Managing User Roles and Privileges

Billing is a multi-functional system and thus it is reasonable to share the amount of work between your staff members. For this purpose Billing allows creating account users. Besides actual sharing of the total work content, it is reasonable to divide created users by their duties and grant access to the respective Billing functionality to them, at the same time forbidding access to the rest of it. For example, your marketing manager needs not to configure Billing, but needs to analyze sales and set market policies: plans, prices and promotions, whereas your accountant needs to manage AR documents and view sales reports, but needs not to manage sales; configuration engineer needs full access rights to be able to configure and maintain Billing, etc. Billing offers you a convenient mechanism for dividing your staff members by duty: assigning a role to an account user, which gives him a set of privileges, determining the set of actions the user is able to perform in Billing. Below you may see the list of roles suggested for creation:

• Configuration Engineer – a person responsible for Billing initial configuring and further maintenance.
• Sales Manager – a person responsible for sales.
• Accountant – a person responsible for managing accounts, their balances, money collection and balance adjustments.
• Support Engineer – a person responsible for solving problems that your customers may experience in Billing.
• Others you consider necessary.

Upon Billing installation there is one role already presented in your system – the Administrator Full Access role, which grants full control over Billing. However, there are two more predefined roles in the system:

• Reseller Full Access – the role is almost identical to Full Access, but a user with this role assigned does not have the privilege to configure Billing gates. A newly created reseller inherits this role.
• Customer Full Access – the role has limited privileges compared to Full Access or Reseller Full Access; a user with this role assigned has access only to his own data in CCP. A newly created customer inherits this role.

The Administrator with a Full Access role can extend existing roles with additional privileges.

Creating a role

1. Open System > Settings > Security > Roles submenu of the Navigation tree. The list of roles available in the system appears on the screen.
2. Click Add New Role. The adding new role wizard starts.
3. Fill the forms:
   • Type in a role name into the Name field. We suggest using a descriptive enough name, e.g. "Marketing Manager" as it will make easier further manipulations with the role.
   • Type in a free-form description of the role into the Description field if necessary.
4. Proceed to the next wizard step by clicking Next >> or click Cancel to leave the adding new role wizard.
5. Select a privilege or a number of them by checking boxes next to the privilege(s) name(s).

Note: To view the list of available privileges with descriptions refer to Privileges List.

6. Click Finish to finish adding new role.

Including roles into other roles

For more convenience, it is possible to include roles into other roles. E.g., you can create the "Sales Manager" user role, and include the "Marketing Manager" role in it, thus giving the “Sales Manager” role the opportunity to perform the offices of marketing manager. To include other roles to a role:

1. Open System > Settings > Security > Roles submenu of the Navigation tree. The list of roles available in the system appears on the screen.
2. Click the role you want to extend.
3. Switch to the Included Roles tab and click Add Roles.
4. Select the roles that you want to include into your role by checking boxes next to the roles(s) name(s)
5. Click Submit to extend your role.