Efficlose

Billing Role

Billing permissions, payment management, subscription management.

Billing Role

The Billing role provides specialized access for managing billing and subscriptions without full administrative privileges.

Billing Permissions

Billing users can:

  • View Billing: Access billing dashboard and subscription details
  • Payment Management: Update payment methods and billing information
  • Subscription Management: View subscription plans and usage
  • Invoice Access: View and download invoices
  • Usage Monitoring: Monitor usage limits and consumption
  • Plan Information: View available plans and features

Payment Management

Billing users can:

  • Add, update, or remove payment methods
  • Update billing address and contact information
  • View payment history
  • Download invoices and receipts
  • Set up automatic payments

Subscription Management

Billing users can:

  • View current subscription plan
  • See plan features and limits
  • Monitor usage against limits
  • View upgrade/downgrade options
  • Access billing support

Limitations

Billing users cannot:

  • Change subscription plans (upgrade/downgrade)
  • Cancel subscriptions (only Owners can do this)
  • Access content or team management features
  • Modify organization settings
  • Invite or manage team members
  • View or manage content

Tip: The Billing role is perfect for finance team members who need to manage payments and invoices without access to content or team management.