If you would like to grant someone permission to manage invoices for your Quatrix account, you should keep in mind what user group 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.
Jailed | Associate | Pro | Admin | |
---|---|---|---|---|
File sharing | Share with
| Share with
| Share with
| |
File/folder management | View and manage
Upload files/ folders Create folders and convert them to Project folders | View and manage
Upload files/ folders Create folders and convert them to Project folders | View and manage
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 | View
| View
Create and manage personal contacts | View, create and manage
| |
Activity history tracking | Only personal | Only personal | Personal and all users activity tracking | |
Billing | Invoice management | Invoice management | Invoice management |
The table displays the comparison of predefined user groups, in case you have created your own groups with preferred permissions, make your own decision to determine who will be your billing manager.
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. |