Skip to main content

Understanding Billing Access Settings for Staff

The 'Billing Access' column in the Team & access list shows each staff member's level of access to billing information. This article explains the options.

The 'Billing Access' column in the Team & access list shows each staff member's level of access to billing information. This article explains the options.

Team & access — Billing Access column in staff table

Team & access — Billing Access column in staff table

What You Can Do

  1. Navigate to Team & access.
  2. In the Firm staff table, find the 'Billing Access' column.
  3. The Firm Owner's billing access is set to 'Always' — this cannot be changed.
  4. For other staff, billing access can be set to: 'Always', 'Never', or 'Client-specific'.
  5. Restricting billing access for staff members prevents them from viewing subscription and payment details.
  6. To change a staff member's billing access, click their action menu (⋮) and select 'Edit permissions'.

💡 Good to Know: Best practice: restrict billing access to Owners and Admins to protect sensitive financial information.

💡 Good to Know: Staff with billing access can view but not change billing settings (unless they also have an Admin or Owner role).

Related Articles

→ Understanding Firm Roles and Permissions

→ Managing Team Members and Roles

Was this article helpful?

Your feedback helps us improve our documentation.