Roles and permissions

Give billing staff and customers the access their work needs.

Permissions

Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.

TableBilling ManagerBilling OperatorSupportCustomerFinance Viewer
transaction
DunningCasesNo table-specific permission stated Manage / maintain: Manage DunningCases and scheduled notices within accepted policyNo table-specific permission statedNo table-specific permission statedNo table-specific permission stated
  • Billing ManagerReview configured proration, tax and collection policyNo own approval, direct settled-state invention or issued-document edits
  • Billing OperatorView permitted billing historyNo plan publication, financial self-approval, raw card data or unilateral accepted-term changes
  • SupportView assigned customer subscription dates, issued invoices and public usage summariesCreate scoped customer change requests with recorded evidenceRoute disputes to Billing OperatorNo price changes, financial approval, provider tokens, unrestricted exports or other-customer access
  • CustomerNo staff records, financial edits, approval or other-customer documents
  • Finance ViewerView seller-entity scoped billing, collection and subscription reportsExport authorised summaries with sensitive tokens maskedNo changes, financial decisions or collection execution
Manage / maintain View Specific actions— No table-specific permission statedPermissions also apply to agents

How permissions work

5 rules

Billing Operator prepares plans, runs and credits; Billing Manager independently approves the current revision.

Customer reads only their own issued documents and permitted usage, and accepts only their account’s terms.

Support sees assigned account context without payment tokens or financial control.

Admin configures connections without financial approval rights.

Finance Viewer can export authorised seller-entity summaries while protected token fields remain masked.

The roles

Billing Manager

Independently approve PricePlans, BillingRuns, BillingAdjustments, CreditNotes, RefundRequests and UsageEvents corrections.

Permissions and screens
  • Independently approve PricePlans, BillingRuns, BillingAdjustments, CreditNotes, RefundRequests and UsageEvents corrections
  • Review configured proration, tax and collection policy
  • Investigate PaymentAttempts and financial exceptions
  • No own approval, direct settled-state invention or issued-document edits
Billing Runs Awaiting ReviewSubmitted
Run NumberSubscriptionPeriod StartPeriod End
Credits Awaiting ApprovalSubmitted
Credit NumberInvoiceCredit DateCurrency
Billing Corrections Awaiting ReviewSubmitted
Adjustment NumberSubscriptionOriginal Invoice LineNet Delta
Billing Operator

Prepare Customers, PricePlans, SubscriptionChanges and BillingRuns.

Permissions and screens
  • Prepare Customers, PricePlans, SubscriptionChanges and BillingRuns
  • Investigate UsageEvents and create authorised correction proposals
  • Prepare BillingAdjustments, CreditNotes and RefundRequests
  • Manage DunningCases and scheduled notices within accepted policy
  • View permitted billing history
  • No plan publication, financial self-approval, raw card data or unilateral accepted-term changes
Usage ExceptionsReceived
Event NumberSubscriptionMeterOccurred At
Pending Subscription ChangesSubmitted
Change NumberSubscriptionChange TypeEffective At
Quantity
Open InvoicesIssued
Invoice NumberCustomerInvoice DateDue Date
Support

View assigned customer subscription dates, issued invoices and public usage summaries.

Permissions and screens
  • View assigned customer subscription dates, issued invoices and public usage summaries
  • Create scoped customer change requests with recorded evidence
  • Route disputes to Billing Operator
  • No price changes, financial approval, provider tokens, unrestricted exports or other-customer access
Customer Invoice HistoryIssued
Invoice NumberInvoice DateDue DateCurrency
Customer

Read own Customers, Subscriptions, issued Invoices, issued CreditNotes and permitted UsageAggregates.

Permissions and screens
  • Read own Customers, Subscriptions, issued Invoices, issued CreditNotes and permitted UsageAggregates
  • Accept own offered terms and submit SubscriptionChanges
  • Add or revoke own hosted PaymentMethods through provider flow
  • No staff records, financial edits, approval or other-customer documents
Customer Invoice HistoryIssued
Invoice NumberInvoice DateDue DateCurrency
Customer SubscriptionsPending
Subscription NumberPrice PlanCurrent Period StartCurrent Period End
Finance Viewer

View seller-entity scoped billing, collection and subscription reports.

Permissions and screens
  • View seller-entity scoped billing, collection and subscription reports
  • Export authorised summaries with sensitive tokens masked
  • No changes, financial decisions or collection execution
Open InvoicesIssued
Invoice NumberCustomerInvoice DateDue Date
Settled Payment HistorySettled
Attempt NumberInvoiceAmountSettled Amount
Subscription Status BoardPending
Subscription NumberCustomerPrice PlanQuantity
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