Tools and services
How to Purchase Licenses or Memberships
and how to document them
This document describes how to purchase, manage, and document software licenses and memberships at Abtion. The goal is to ensure transparency, smooth onboarding/offboarding, and clear ownership.
1. Approval
Before purchasing a license or membership, ask for approval when needed.
2. Determine the License Type
Before creating any accounts, decide whether the license is for a project or an individual.
A. Project License
Use this when the license is shared by a team or tied to a specific project.
- The account must be created under the project email group
- Example:
name-of-project@abtion.com
B. Individual License
Use this when the license is strictly personal (e.g. Grammarly, Workflowy).
- The account can be created using the person’s own Abtion email
3. Billing & Invoices
All invoices must be forwarded to:
billing+name-of-project+name-of-service@abtion.com or billing+persons-email-initials+name-of-service@abtion.com
E.g. billing+dao+sentry@abtion.com or billing+hc+grammarly@abtion.com
4. Payment Method
Use the card credentials stored in 1Password:
- Vault: Shared Vault
- Entry:
admin+billing@abtion.com
For larger purchases, Pleo may require 2FA verification.
5. Update the License Overview (Asana)
All licenses must be documented in the Asana board:
https://app.asana.com/0/1149529931138025/list
Choose the correct section
- Internal licenses
Shared internal tools and services - Individual licenses
Licenses for personal use (e.g. Grammarly, Workflowy) - Projects
Create a dedicated section per project for clear hand-off and overview
6. Shared Ownership & Maintenance
This board relies on shared ownership.
When you purchase a license, you are responsible for:
- Adding it to the Asana overview
- Keeping it up to date
This includes:
- Upgrading or downgrading licenses
- Reassigning licenses when switching projects
- Cancelling licenses that are no longer needed
Before requesting a new license:
- Check the board to see if one already exists
If you notice missing or outdated licenses, add or update them accordingly.