PayByPhone Business portal has a user role and permissions system that allows different users to access the portal while maintaining access to certain data, functions, and features.
Account Owner
Each PayByPhone Business account can only have one account owner with full access to all administrative functions in the portal.
This role:
- is the primary contact for this account and is responsible for the account, billing subscription and payments of the service
- is unique - only one account owner user can exist and can updated as needed
- can be replaced if a user with a business manager role is upgraded to the account owner role
- manages the business approved payment method
- can add, update, and delete approved vehicles and drivers
- can view the most recent parking transactions
- can run reports on historical parking transactions
- can invite other users to the portal and assign them access to specific features. E.g. your finance team can be assigned the analyst role to access reporting
Business Manager
In a PayByPhone Business account, an account owner can invite one or more users and assign them a business manager role.
This role:
- has full access to administrative functions in the portal
- can add, update, and delete approved vehicles and drivers
- can view the most recent parking transactions
- can run reports on historical parking transactions
- can invite other users to the portal and assign them access to specific features.
g. your finance team can be assigned the analyst role and access reporting - can be promoted to an account owner if the account owner needs to be replaced
Business Admin Assistant
In a PayByPhone Business account, one or more users can also be assigned a business admin assistant role for those teams with operational roles.
This role has access to less functionality than an account owner or a business manager:
- cannot add, edit, or remove payment methods
- cannot invite additional users to access the business portal
- can add, update, and delete approved vehicles and drivers
- can view the most recent parking transactions
- can run reports on historical parking transactions
Analyst
In a PayByPhone Business account, one or more users can also be assigned an analyst role for internal teams like finance and accounting to run parking expenditure reports.
This role has limited access to functionality in the business portal:
- can run reports on historical parking transactions
- can view the most recent parking transactions
- can view or search for drivers, vehicles and payment methods
- cannot add, edit, or delete drivers, vehicles or payment methods