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:
  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:
  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:
  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.
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