Governance
Removing a Billing Card When Offboarding an Agency From LinkedIn
Billing admin access controls the card on file, so removing an agency cleanly starts with reassigning that role.
Is this your situation?
You want the agency fully offboarded, but the billing admin card is still attached to the account. You expect the billing admin role to transfer cleanly to your own organization.
Where teams go wrong
- Removing the agency's user first Ad accounts must have a billing admin.Why it happens: Every ad account must have a billing admin.Already happened: The agency's user was removed before a replacement was named.
- No new billing admin named To remove a billing admin from an ad account, another billing admin must be added first.Why it happens: A billing admin cannot be removed if they are the only billing admin on the account.
- Assuming anyone can reassign the role An account manager can change who has billing admin access on an ad account if needed.Why it happens: A user must have account manager access to be made the billing admin.
What good practice looks like
| Approach | What happens | Outcome |
|---|---|---|
| Keep agency as billing admin | The billing admin role can change account billing details. | You leave payment control with the agency. |
| Assign a new billing admin first | The new billing admin must enter updated billing information to remove the hold. | You move payment control to your organization. |
| Remove the agency's user without reassigning | A billing admin cannot be removed until another billing admin is added first. | You cannot finish the cleanup yet. |
How LinkedIn handles this
- Every ad account must have a billing admin.
- Only the billing admin can add or update credit card information for the ad account.
- An account manager can change who has billing admin access on an ad account if needed.
- After the billing admin is changed, the ad account is placed on hold until billing information is updated.
- A person must first be assigned as an account manager before being assigned as billing admin.
Before you start
- Confirm who currently holds the billing admin role.Verify: Check the Manage access list for the current billing admin's name.
- Identify who inside your organization will take over billing admin. A user must have account manager access to be made billing admin.Verify: Confirm the replacement already holds account manager access.
- Prepare your own card information before reassigning. The account is placed on hold until new billing information is entered.Verify: Have payment details ready to enter after the switch.
- Review which other users the agency added.Verify: Check the Manage access list for names tied to the agency.
Which scenario is yours?
- Is the agency still the billing admin on your ad account? An account manager can change who has billing admin access on the ad account if needed.
- Has a new billing admin been assigned yet? The ad account is placed on hold until the new billing admin enters updated billing information.
- Is the agency's user still listed as account manager or billing admin? A billing admin cannot be removed until another billing admin has been added first.
- Is the replacement billing admin already an account manager? A person must first be assigned as an account manager before being assigned as billing admin.
- Has the new billing admin entered updated billing details yet? After the billing admin is changed, the ad account is placed on hold until billing information is updated.
Keeping this working over time
- Review who holds the billing admin and account manager roles each quarter.
- Every ad account must have a billing admin, confirmed through owning your billing access.
- Only the billing admin can add or update credit card information, so keep that role assigned to someone with lasting access.
- A person must first be assigned as an account manager before being assigned as billing admin, so prepare an internal replacement in advance.
If control is already lost — Recover a LinkedIn Account Held by a Former Employee or Agency
Keeping track of who has access
Billing, admin and agency access can feel scattered across one account. Delvia keeps a record of who holds each role across people and time, so a departing agency leaves no gap behind. When an offboarding spans billing admin, account manager, and Page roles, a single clear record prevents confusion about who holds what. That record turns an agency departure into an orderly handover instead of a scramble to find the right settings.
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