Billing and Receivables Portal user roles
This table shows a high level overview of the tasks that can be performed by each role:
| User role | Tasks |
|---|---|
| Receivables Administrator | Add customer representatives Approve access requests |
| Receivables Manager | Add customer representatives Approve access requests |
| Customer Representative, primary contact The first customer representative granted portal access is considered the primary contact and admin. for their company. |
Request portal access Add secondary contacts Update account information |
| Customer Representative, secondary contact |