What is meant by the terms Admin, Billing, & Service?
This document provides an overview of the different permission levels associated with contacts within an account at Monster Plowing Company. Understanding these roles is essential for effective account management and ensuring that each contact has the appropriate access to billing and service functionalities.
Permission Levels
Within an account, there are three primary permission levels that can be assigned to contacts: Admin, Billing, and Service. Each of these roles plays a crucial part in defining what actions a contact can perform and what information they can access.
Admin Role
The Admin role is designed for contacts who require comprehensive access to all account functionalities. Admins can manage account settings, oversee billing processes, and handle service requests. This role is typically assigned to individuals responsible for the overall management of the account.
Billing Role
Contacts assigned the Billing role have specific permissions related to financial transactions and billing inquiries. This role allows individuals to view invoices, process payments, and manage billing information without granting them full administrative access.
Service Role
The Service role is intended for contacts who need to manage service-related tasks. This includes scheduling services, tracking service requests, and communicating with service personnel. While they have access to service functionalities, they do not have the same level of access to billing or administrative settings.
Defining Account Roles
A contact's Account Role is determined by the combination of these permissions. By carefully assigning the appropriate roles, organizations can ensure that each contact has the necessary access to perform their duties effectively while maintaining the security and integrity of the account.