Can I assign a separate user or department to handle billing without giving them full account access?

Can I assign a separate user or department to handle billing without giving them full account access?


Info

Yes, you can assign billing-specific roles without giving access to core application features.

Steps:  

  1. Go to User Management → Roles or Permissions

  2. Create a new role called Billing Manager

  3. Grant access to:

    • Billing Dashboard

    • Payment Method Settings

    • Invoice Downloads

    • Subscription Management

You can also set email alerts so billing contacts receive renewal or failure notices. For enterprises, multi-user billing approval workflows can be configured.