As an admin, you can add additional user accounts in your billwerk account-settings and manage their roles and rights.
Following roles are available:
- Administrator
- Products
- Operations
- Finance
- Reports
- Templates
Add new user
Go to "Settings > Account > User Accounts" and insert the users e-mail address. Then press the "Add"-button.
billwerk sends an invitation-mail to this e-mail address automatically which includes an confirmation-link the user can click to finish the registration.
In the "User Accounts" you can see if a user has already finished the registration or if the account ist not confirmed yet. By clicking the mail-button you can resend the confirmation request mail.
Manage user role
Every new user can't see any menu items and has no given rights after the registration except of editing his personal user data. By clicking the edit-button (
) the line changes to the edit mode so user rights are assignable and the user name can be changed.
Rights
Roles in billwerk are defined with a bundle of rights. Following roles and rights are available ("rw" = read and write, "r" = read only, "-" = no access)
| Admininstrator | Products | Operations | Finance | Reports | Templates | |
|---|---|---|---|---|---|---|
| Settings | ||||||
| Company | rw | r | r | r | r | r |
| Sales Entities |
rw | r | r | r | r | r |
| User Accounts |
rw | - | - | - | - | - |
| Payment Settings |
rw | - | - | - | - | - |
| Payment Escalation |
rw | - | - | - | - | - |
| Taxes |
rw | r | r | rw | r | r |
| Billing | rw | r | r | r | r | r |
| General Document Settings |
rw | r | r | r | r | r |
| Sequences | rw | r | r | r | r | r |
| PDF-Templates |
rw | r | r | r | r | rw |
| Accounts | rw | r | r | rw | r | r |
| Debitor Ids | rw | r | r | rw | r | r |
| Export Settings |
rw | r | r | rw | r | r |
| Custom fields |
rw | r | r | r | r | r |
| Webhooks | rw | - | - | - | - | - |
| Self-Service | rw | r | r | r | r | rw |
| Dashboard | ||||||
| KPI Charts | r | - | - | - | r | - |
| Log lists |
r | - | r | - | - | - |
| Products | ||||||
| all areas | rw | rw | r | r | - | - |
| Customers and Contracts | ||||||
| all areas | rw | - | rw | r | r | - |
| Documents |
||||||
| all areas | rw | - | rw | rw | - | - |
| Logs | ||||||
| audit log | r | - | r | - | - | - |
| all other areas | - | - | r | - | - | - |
| Activities | ||||||
| Account Reconciliation |
rw | - | rw | - | - | - |
| Accounting Export | r | - | - | r | - | - |
| Reporting | r | - | - | - | r | - |
| Handling Fees |
rw | - | rw | - | - | - |
Good to know:
- Besides the rights and roles, every user is able to change his personal data and password
- Except of the role "administrator" every role can be granted in any possible combination