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:
- 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).
- 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:
- 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.
- 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).
- 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:
- 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.
- 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).
- 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.