Manage users
Onboard your sales team to BillPro
As an admin, you create accounts for your users and choose which merchant profiles they can access. Each user has a role that decides what they can do.
| Role | Access |
|---|---|
admin_user | Everything for the merchant: users, products, customers, orders, refunds, dashboard, payments, reports and settings. |
accountant_user | Customers, orders, refunds, payments, dashboard, reports, email notifications, currency conversion, and viewing the profile. No products, users, webhooks or invoice configuration. |
normal_user | Customers, orders, refunds and the Payments menu. Views products. |
restricted_user | Only their own customers and orders. Views products. |
Create a user
-
Sign in as a user with the
admin_userrole. -
Open the profile menu and select Users.
-
Click + at the top right of the list.
Users
-
Enter the user's First Name, Last Name and Email, and choose a Role.
-
Choose the options:
- Status:
Activeusers can sign in. - Payment Link: lets the user send payment links by email and SMS, and show links and QR codes. Leave it off if the user shouldn't request payments.
- Status:
-
Under Profiles, add the merchant profiles the user can access.
-
Click Add.
Add a user
API users
For an integration, create a user with the admin_user role and API Access on. To turn on API Access, contact BillPro.
Open the user from the Users list to see their API Token. Click the copy button to copy it.
An API user
Display and edit a user
- Open the profile menu and select Users.
- Click the user's name. The user's page shows their details, role, options, profiles and activity.
- To change the user, click Edit, make the changes, and click Save.
After you change a user's role or profiles, ask them to refresh BillPro in their browser.
Deactivate a user
- Open the user and click Edit.
- Change the status to Inactive.
- Click Save.
The user can't sign in, and shows a grey dot in the Users list. To delete a user instead, open them and click Remove.
User roles
An x means the role has access. own means only the user's own records.
| Category | Privilege | admin_user | accountant_user | normal_user | restricted_user |
|---|---|---|---|---|---|
| Dashboard and alerts | Display | x | x | ||
| Customers | Import CSV | x | |||
| Customers | Display, edit, deactivate | x | x | x | x own |
| Customers | Create | x | x | x | x |
| Products | Display | x | x | x | x |
| Products | Create, edit, deactivate | x | |||
| Taxes, discounts, fees, groups, units | Manage | x | |||
| Orders | Display, edit | x | x | x | x own |
| Orders | Create | x | x | x | x |
| Orders | Cancel, complete | x | x | x | x own |
| Orders | Refunds and reversals | x | x | x | |
| Payments | Billing Exceptions, Pending Orders, All Processed | x | x | x | |
| Email notifications | Display, activate | x | x | ||
| Currency conversion | Display, edit | x | x | ||
| Reports | Generate, download | x | x | ||
| Users | Display, create, edit, deactivate | x | |||
| Invoice configuration | Display, edit | x | |||
| Webhooks | Manage (with API access) | x | |||
| Profile | Profile Details, Processing Details (view) | x | x |
BillPro Merchant Support edits your profile and processing details for you.
Updated 10 days ago