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Role: Billing Management

The Billing Management role in the AuditBLOOM system is assigned to users who are responsible for the financial aspects of the organization. This role allows users to effectively manage subscription plans, process invoices, and monitor financial transactions, ensuring transparency and accuracy in financial operations.

Capabilities​

  • Manage Organization’s Subscription Plans: Modify subscription plans to meet the organization’s needs.
  • Set up Plan Renewal: Automatically renew the subscription plan based on the established parameters.
  • Create and View Invoices: Generate new invoices and view existing ones for payments.
  • Create and Edit Payers: Add new payers and update information for existing payers.
  • View Balance: Monitor the current balance of the organization.
  • View Transaction History: Access the detailed history of all financial operations.

Notes​

  • Financial Responsibility: Users with this role must adhere to the organization's financial policies and ensure the accuracy of financial data.
  • Data Security: Ensure proper protection of financial information and limit access to authorized users only.

Frequently Asked Questions (FAQ)​

Question: Who can assign the "Billing Management" role?

Answer: The "Billing Management" role can only be assigned to users with "Administrator" or "User Management" privileges.

Question: Can a user with the "Billing Management" role change the subscription plan without administrator approval?

Answer: Yes, the "Billing Management" role allows changing the subscription plan according to the organization's needs.