Access Requirements
To view and manage billing and payment information, a user must be assigned to a group with the following permissions:
View payments and financial reports
Manage agreements, subscriptions, and make payments
Without both permissions, users may experience limited visibility or restricted functionality within the billing section.
Steps to Create a New Group with Billing Permissions
In the dark sidebar, click People.
From the light grey sidebar, select Groups & Permissions.
Click + New Group in the top-right corner of the screen.
Enter a name for the group.
Under permissions, select:
View payments and financial reports
Manage agreements, subscriptions, and make payments
Scroll down and click Save.
Steps to Add a User to the Group
In the dark sidebar, click People.
From the light grey sidebar, select All.
Search for the user and open their profile.
Under Groups, select the newly created group.
Scroll down and click Save to apply the changes.