As an admin, you can add additional user accounts in your billwerk account-settings and manage their roles and rights.
Following roles are available:
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.
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)
|Customers and Contracts|
|Outbox and Documents
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