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Default Role Configurations

Corey Syrnyk

Stax Bill has created the following default Roles.

Role Description
Agent
  • Most common Role
  • By default, allows them access to the Customers and Invoices tabs to create and manage customers.
Administrator
  • Users have broader access to manage price components and reporting and account level settings
  • By default, allows them access to the Customers, Invoices, Reports, Catalog and Settings tabs
IT Admin
  • Unique default role that only allows User to Create Users and Add or modify Roles
  • Only have access to the Permission tab
  • Role is LOCKED so cannot be modified
Accountant
  • Has access to most areas of the system including Dashboards, Reports, Customers, Invoices, Catalog and some Settings
  • The only default role that is given access to the Accounting page in the Settings tab

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

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