You can easily manage the user permissions in the Account settings. The Account settings can be found by clicking the gear icon in the top right corner of the platform and selecting 'Overview'. Then navigate to the User permissions tab.
❗ Note: If you cannot access the Accounts settings or the billing information, it means you were not given permission. Click here, to learn how to grant or receive access to Account settings.
In this section, you can add users to grant them access to (parts of) the Account settings. By default, access to the Account Settings on our platform is granted only to the email address associated with the payment account. However, this email can authorize other users to access this area.
You can also view users with administrative rights, adjust their permissions, remove users from the Account settings, and track any pending invitations.
Follow the steps below in order to give permissions to a user.
Click on 'Add Billing User' and enter the name and the email address of the user. Select the user permissions you want to assign. You can choose from the following options:
See Billing Details: Grants access to the Billing and Subscriptions tab.
See Invoice Details: Grants access to the Invoices tab.
Manage Users: Grants access to the User Permissions tab.
Accept the invitation: After the email address is added, an invitation email will be sent to the user. The user needs to open the email and accept the invitation.
Access Account settings: Once the invitation is accepted, the user can log in to our platform and access the Account Settings based on the permissions granted.
❗It's important to note that the 'User permissions' are not meant to add users to use the platform. This is only for access to the Account settings. If you want to add users to the platform so they can use the tools, please read the instructions here.