Billing role
Aaron
Yes! So many platforms do not take this into account and I have to give full admin rights to accountants :(
Steven
Aaron: can you not just give them Read-Only access? Just curious, because I haven't gone through the differences between admins & read-only...but is there something they need to do that the Read-Only access doesn't allow for? Interested because I will need to be granting access to our accounting folks as well, and want to make sure I give them all the access they need.
Aaron
Steven: I originally gave our accountant read-only access... then they sent me a screenshot showing the entire Billing menu is missing from that permission level. I had to give full admin for them to be able to even
see
the billing information.Steven
Aaron: Yes, I see that now after creating a test acct as Read Only...thanks for the info.
Also, in case anyone was interested in other missing items:
Under the "Reporting" menu, "Scheduled Reports" is missing, and the "Total Requests", "Queries Per Second" and "Top Requests" graphs show nothing at all while viewing as Read Only.
The entire "Integrations" menu is missing.