About billing users
All billing users receive invoices as PDF files.
Only the primary billing user receives payment receipts.
The first billing users are created during your onboarding process.
Billing users cannot be edited. Create a new user and delete the old one to update details.
There can only be one primary billing user. You must assign the role to another user before you can delete a primary billing user.
About billing user permissions
Billing users have access to the self-service Billing portal where they can:
Pay invoices and set up automatic payments
View and update payment details
Download invoices and adjustments
Create and manage other billing users
Assign the primary billing user role
Add a billing user
When adding a billing user, you can either:
Choose an existing SiteMinder user with General or Admin permissions
Create a new user who will only have billing access
To add a billing user:
Click on My apps at the top right > select Billing.
On the Billing users page, click on Add billing user.
Select Existing to choose from your SiteMinder platform users, or select New to create a billing-only user.
Click on Add. A notification e-mail will be sent to the added user.
Assign a primary billing user
Before assigning a primary billing user, first add them as a billing user.
To assign the primary billing user:
Click on My apps at the top right > select Billing.
Click on the Billing users tab.
On the Billing users page, find the billing user you want to assign as primary billing user and click on the edit button (pencil icon).
Select Assign role of primary billing user.
Click Assign to confirm.
Delete a billing user
To delete a billing user and revoke their access to your Billing portal, follow the steps below:
Click on My apps at the top right > select Billing.
On the Billing users page, find the billing user you want to delete and click on its edit button (pencil icon).
Select Remove from the Actions menu.
Click Remove to confirm.
Note: to delete a primary billing user, you must first make another user the primary billing user. After that, you can delete the previous primary billing user.