Users & roles
Creating a new user
First, to navigate to the Users screen, simply click on the Settings menu item in the left-hand main navigation and click the Users link under the Security menu heading.
The Users screen lists all the users currently set up on your account, allowing you to perform some quick actions on each listing.
To add a user to your account, click the Create User button at the top-right of the screen.
Step 1 - Details
| Field | Description |
|---|---|
| Email Address | An email address for the user you're about to create, generally you want this to be something only they alone have access to in the name of account security. |
| Description | The user's name or some form of description to easily identify who the user is. |
Once done, click the Next button to proceed to the next step.
Step 2 - Password
| Field | Description |
|---|---|
| Generate | If Automatic is selected, Billingbooth will generate an 8 character length password comprised of lower and uppercase alphanumeric characters as well as symbols. It will then send this password to the designated email address given in the previous step. If Manual is selected, two new fields will appear called Password and Confirm whereby you manually specify the password you want to give the user in the Password field and then type the same password again in the Confirm field. |
Once you're done, click Create user to create the user as is or Create user & edit to create the user and amend details for the user.
Suspending or re-activating a user
Suspending a user will stop them being able to access Billingbooth using their account, this doesn't delete the account and can be reactivated to restore access.
To bulk suspend or reactivate users
Click the Settings icon in the left-hand main navigation and then click Users under the Security heading in the sub-menu that appears. This will take you to the Users screen.
From here, use the checkboxes to the left of the user listings to select the user(s) you wish to suspend or reactivate, once done, click the Change Status dropdown button and either select Active or Suspended depending on if you wish to reactivate or suspend the selected users.
A modal will appear to indicate the change is complete.
Changing a user password
If a user is struggling to login to their account, they have the ability to click the forgotten password link on the login screen to reset their own password. However, there may be times where you must manually reset a user's password manually.
To do this, click the Settings icon in the left-hand main navigation and then click Users under the Security heading in the sub-menu that appears. This will take you to the Users screen.
Find the user who needs their password changing in the user listings and click the Change Password button in their respective Actions column.
A modal window will appear, allowing you to specify a new password for the user, enter the password in the New password field and then confirm the password by typing it again in the Confirm password field.
INFO
Passwords must be at least 6 characters long.
You can also specify if you wish to notify the user of their password change, setting the Notify user? field to Yes will send them an email informing them of the change.
Once you've filled in the fields as necessary, simply click the Change password button to complete the change.
A modal will appear to indicate the change is complete.
Deleting a user account
To delete a user account, click the Settings icon in the left-hand main navigation and then click Users under the Security heading in the sub-menu that appears. This will take you to the Users screen.
Find the user who needs their account deleting in the user listings and click the Delete button in their respective Actions column.
A modal window will appear, asking if you're sure you wish to delete the user account, clicking the Yes, delete button will delete the account.
WARNING
The action of deleting an account cannot be undone.
A modal will appear to indicate the account has been deleted.
IP Restrictions
This feature is for when you wish to restrict access to a user account so it can only be accessed from specific IPv4/IPv6 addresses.
To add these IP addresses to a user account, click the Settings icon in the left-hand main navigation and then click Users under the Security heading in the sub-menu that appears. This will take you to the Users screen.
Find the user who you wish to add the IP addresses to in the user listings and click the Edit button in their respective Actions column.
Once on the Edit screen, use the IP Restrictions field to enter the IP address(es) you wish the user to have access from.
If you're entering multiple IP addresses, simply separate them with commas (,).
After you've entered the relevant IP addresses, click the Save changes button to complete the update.
The IP Restriction will take effect the next time the applicable user logs into the portal.
TIP
If you have locked yourself totally out of your account due to addresses incorrectly entered into the IP Restrictions field, please contact support.