How to Manage User Roles

Published 6/6/24

InvoiceCloud is making it easier for you to be able to manage your Biller Portal Users. To get you ready for the release, we are providing you with early access to four brand new videos.

• The Roles and Permissions Overview video introduces you to this new functionality and reviews the options available – from using pre-built, standard roles, creating roles that are specific to your organization, and audit logs.
• The How to Create and Manage Roles video walks you through the process of adding a new user to one of the pre-built roles or how to create, manage, edit, or copy new roles.
• The How to Create a New Biller Portal User and Assign a Role video shows you how to create a new Biller Portal user account, including selecting a role, how to override a user’s permission, and how you can quickly and easily grant additional permissions. Additionally, you can learn about verification emails, creating or verifying a password, and how to send a password reset.
• Lastly, viewing the How to Use the Role Audit Log video demonstrates how to view the historical data of changes that have been made to the different role permissions, including the dates and times of the changes, which Biller Portal user made the changes, and what changes they made.

Watch for the availability announcement soon, and in the meantime, explore these videos to learn more about this exciting new feature.