Overview
The Customer Billing page is only accessible to Super-Admins by default. This is to ensure the security of sensitive billing information. Super-Admins can give additional Users access to the Billing page using the Access Control List.
Contents
Before You Begin
- The Access Control List gives different access permissions to the Users in your Account. Admins and Super-Admins can create Custom ACLs to provide specific permissions to their Users to better suit their Call Center's needs than the default ACL options.
- To learn more, see Configure Admin User Access Controls.
- Convoso's Customer Billing View feature offers Admins real-time insights into their Billing.
- To learn more, see Customer Billing View.
Granting Billing Access
1.) Click the Account main menu.
2.) Click the Users menu option.
The Show Users page will open.
3.) Click the Name of a User to whom you want to give access.
The User Settings page will open on the Credentials tab.
4.) Click the Access Control List tab.
The Access Control List tab will open.
5.) If the User has a generic Admin or Agent in the User ACL drop-down, you must create a new ACL.
- See the Edit Existing ACL section below to edit one of your Custom ACLs.
6.) Click the blue Create ACL button.
7.) Scroll down to the Billing section.
8.) Configure the Admin's Billing access.
- Customer Billing - Invoice History: Click this checkbox to give access to the Invoice History tab.
- Customer Billing - Minutes/Credits: Click this checkbox to give access to the Minutes/Credits tab.
- Customer Billing - Subscription: Click this checkbox to give access to the Subscription tab.
9.) Scroll back to the top:
- (A) Type a Name into the User ACL field.
- (B) Click the blue Create ACL button to save your changes.
Your new ACL will now be available for additional Admins that you want to give access to the Customer Billing view.
Edit Existing ACL
1.) Click the blue Edit ACL button.
2.) Scroll down to the Billing section.
3.) Configure the Admin's Billing access.
- Customer Billing - Invoice History: Click this checkbox to give access to the Invoice History tab.
- Customer Billing - Minutes/Credits: Click this checkbox to give access to the Minutes/Credits tab.
- Customer Billing - Subscription: Click this checkbox to give access to the Subscription tab.
4.) Scroll to the top of the page and click the blue Save ACL button.