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Team & administrationCurrent Beta guidance

Organization ownership and billing-manager roles

Separate organization ownership, billing authority, operational permissions, and platform-level PMA administration.

About 13 minutesadvanced

Before you begin

  • An active organization membership.
  • Owner authority to assign a billing manager.
  • For PMA platform operations, an active platform principal and AAL2 MFA session.

Interface walkthrough

These annotated interface maps describe the current PMA controls. They do not replace a real record review in your workspace.

1Organization owner
Look for: Workspace authority

Controls ownership, billing-manager assignment, organization lifecycle, and commercial requests.

2Billing manager
Look for: Commercial authority only

May view plan and usage and handle allowed plan workflows without gaining animal or health permissions.

3PMA platform roles
Look for: Control Vault

Platform owner, administrator, support, and finance are independent of customer organization roles.

Step-by-step workflow

1

Choose the correct authority

Use organization roles for operational work. Use billing-manager status for commercial responsibility. Use platform roles only for PMA business operations.

2

Assign a current member

A billing manager must already belong to the organization. The assignment and removal are audited.

3

Protect platform access

Control Vault access requires a platform principal, active account, AAL2 MFA, guarded route, server validation, database authorization, and immutable evidence.

4

Use support metadata carefully

Platform support sees account identity, memberships, usage, plan state, and internal notes—not unrestricted private husbandry data.

Expected result

Every person has only the authority needed for their role, and billing responsibilities do not silently grant operational or platform privileges.

Safety boundaries

  • The hidden route is defense in depth, not authentication.
  • Service-role credentials never enter the browser.
  • Platform support cannot silently change plans unless granted an administrator role.
  • Every sensitive action requires a reason and immutable audit event.

Troubleshooting

A billing manager cannot edit animals

This is intentional. Billing status does not alter normal organization permissions.

A platform owner is asked for MFA

Control Vault requires an AAL2 session. Complete the authenticator challenge in Security Center and reopen the private route.

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