Billing Contact: Permissions & Access¶
The Billing Contact roles is intended only to be assigned to a user who already has another role on your portal, but it is possible to use it as a standalone role (although we do not recommend this).
Full Access - Can create, read, update and delete. Access to all functionality in this part of Our Cat Herder.
Partial Access - Has partial access to create, read, update and delete. See further details below for specifics.
Read/View Only - Can only read/view. Has no ability to create, update and delete.
No Access - Cannot Access this area of Our Cat Herder at all.
|Start Page||Full Access|
|Decision Maker||Read/View Only|
|Activity Log||No Access|
|Export Contact List|
|Set Member Term|
|Update Member Email|
|Update Member Name|
|View Members Details|
|View Non-Members Details|
|Resend Member Invite|
|Enforce Two Factor Authentication for all members|
|Create Discussion Group|
|See Private Group||If Invited|
|See Public Group|
|Join Private Group||If Invited|
|Join Public Group|
|Edit Public Group Details||If group owner|
|Edit Private Group Details||If group owner|
|Delete Group||If group owner|
|Delete Discussion Thread|
|Create Discussion Thread|
|Edit Discussion Reply||Own, not other members|
|Post Reply in Thread|
|Delete Thread Reply||Own, not other members|
|Edit Thread Notification Settings||Own, not other members|
|View Mode||If Invited/Created|
|Edit Meeting Types|
|Delete Meetings||If Created|
|Edit Meeting Details||If Created or set as meeting chairperson|
Please note that meetings are configurable on a meeting to meeting basis to allow members without specific roles access to features their role would not ordinarily have access to.
If a member created a meeting OR are set as the meeting chairperson they have full control of this meeting only.
|View Actions||Assigned Actions Only|
|Update Actions||Assigned Actions Only|
|Search Decisions||Only ones invited too|
|Add members to proposal|
|View Proposals||When invited to vote|
|Vote on Proposals||When invited to vote|
|View Mode||Folders invited to|
|Upload Files||In folders invited to|
|Create New Folders||In folders invited to|
|Cut & Paste Files|
|Cut & Paste Folders|
|Change Folder Access|
|Add Link||Full access|
|Edit Link||Full access|
|Delete Link||Full access|
|Search Links||Full access|
Billing Contact Role Video¶
Updated: 25 June 2020