Multi-User Login just got a major upgrade — giving account administrators more visibility and control over how users access the Biller Portal. These updates make it easier to manage user roles and permissions without needing outside assistance. Read on to learn more details!
What’s New
- User List
- You can now see every user associated with an account in the Users/Email tab.
- The list shows each user’s Access Level and Registration Status (Registered or Pending).
- This visibility eliminates confusion around user access levels.
- Managing User’s Access Level
- You can select any user to update their access level using a simple dropdown.
- All access levels now appear in one place, making them easy to adjust.
- A confirmation step ensures that changes are intentional before they take effect.
- Promoting and Demoting Users
Promoting Users
- When promoting a user to a higher-level access level, the Biller Portal shows which permissions they will gain.
- This includes capabilities like editing Paperless Billing settings, managing AutoPay, or updating profile details.
Demoting Users
- The confirmation step outlines which permissions the user will lose when their level is reduced.
- This transparency helps avoid mistakes and ensures you understand the impact.
- Managing Account Owners
Demoting Account Owner
- An Account must always have one, and only one Account Owner.
- When demoting an Account Owner, a new Owner must be selected.
- The confirmation dialog will request selecting the new owner for the account.
- This protects accounts from ever having “zero Owners” and prevents accidental loss of full access.
Promoting User to Account Owner
- Another registered user can be promoted to Account Owner at any time.
- New access level must be selected for the previous account owner.
- This protects accounts from ever having multiple Owners.
- Managing Account Co-Owners
- If you have Co-Owner support enabled, assigning one is now straightforward.
- The confirmation step shows exactly what permissions a Co-Owner will have.
- You can also see how many Co-Owners you can assign based on the preset limit.
Key Takeaways
- You can now manage user access levels directly in the Biller Portal.
- Guided dialogs prevent mistakes and ensure every change is fully understood.
- This is another step toward making Multi-User Login more intuitive and self-serviceable.