Document Billing Manager role (#58447)

- add Billing Manager to the organization roles docs with a capability
matrix
- update Business and billing docs to explain non-paid-seat billing
access
- update billing docs for self-serve tax ID updates

Release Notes:
- N/A

Author: morgankrey

docs/src/ai/billing.md

@@ -46,11 +46,13 @@ If you require historical Stripe invoices, email [billing-support@zed.dev](mailt
 
 ## Organization billing {#organization}
 
-Zed Business consolidates your team's costs. Seat licenses and AI usage for all members appear on one bill, with no separate invoices per member. For a full feature overview, see [Zed Business](../business/overview.md).
+Zed Business consolidates your team's costs. Paid Business seats and member AI usage appear on one bill, with no separate invoices per member. For a full feature overview, see [Zed Business](../business/overview.md).
 
 ### Billing dashboard {#dashboard}
 
-Owners and admins can access billing information at [dashboard.zed.dev](https://dashboard.zed.dev). The dashboard shows the plan you're currently on and offers jumping off points to update billing details, such as the billing name and address, as well as payment information. You can also access your invoice history, accessible through the Orb billing portal.
+Owners, admins, and Billing Managers can access billing information at [dashboard.zed.dev](https://dashboard.zed.dev). The dashboard shows the current plan and links to update billing details, tax ID information, and payment information. You can also access invoice history through the Orb billing portal.
+
+Use the Billing Manager role for someone who needs billing access but does not need a paid Business seat. Billing Managers can view subscription usage, update billing details and payment methods, and access invoice history. They cannot manage members, change organization settings, cancel the subscription, or use Zed-hosted AI models and Edit Predictions through the Business subscription. For the full permissions list, see [Roles](../roles.md#role-billing-manager).
 
 ### AI usage {#ai-usage}
 
@@ -60,22 +62,22 @@ Administrators can set an org-wide AI spend limit from the Data & Privacy page i
 
 ### Invoice history {#org-invoice-history}
 
-Owners and Admins can access an organization's invoice history from the Billing page at [dashboard.zed.dev](https://dashboard.zed.dev) by clicking `Invoice history` within the embedded Orb portal.
+Owners, admins, and Billing Managers can access an organization's invoice history from the Billing page at [dashboard.zed.dev](https://dashboard.zed.dev) by clicking `Invoice history` within the embedded Orb portal.
 
 If you require historical Stripe invoices, email [billing-support@zed.dev](mailto:billing-support@zed.dev).
 
 ## Updating billing information {#updating-billing-info}
 
-From the _Billing_ page, owners can update their billing name, address, and payment method. Tax IDs are collected during checkout and cannot be changed self-serve; email [billing-support@zed.dev](mailto:billing-support@zed.dev) to update your tax ID.
+From the _Billing_ page, owners, admins, and Billing Managers can update billing name, address, tax ID information, and payment method.
 
 Changes to billing information will **only** affect future invoices. We cannot modify historical invoices. Email [billing-support@zed.dev](mailto:billing-support@zed.dev) with any questions.
 
 ## Sales tax {#sales-tax}
 
 Zed partners with [Sphere](https://www.getsphere.com/) to calculate indirect tax rates for invoices, based on customer location and the product being sold. Tax is listed as a separate line item on invoices, based preferentially on your billing address, followed by the card issue country known to Stripe.
 
-If you have a VAT/GST ID, you can add it during checkout. Check the box that denotes you as a business.
+If you have a tax ID, such as a VAT or GST ID, you can add it during checkout or update it later from the Billing page. Check the box that denotes you as a business.
 
-Changes to VAT/GST IDs and address will **only** affect future invoices. We cannot modify historical invoices.
+Changes to tax IDs and addresses will **only** affect future invoices. We cannot modify historical invoices.
 
