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Role
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Description
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User Capabilities
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AdminWithBilling
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This is the primary account owner and is the account that is created at sign up.
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- Can upgrade, downgrade, or cancel the account.
- Manages billing information that includes the contact and credit card information.
- View invoices.
- Add or remove secondary users.
- Perform tax rate lookups.
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FinanceAdmin
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This is the secondary account owner that is created to provide a backup for the management of the payment information and invoice tracking. Up to three users are allowed for this role.
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- Manages billing information that includes the contact and credit card information.
- View invoices.
- Add or remove secondary users.
- Perform tax rate lookups.
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Admin
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This is a secondary account that is created by the AdminWithBilling or FinanceAdmin.
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- Add or remove secondary users.
- Perform tax rate lookups.
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User
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This is a secondary account that is created by the AdminWithBilling, FinanceAdmin or Admin.
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- Perform tax rate lookups.
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