How can I manage user administration and set roles and rights?

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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.

newuser1.jpg

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.

newuser2.jpg

 

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.

newuser3.jpg

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
User Accounts
rw - - - - -
Payment Settings
rw - - - - -
Payment Escalation
rw - - - - -
Tax Policies
rw r r rw r r
Billing 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 -
Outbox and Documents
           
all areas rw - rw rw - -
Logs            
all areas r - 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
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