What permissions do Client Connect admins have?

Client Connect administrators can perform basic tasks, such as viewing and editing customer information and running reports. They can also configure Client Connect users, create groups, edit delivery methods, and more.

Below is a full list of standard Admin privileges.

• Search and view account information

• Create and modify Client Connect users

• Create and modify Client Connect groups

• View Client Connect reports

• View Billtrust news

• Change account delivery method (a.k.a. routing rules)

• Enroll accounts in Easy Import (i.e., help customers use their statements and invoices in accounting programs)

• Enroll accounts in eInvoice Connect

• Access eInvoice Connect as a customer

• Batch-upload historical documents and payments in XML format

• Modify the message that displays on the sign-in and one-time payment pages of eInvoice Connect

• Create marketing messages on bills

• Accept/cancel payments

• Monitor account activity in the Audit Log

• View the Billtrust Client Scorecard

• Remove/delete bills

• Move bills to different accounts

• Allow or disallow credit card payments on an account

• Suppress paper bills or not