Stax Bill has created the following default Roles.
Role | Description |
---|---|
Agent |
|
Administrator |
|
IT Admin |
|
Accountant |
|
Here is a reference list of the default permissions given to each of the system-defined roles.
Permission | Agent | Administrator | IT Admin | Accountant |
---|---|---|---|---|
Dashboard | X | X | ||
Net Earned Revenue | X | X | ||
Net Collections | X | X | ||
MRR | X | X | ||
Customers | X | X | ||
Subscriptions | X | X | ||
Reports | X | X | ||
Customer | X | X | ||
Subscription Reporting | X | X | ||
MRR | X | X | ||
Calendar | X | X | ||
Collections | X | X | ||
Ledger | X | X | ||
Reconciliation | X | X | ||
Cash | X | X | ||
AR Balance | X | X | ||
Taxes Payable | X | X | ||
Earned Revenue | X | X | ||
Deferred Revenue | X | X | ||
Write Offs | X | X | ||
Credit | X | X | ||
Opening Balance | X | X | ||
Audit Log | X | X | ||
Custom | X | X | ||
Customers | X | X | ||
CSV Download | X | X | ||
Create Customer | X | X | X | |
Customer | X | X | X | |
Overview | X | X | X | |
Contact | X | X | X | |
Tracking Data | X | X | X | |
Integrations | X | X | X | |
Addresses | X | X | X | |
Billing Settings | X | X | X | |
Payment Methods | X | X | X | |
Subscriptions | X | X | X | |
Purchases | X | X | X | |
Transactions | X | X | X | |
Draft Invoices | X | X | X | |
Posted Invoices | X | X | X | |
Statements | X | X | X | |
Payments | X | X | X | |
Credits | X | X | X | |
Emails | X | X | X | |
Audit Log | X | X | X | |
Invoices | X | X | X | |
Invoice Summary | X | X | X | |
Invoice Aging | X | X | X | |
Draft Invoices | X | X | X | |
Posted Invoices | X | X | X | |
Catalog | X | |||
Products | X | X | ||
Plans | X | X | ||
Plan Families | X | X | ||
Discounts | X | |||
Coupons | X | |||
GL Codes | X | X | ||
Settings | ||||
Contact | X | |||
Display | X | |||
Timezone | X | |||
Currencies | X | |||
Developer Tools | X | |||
Integrations | X | |||
Billing | X | X | ||
Invoices | X | X | ||
Statements | X | X | ||
Addresses | X | |||
Accounting | X | |||
Taxes | X | X | ||
Gateways | X | |||
Emails | X | |||
Custom Fields | X | |||
Sales Tracking Codes | X | |||
Hosted Pages | X | |||
Notifications | X | X | X | X |
Report Exports | X | X | X | X |
Permissions | X | |||
Users | X | |||
Roles | X |