Merchant profiles

Easily switch between your different businesses in BillPro

With merchant profiles, you can work for more than one merchant business with one BillPro user. You switch between profiles without signing out.


Choose a profile when you sign in

If you can access more than one profile, BillPro asks you to choose one after you sign in. Click the arrow beside the profile.

Choose a profile to continue, with two profiles

Choose a profile

BillPro opens Home for that profile, and shows the profile name above your name at the top right. What you can do depends on your role in that profile. See Manage users.


Switch profiles

  1. Open the profile menu at the top right.
  2. Click Switch Account.
  3. Select the profile.
The profile menu with Switch Account

Open Switch Account

The list of profiles to switch to

Select a profile


Alerts

Alerts belong to each profile. To see another profile's alerts, switch to it. See Alerts.


API credentials per user

Each user has one API token for all the profiles they can access.

👍

One API user per merchant profile

We recommend one API user for each merchant profile.

If an API user can access more than one profile, each API request must name the profile to use. An admin can get the user's token:

  1. Open the profile menu and select Users.
  2. Open the API user. Their API Access must be on.
  3. Copy the API Token. The user's Profiles are listed on the same page.

The profile ID is the number after /profiles/ in the BillPro address when you work in that profile.

A user with API Access, their profiles and API token

An API user

For more details, see Get started with the BillPro API.


Did this page help you?