The Business Hub Customer Administrators assign permissions based on the level of access their users need. You can assign permissions by product or function. For example, if you are a Customer Administrator and give your colleagues read-and-write access to invoices/payment and billing inquiries, they can manage your organization's billing in the Business Hub, view statements, pay invoices, and create billing tickets. If you give read-only access, they can only view billing information, not make changes to it.
To change user permissions:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with more permissions or roles have icons next to their username: Customer Administrator ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Permissions section. The Business Hub displays the permissions currently assigned to the user.
- Select the permissions you want to assign to the user:
- To add individual permissions, click the checkbox on the row for the permission.
- To add permissions for a whole section (e.g., Billing), click the checkbox on the gray bar for the section (above the column of checkboxes).
- To make the user a Customer Administrator, click the Customer Administrator toggle to turn it on.
- Click Save.
The Business Hub Customer Administrators assign permissions based on the level of access their users need. You can assign permissions by product or function. For example, if you are a Customer Administrator and give your colleagues read-and-write access to invoices/payment and billing inquiries, they can manage your organization's billing in the Business Hub, view statements, pay invoices, and create billing tickets. If you give read-only access, they can only view billing information, not make changes to it.
To change user permissions:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with more permissions or roles have icons next to their username: Customer Administrator ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Permissions section. The Business Hub displays the permissions currently assigned to the user.
- Select the permissions you want to assign to the user:
- To add individual permissions, click the checkbox on the row for the permission.
- To add permissions for a whole section (e.g., Billing), click the checkbox on the gray bar for the section (above the column of checkboxes).
- To make the user a Customer Administrator, click the Customer Administrator toggle to turn it on.
- Click Save.
The Business Hub Customer Administrators assign permissions based on the level of access their users need. You can assign permissions by product or function. For example, if you are a Customer Administrator and give your colleagues read-and-write access to invoices/payment and billing inquiries, they can manage your organization's billing in the Business Hub, view statements, pay invoices, and create billing tickets. If you give read-only access, they can only view billing information, not make changes to it.
To change user permissions:
- Sign in to Business Hub.
- Click Admin > Users.
The Business Hub lists the users for your organization. Users with more permissions or roles have icons next to their username: Customer Administrator ().
- Search for the user by doing one of the following:
- Scroll through the list of users. If you have more than 20 users, use the arrows at the bottom of the page to navigate between pages.
- Start typing part of the user's first name, last name, or username in the Search field.
- When you find the user, click the row. The Business Hub displays profile information for the user.
- Click Edit User Profile.
- Click the Permissions section. The Business Hub displays the permissions currently assigned to the user.
- Select the permissions you want to assign to the user:
- To add individual permissions, click the checkbox on the row for the permission.
- To add permissions for a whole section (e.g., Billing), click the checkbox on the gray bar for the section (above the column of checkboxes).
- To make the user a Customer Administrator, click the Customer Administrator toggle to turn it on.
- Click Save.