Setting Billing Management Permissions
By default, only the Main Contact on a TE Recruit account has access to billing-related settings such as updating the credit card information on file or viewing the agency’s invoice and payment history. If you wish to give another user who is not the main contact access to billing-related settings, you can follow the instructions below.
Note: the ability to set billing management permissions is restricted to only those users that have permission to manage users
To set billing management permissions:
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the My Agency section and then select Manage Users
- All users on the account will populate on the left side of the Manage Users page
- Click on the edit icon to the right of the person you wish to set billing management permissions for
- Under the user’s Permissions on the left side of the User Profile, click to expand the Agency section
- To the right of the Manage Billing label, set the appropriate permission
- Yes = this user can manage billing
- No = this user cannot manage billing
- Make sure to click the Save button at the bottom once your changes have been made
Additional Billing Contacts
Additional email addresses added as Billing Contacts will receive copies of all invoices generated for your agency. This provides the flexibility to include users without billing management as well as addresses not associated with a user account.
- Expand the Sidebar in the top right corner of the software and click on the Settings icon
- Click to expand the Billing section and then select Overview
- Click Manage Billing Contacts near the upper right corner
- Type in the new contact's address in the Email Address field and click the Add button
- Repeat this process for any additional contacts
- Make sure to click the Save button at the bottom once your changes have been made