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Roles & Access

What are the types of license roles and what can they do?

 

This article is specifically referring to license roles within a company. These rolls only control billing and license access and not the permissions to any sign data. For an explanation of the difference between licenses and permissions see this article.

 

Instructions for changing a Billing Owner or adding Admins, Members, and Guests can be found here:

Billing Owner - Singular

There is only one Billing Owner in a company. They are primary user who can make changes to the license and users. This role is typically held by an owner, department lead, or admin contact. They are the only user who can:

  • Increase or decrease license value
  • Cancel the license
  • Add a credit card for online payment
  • Automatically receive emailed invoices
  • Replace themselves as the billing owner with another user 

They also have the ability to do the following (which is shared by Admins)

  • Invite or remove users from the company. 
  • Activate or deactivate a user's license 

A user can be connected to a company without being granted a license. Adding and removing users is separate from activating or deactivating their license. 

  • Change a user's role within the Company between Admin, Member, Guest

Admin - Multiple

Admins are users who have control over other user's licenses. This role is typically held by managers who are not involved with billing but need to control other user's access to the license. They can:

  • Invite or remove users from the company.
  • Activate or deactivate a user's license
  • Change a user's role within the Company between Admin, Member, Guest
  • View billing details

Member - Multiple

Members are users who are attached to the company and can view license and billing details but not change them. This role is typically held by those who are internal staff but not involved with billing.

  • View billing details
  • View the license status of other user's in the company

Guest - Multiple

Guests are users who are attached to the company but given no visibility or editing access. This role is typically held by external contractors whose access is paid for by the company but should not have access to any user or billing information. 

  • They CANNOT access information other than their own account settings