Teammate roles and permissions

We understand how important it is to make sure your team have the correct access to your Billsby account.

With teammate roles, you're now able to assign your teammates different roles when adding them to your account. The role will determine what permissions the teammate has within your company account, preventing them from accessing certain areas and performing certain actions.

Currently, the available roles you can select for your teammates are:

The admin role allows the user to control everything in a Billsby account. This includes adding additional users (teammates) and defining their role.

The developer role has access to everything except the account information, company plan, billing or teammates.

The editor role allows the user to view all of the account content and make changes to customers, subscriptions, products, plans and cycles and account configuration. They will not be able to change any of the company account information, company plan, billing or teammates and will not have access to the API, the embed code and the integrations menu.

The viewer role allows the user to see all of the customer, subscription and reporting information, but will not let them make any changes.

For more information, see our documentation.