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
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
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
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
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.
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.