Press Save cost center
Managing access to cost centers
- Users can only be members of one cost center at a time. Once you have assigned people to a cost center, they won't be able to select a different cost center on the payment page—it will be done automatically.
- The exception to this is if you check the box Make all cost centers visible to everyone. Then, all users will be able to see and select whichever cost center they want at the checkout
- Company Admins will always be able to see and select all cost centers when booking, even if they are assigned to one.
- If a User is not assigned to a cost center, they will be able to see and select all cost centers when booking.
- With any source of automated user provisioning, if a user is created with a cost center that doesn't exist on the platform, a new cost center will be created automatically.