What is meant by the terms Admin, Billing, & Service?
Quick answer: Admin, Billing, and Service are the three permission types that define what a contact can access on an account. Admin is full management access. Billing is financial-only. Service is operational-only. A contact's Account Role is built by combining these permissions.
The three permission types
Admin: full management access — account settings, contacts, scope, and both billing and service. Assigned to individuals responsible for overall account management.
Billing: financial access only — invoices, receipts, payment history, billing notifications. Useful for accounting contacts who don't need service info.
Service: operational access only — service requests, scope diagrams, storm notifications. Useful for property managers who handle winter operations but don't need financial data.
How Account Roles combine permissions
Owner holds all three permissions plus the authority to assign Admin to others. Admin contacts hold full Admin + Billing + Service. A Billing-only or Service-only contact has just that one permission. The portal shows role labels, but they're built from these underlying permissions.
Where to set permissions
Log in to the client portal at monsterportal.ca, go to Account Contacts, and edit the contact. Only Owner and Admin contacts can modify account-wide permissions.