Teammates - Different levels of access
complete
C
Craig Jackson
complete
M
Marcelo
When will this be completed
M
Marcelo
Definitely need to do this asap
C
Craig Jackson
We're planning on adding the following user roles to Billsby and we'd like to hear your feedback on them.
Admin
The admin role will allow the user to control everything in a Billsby account. This includes adding additional users (teammates) and defining their role.
Developer
The developer role will have access to everything except the account information, company plan, billing or teammates.
Editor
The editor role will allow 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.
Agent
The agent role will allow the user to view and edit customers, subscriptions, discounts and coupons. They will be allowed to view products, plans, cycles, add-ons and allowances also, but will not be able to edit these. This role will not be able to access any reporting content, account settings, integrations, APIs, embed codes or account billing settings.
Viewer
The viewer role will allow the user to see all of the customer, subscription and reporting information, but will not let them make any changes.
N
Nathan Colley
in progress
H
Hyde Phillips
Customer information security & privacy is really important here to meet GDPR standards! Suggest being able to restrict access based on products, so only members who oversee that product (e.g. a specific location or service provider) have access to its associated customers. Also agree about dashboard with income.
A
Andji Dieuveille
Hurry please
N
Nathan Colley
planned
Marcelo Palomo
This should be handled as soon as possible. What if a teammate wants to refund all your clients before he quits. There is too much liability on this end. How hard would it be to implement this in a month?
B
Bienvenido Tapia
Marcelo Palomo: I completely agree. I also do not want an employee to be able to see things like my total monthly income, etc. This needs to be implemented as soon as possible.