 Email [billing-support@zed.dev](mailto:billing-support@zed.dev) with any tax questions.

docs/src/ai/plans-and-usage.md

@@ -33,7 +33,7 @@ For details on billing and payment, see [Individual Billing](./billing.md).
 
 ### Zed Business {#business}
 
-Zed Business gives every member access to all of Zed's hosted AI models, unlimited edit predictions, plus org-wide controls for administrators: which AI features are available, what data leaves your organization, and how AI spend is tracked. All seats and AI usage are consolidated into a single invoice.
+Zed Business gives members with a paid Business seat access to all of Zed's hosted AI models, unlimited Edit Predictions, plus org-wide controls for administrators: which AI features are available, what data leaves your organization, and how AI spend is tracked. Paid seats and AI usage are consolidated into a single invoice.
 
 For a full feature overview, see [Zed Business](../business/overview.md). For billing details, see [Billing](./billing.md#organization).
 

docs/src/business/organizations.md

@@ -17,7 +17,7 @@ In the Zed editor, an organization menu in the title bar shows your current orga
 
 ## Multiple Organizations
 
-A Zed account can belong to more than one organization at the same time. If you're invited to a second organization while already a member of one, you simply join both. Each organization has its own subscription, billing, and admin controls.
+A Zed account can belong to more than one organization at the same time. If you're invited to a second organization while already a member of one, you join both. Each organization has its own subscription, billing, and admin controls.
 
 To switch organizations in the dashboard, use the org switcher in the top-left corner. In the Zed editor, click the organization name in the title bar to see all your organizations and move between them.
 
@@ -29,7 +29,7 @@ If you don't have a payment method on file, you'll be taken through a checkout f
 
 ## Inviting members
 
-Members are invited by email address. When an invite is accepted, the member's Zed account joins the organization and is covered by its subscription.
+Members are invited by email address. When an invite is accepted, the member's Zed account joins the organization. Owners, admins, and members count toward paid Business seats. Billing Managers can access billing without a paid Business seat.
 
 To invite a member:
 
@@ -54,8 +54,8 @@ Owners and admins can manage members from the Members page in the dashboard.
 1. On the Members page, find the member.
 2. Select **Remove** and confirm.
 
-Removing a member ends their access to the organization's subscription and admin-managed settings. Their personal Zed account and any other organization memberships are unaffected.
+Removing a member ends their access to the organization's subscription, billing, and admin-managed settings for that organization. Their personal Zed account and any other organization memberships are unaffected.
 
 ## Organization Dashboard
 
-The dashboard shows your members, roles, and billing. Owners and admins have full access; members have no dashboard access.
+The dashboard shows your members, roles, and billing. Owners and admins have full access. Billing Managers have billing access. Members have no dashboard access.

docs/src/business/overview.md

@@ -1,17 +1,17 @@
 ---
 title: Zed Business
-description: Zed Business gives every team member full Zed Pro access, with org-wide admin controls and enforced data settings for the whole organization.
+description: Zed Business gives paid Business seats hosted AI access, with org-wide admin controls and enforced data settings for the whole organization.
 ---
 
 # Zed Business
 
-Zed Business is Zed for your whole team. Every member gets access to Zed's hosted AI models and unlimited Edit Predictions, and administrators get controls to manage how Zed is used across the organization: which AI features are available, what data leaves your environment, and how AI spend is tracked.
+Zed Business is Zed for your team. Members with a paid Business seat get access to Zed's hosted AI models and unlimited Edit Predictions. Administrators control which AI features are available, what data leaves your environment, and how AI spend is tracked.
 
 It's for teams that want modern AI tooling without security trade-offs, and for companies with procurement or compliance requirements that have blocked Zed deployment.
 
 ## What's included
 
-Every member gets access to all [hosted AI models](../ai/models.md) and [Edit Predictions](../ai/edit-prediction.md).
+Members with a paid Business seat get access to all [hosted AI models](../ai/models.md) and [Edit Predictions](../ai/edit-prediction.md).
 
