Add User
- Log into your Billbox
- In the top menu, select Users
- Next, click the Add User button (red arrow)
- The Add User form will appear as shown below:
- Enter the user’s name, email address and phone number
- Enter a temporary password (this password is temporary because the user will be required to change it upon first login
- Select a branch for the user (if applicable)
- Choose the rights or roles the user to be assigned to the user (red arrow)
- Select the collection the user is allowed to view (orange arrow)
- Check the Enable User checkbox
- Click the Save button to save the user
User Roles
The following are roles you should take note of when creating user accounts for your staff and other personnel who need access:
Supervisor - has access to all functions on the account.
Teller - has access to transaction history for payments collected on their account
Report Downloader - can download transaction reports
Customer Uploader - can upload customer and Bill information
User Search
To search for a user, do the following:
- While logged into your Billbox account, go to the Users menu.
- In the search bar at the right of the Users page, you can search with:
- Name of user
- A list of users that match the search key will be listed.
- Look through the list for the desired user
Update a User
To update the details of an existing user, do the following:
- While logged into your Billbox account, go to the Users menu.
- Search for the specific user you want to modify
- Click the Edit icon (blue arrow) in the Actions tab as shown in the screenshot below
- The Edit User form will load with the details of the user already filled
- Make the necessary changes
- Click the Save button at the bottom to save your changes
Delete User
To delete an existing user, do the following:
- While logged into your Billbox account, go to the Users menu
- Search for the user account to be deleted
- Click the Bin icon in the Actions tab (as shown in the screenshot below)
- Next, confirm the action by clicking the OK button in the popup dialogue box (yellow arrow)
You will receive another notification that the user was deleted successfully.