If you would like to grant someone permission to manage invoices for your Quatrix account, you should keep in mind what user class your future billing manager belongs to. In case you want to have the administrator that tracks and manages payments, besides administration rights there will be Billing tab available for invoice management. Pro or associate users can cover invoices together with their permissions. The table below could assist you to make a decision what user to choose as a billing administrator. 


JailedAssociateProAdmin
File sharing(error)

Share with

  • Pro users

Share with

  • Pro users
  • Associate users
  • Site contacts
  • Personal contacts

Share with

  • Pro users
  • Associate users
  • Site contacts
  • Personal contacts
  • Admins
File/folder management

(error)


View and manage

  • personal incoming and outgoing files/folders
  • Projects shared with me folder
  • shared with Pro users project folders


Upload files/ folders


Create folders and convert them to Project folders 

View and manage

  • personal incoming and outgoing files/folders
  • Projects shared with me folder
  • shared with other users project folders


Upload files/ folders


Create folders and convert them to Project folders 

View and manage

  • personal incoming and outgoing files/folders
  • Projects shared with me folder
  • shared with other users project folders


Upload files/ folders


Create folders and convert them to Project folders 


View and manage the User Homes folder (files and folders of users added by the admin)

User/ contact  management(error)

View 

  • Pro users

View

  • Pro users
  • Associate users
  • Jailed users
  • Site contacts


Create and manage personal contacts

View, create and manage

  • Pro users
  • Associate users
  • Jailed users
  • Site contacts
  • Personal contacts
  • Admin
Activity history tracking(error)Only personalOnly personalPersonal and all users activity tracking 
Billing (error)Invoice managementInvoice managementInvoice management

How to assign a Billing permission

You can grant the access to Billing while adding or editing the user on the Administration tab. 


If you delegated Billing to your users, don't forget to add their emails to the Billing BCC on the Service Settings sub-tab of the Administration tab so that they could receive emails about billing transactions.