Zoey Product News

Billing Role Added to Staff Account Permissions

By Josh O'Connell on September, 11 2018

In our previously posted monthly round-up, we noted that we launched Billing Permissions for staff accounts. Previously, all billing information and capabilities was restricted to be seen by the account owner only. With our latest updates, Account Owners can grant billing permissions to staff accounts. In today's post, we'll explore what's available and how to leverage it.

What Permissions Are Granted

With this update, a number of billing related capabilities have been added. These include:

  • Gain access to the store's Billing Portal with Zoey. This is a link to our billing partner, Chargify.
  • See invoices of charges and refunds applied to the account.
  • Receiving a copy of invoices to the email address registered to that Staff Account.
  • Make changes to the billing information, such as credit card information.
  • Make changes to the plan you're on.

As such, it is not recommended Account Owners provide access to the Billing Portal unless they wish to allow a given Staff Account that level of access. This link will appear in the Account Manager section of Zoey, as it does for Account Owners. This access does not allow a Staff Account to change the Account Owner; that remains a feature solely for the Account Owner.

For Employees with Full Access

staff-account-full-access-billing

Employees who were previously granted full access do not get billing by default. Because there are scenarios where you want an employee to have everything but full access, we've added a new level called "Full Access + Billing," which enables the billing capabilities. Employees on Full Access will be able to access everything on the platform, but will not see billing information. Permissions are managed in the Account Manager, by an Account Owner, by clicking the settings (widget) icon next to the Staff Account you wish to update.

For Employees with Limited Access

staff-account-billing-role

Staff accounts that are granted limited access can receive billing access with the new Billing permissions, which has now been added to the dropdown. You'll see Billing inside the box above the dropdown when the permission has properly been added. Permissions are managed in the Account Manager, by an Account Owner, by clicking the settings (widget) icon next to the Staff Account you wish to update. The dropdown will only appear when Limited Access is selected as the access level.

Zoey is Constantly Evolving

We're adding new features and capabilities all the time to Zoey. If you haven't reviewed our comprehensive release notes lately, you're missing out on all of the improvements ready for you to take advantage of today! Click the button below to see what we've released recently:

See what's new at Zoey

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