 For the organization:
 
@@ -28,9 +28,10 @@ For the organization:
   can choose to share but are never enrolled automatically. Administrators can
   [enforce this org-wide](./admin-controls.md#data-sharing), blocking members
   from opting in at all.
-- **[Roles and permissions](../roles.md):** Owners, admins, and members have
-  different access levels. Billing and org settings are only visible to the
-  roles that need them.
+- **[Roles and permissions](../roles.md):** Owners, admins, Billing Managers,
+  and members have different access levels. Billing Managers can manage billing
+  without counting toward paid Business seats or receiving Business
+  subscription AI access.
 - **Consolidated billing:** Your team's licenses and AI usage appear on
   [one invoice](../ai/billing.md#organization), with no separate bills per member.
 

docs/src/roles.md

@@ -5,18 +5,25 @@ description: Understand Zed's organization roles and what each role can access,
 
 # Roles
 
-Every member of a Zed organization is assigned a role that determines
-what they can access and configure.
+Every member of a Zed organization is assigned a role that determines what they
+can access and configure.
 
 ## Role Types {#roles}
 
-Every member of an organization is assigned one of three roles:
-
-| Role       | Description                                            |
-| ---------- | ------------------------------------------------------ |
-| **Owner**  | Full control, including billing and ownership transfer |
-| **Admin**  | Full control, except billing                           |
-| **Member** | Standard access, no privileged actions                 |
+Every member of an organization is assigned one of four roles:
+
+| Capability                                                      | Owner | Admin | Billing Manager | Member |
+| --------------------------------------------------------------- | ----- | ----- | --------------- | ------ |
+| Use hosted AI and Edit Predictions through Business             | Yes   | Yes   | No              | Yes    |
+| View organization members                                       | Yes   | Yes   | Yes             | Yes    |
+| Invite members                                                  | Yes   | Yes   | No              | No     |
+| Change non-owner member roles                                   | Yes   | Yes   | No              | No     |
+| Remove non-owner members                                        | Yes   | Yes   | No              | No     |
+| Configure organization settings and data controls               | Yes   | Yes   | No              | No     |
+| View subscription, usage, and billing information               | Yes   | Yes   | Yes             | No     |
+| Update billing details, tax ID information, and payment methods | Yes   | Yes   | Yes             | No     |
+| Cancel the subscription                                         | Yes   | No    | No              | No     |
+| Transfer ownership                                              | Yes   | No    | No              | No     |
 
 ### Owner {#role-owner}
 
@@ -32,23 +39,35 @@ An owner has full control over the organization, including:
 
 ### Admin {#role-admin}
 
-Admins have the same capabilities as the Owner, except they cannot:
+Admins can manage members, roles, organization settings, data controls, and
+billing. They have the same capabilities as the Owner, except they cannot:
 
-- Access or modify billing settings
+- Cancel the subscription
 - Transfer organization ownership
 
 This role is suited for team leads or managers who handle day-to-day
-member access without needing visibility into payment details.
+member access and organization settings.
+
+### Billing Manager {#role-billing-manager}
+
+Billing Managers can view subscription usage, update billing details and tax ID
+information, update payment methods, and access invoice history.
+
+This role does not count toward paid Business seats. It also does not include
+Zed-hosted AI models or Edit Predictions through the Business subscription.
+Billing Managers cannot invite or remove members, change member roles, configure
+organization settings or data controls, cancel the subscription, or transfer
+ownership.
 
 ### Member {#role-member}
 
-Members have standard access to Zed. They cannot access billing or
-organization settings.
+Members have standard access to Zed through the Business subscription. They
+cannot access billing or organization settings.
 
 ## Managing User Roles {#managing-users}
 
-Owners and Admins can manage organization members from the Zed
-dashboard within the Members page.
+Owners and Admins can manage organization members from the Zed dashboard within
+the Members page.
 
 ### Inviting Members {#inviting-members}