| Concepts / Security | |
| Access | |
| Read | Login |
| See Full Account | |
| See Billing Transactions | |
| See Payment Transaction data | |
| See Electronic Transaction data | |
| See Document History but not individual items | |
| See User | |
| See Tickets | |
| See some Lists | |
| Access Help Menu items | |
| Write | Add/Edit Account |
| Suspend Account | |
| Add/Edit Account, User, Service Notes | |
| Add/Edit Payment Method | |
| Process Payments | |
| Add/Edit Users | |
| Add/Edit Services | |
| Add/Edit Tickets | |
| Add/Edit Appointments | |
| Add/Edit Employee Schedules | |
| Add an Option Set | |
| Customize Display Settings (My Items) | |
| Billing Read | Add/Edit Service Definitions |
| Add/Edit Service Definition Notes | |
| Add/Edit Package Definitions (except Package Elements) | |
| Run Reports except FCC and CDR Billing | |
| Billing Write | Add Package Elements |
| Schedule/Process Price Changes | |
| Add/Edit Bundles, One Time Items, Recurring Fees | |
| Add/Edit Promotions | |
| Add/Edit Invoice Fees | |
| Add/Edit Sales Items | |
| Add/Edit Invoices and Billing Statements | |
| Add/Edit Sales Returns | |
| Add/Edit Refunds | |
| Add/Edit Service Level Agreements | |
| Run FCC and CDR Billing Reports | |
| Configuration | Add/Edit Virtual Companies |
| Add/Edit Account Profiles | |
| Add/Edit Lists | |
| Add/Edit Federal USF reporting | |
| Add/Edit Tax/Fee Items | |
| Add/Edit Tax Group Items | |
| Add/Edit Issue Classes | |
| Add/Edit Ticketing Queues | |
| Add/Edit Batch Processing | |
| Add/Edit POPs/Access Points | |
| Add/Edit Authorized Users |
Billing Administrator is a place holder to create access based on special needs. Currently the Super User level is reserved for special use cases for BillMax support.
Authorization Roles stored in the BillMax List bxroles are a short cut for specifying a set of Authorization Levels that may be selected when a new Authorized User is added to the system. The Value for the List Entry should be the sum of the desired Levels.