Creating Billing Management Roles (Billing) for Provider, Reseller, or Customer Users

You can create custom Billing Management (Billing) roles per provider, reseller, or customer.

Provider-level billing roles

To create a custom Billing Management (Billing) role for your own (provider) users:

1. Log in to PCP as an administrator with the Full Access role. Go to Billing > System > Settings and click Security in the System list. The list of available roles is displayed including these default roles:
   • Full Access
   • Reseller Full Access
   • Customer Full Access

   Note: To view the privileges included in each of these roles, follow the procedure described in Viewing Privileges of Billing Roles (Billing).

2. Click Add New Role. Follow the wizard steps. Select the necessary privileges and click Save. You have successfully created a new billing management role for your own (provider) users. For more information about Billing privileges see Privileges List.

Per reseller billing roles

To create a custom Billing Management (Billing) role for the users of a particular reseller:

1. Log in to Billing PCP as administrator with the Full Access role (click the Billing link in the top menu upon logging in PCP). Go to Operations > Resellers. All your resellers are listed.
2. Click the necessary reseller in the list. Switch to the Roles tab. The list of available roles is displayed including these default roles:
   • Full Access
   • Customer Full Access

   Note: To view the privileges included in each of these roles, follow the procedure described in Viewing Privileges of Billing Roles (Billing).

3. Click Add New Role. Follow the wizard steps. Select the necessary privileges and click Save. You have successfully created a new billing management role for the users of this reseller. For more information about Billing privileges see Privileges List.

Per customer billing roles

To create a custom Billing Management (Billing) role for the users of a particular reseller:

1. Log in to Billing PCP as administrator with the Full Access role (click the Billing link in the top menu upon logging in PCP). Go to Operations > Customers. All your customers are listed.
2. Click the necessary customer in the list. Switch to the Roles tab. The list of available roles is displayed including this default role:

   • Full Access

   Note: To view the privileges included in this role, follow the procedure described in Viewing Privileges of Billing Roles (Billing).

3. Click Add New Role. Follow the wizard steps. Select the necessary privileges and click Save. You have successfully created a new billing management role for the users of this customer. For more information about Billing privileges see Privileges List.