Configuring the client area

Configuring the client area means configuring the client's profile, adding users and establishing their permissions. All these settings are available in the left menu of the BILLmanager 5 interface.

User settings

When you register an account, BILLmanager creates a default user. If necessary, you can change the user settings under which you log in to your client area.

All information about the client is available in the Profile and User settings in the Client section.

Client profile

User settings

In the user settings, you can:

• change your password to access your client area;
• change the interface language;
• configure authorization via social networks;
• subscribe/unsubscribe to newsletters from your service provider;
• select the avatar that will be displayed in correspondence with technical support;
• edit the number of lines displayed on the page.

Adding a new user

You can give access to your client area to third parties. For example, to an accountant to manage accounts and documents or to a system administrator to communicate with technical support specialists. To add a new user, enter Tools → Add user.

Adding a new user

Then you can manage users in Client → Users:

• create a new user;
• edit user data;

• delete a user;
  

  Note:

  You will not be able to delete the first user by yourself. To do this, you need to contact your provider.
• enable/disable a user;
• edit user permissions.

Managing users

User permissions

You can change the permissions of users to perform certain actions. To do this:

1. Enter Client → Users → select the user → press the Perm. button.
2. Hold down the Ctrl key and select the permissions you want to assign to the user.

3. Press Enable and confirm the action.
   

   User permissions