Appearance
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).
Icon Key
Overview
| Area | Access |
|---|---|
| Dashboard | Full Access |
| Members | Read/View Only |
| Discussions | Partial Access |
| Meetings | Partial Access |
| Actions | Partial Access |
| Decisions | Read/View Only |
| Documents | Partial Access |
| Links | Full Access |
| Settings | No Access |
| Billing | Full Access |
| Activity Log | No Access |
Members
| Activity | Permissions |
|---|---|
| Add Member | No Access |
| Export Contact List | No Access |
| Add Action Assignee | No Access |
| Delete Members | No Access |
| Add/Remove Roles | No Access |
| Set Member Term | No Access |
| Update Member Email | No Access |
| Update Member Name | No Access |
| View Members | Full Access |
| View Action Assignees | Full Access |
| View Members Details | Full Access |
| View Action Assignees Details | No Access |
| Resend Member Invite | No Access |
| Enforce Two Factor Authentication for all members | No Access |
Discussions
| Activity | Permissions |
|---|---|
| Create Discussion Group | Full Access |
| See Private Group | If Invited |
| See Public Group | Full Access |
| Join Private Group | If Invited |
| Join Public Group | Full Access |
| Edit Public Group Details | If group owner |
| Edit Private Group Details | If group owner |
| Delete Group | If group owner |
| Delete Discussion Thread | No Access |
| Create Discussion Thread | Full Access |
| Edit Discussion Reply | Own, not other members |
| Post Reply in Thread | Full Access |
| Delete Thread Reply | Own, not other members |
| Edit Thread Notification Settings | Own, not other members |
Meetings
| Activity | Permissions |
|---|---|
| View Mode | If Invited/Created |
| Create Meeting | Full Access |
| Edit Meeting Types | No Access |
| 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.
Actions
Decisions
| Activity | Permissions |
|---|---|
| Search Decisions | Only ones invited too |
| Create Proposal | No Access |
| Add members to proposal | No Access |
| View Proposals | When invited to vote |
| Vote on Proposals | When invited to vote |
Documents
| Activity | Permissions |
|---|---|
| View Mode | Folders invited to |
| Upload Files | In folders invited to |
| Create New Folders | In folders invited to |
| Cut & Paste Files | No Access |
| Cut & Paste Folders | No Access |
| Re-Order Files | No Access |
| Re-Order Folders | No Access |
| Change Folder Access | No Access |
| Replace/Update Files | No Access |
| Delete Files | No Access |
| Delete Folders | No Access |
Links
| Activity | Permissions |
|---|---|
| Add Link | Full access |
| Edit Link | Full access |
| Delete Link | Full access |
| Search Links | Full access |
Settings
No Access.Billing
Full accessActivity Log
No Access.Reports
No Access.Billing Contact Role Video
Coming Soon