About user roles and permissions

Roles control what each user can see and do in your Billtrust products. Each Billtrust product has its own set of roles, and each role grants a specific set of capabilities. This article lists the roles available in each Billtrust product and what each role allows a user to do.

How do you assign a role to a user?

Assigning roles is covered in separate articles. Use the following articles to add users and grant them roles in Billtrust:

What roles are available in Credit?

Billtrust Credit has four roles: Admin, User, Field Rep, and Viewer. All four control what a user can do with credit applications.

Role Name	Description	Capabilities
Admin	Allows you to configure settings for credit as well as assign, view, send, approve and deny applications	View applications Send applications Approve and deny applications Configure settings
User	Allows you to assign, view, send, approve and deny applications	View applications Send applications Approve and deny applications
Field Rep	Allows you to view and send applications	View applications Send applications
Viewer	Allows you to view applications	View applications

What roles are available in Invoicing?

Billtrust Invoicing has five roles: Admin, User with reporting, User, Viewer, and Analytics User.

Some Invoicing capabilities depend on Supplier Managed Autopay. Where a capability below notes Supplier Managed Autopay, that capability is available only if Supplier Managed Autopay is enabled for your organization.

Role Name	Description	Capabilities
Admin	Allows user all capabilities available for Invoicing	View accounts and documents Documents resend View batch tracking View and edit reports Create and delete reports Users and role management Systems administration Billtrust Education Configure managed autopay for Buyer if Supplier Managed Autopay is enabled View managed autopay settings for buyer if Supplier Managed Autopay is enabled
User with reporting	Allows user capabilities with the addition of viewing batch tracking, reports and dashboard	View accounts and documents Documents resend View batch tracking View and edit reports View Managed Autopay settings for buyer if Supplier Managed Autopay is enabled
User	Allows you to view accounts and documents as well as document resend capabilities	View accounts and documents Documents resend View Managed Autopay settings for buyer if Supplier Managed Autopay is enabled
Viewer	Allows you to view accounts and documents	View accounts and documents View Managed Autopay settings for buyer if Supplier Managed Autopay is enabled
Analytics User	Allows user access to Invoicing Analytics workspace	Access to Invoicing Analytics workspace

What roles are available in Collections?

Billtrust Collections has two roles: Billtrust Collections User and Analytics User.

Role Name	Description	Capabilities
BT Collections User	This role grants the user access to BT Collections Workspace. Further capabilities are granted within the application	Access to Collections workspace
Analytics User	Allows user access to Collections Analytics workspace	Access to Collections Analytics workspace

What roles are available in BPN (Billtrust Payment Network)?

In short, it's a Billtrust payments platform that helps buyers and suppliers exchange invoices and make electronic payments (ACH, virtual cards, etc.). BPN has seven roles: Viewer, User, Void and Refund User, Exception User, Manager, Admin, and Chargeback User. These roles control what a user can do with payments, payment exceptions, chargebacks, and company payment settings.

Role Name	Description	Capabilities
Viewer	Access to view payment history, including ability to filter, sort, and download tables	View payments Send payment receipts Manage payment notes View chargebacks
User	Ability to take payments via the virtual terminal. Includes ability to store credit cards on file against customer accounts for future payments	View payments Take payments Send payment receipts Manage payment notes Manage customer accounts Manage payment accounts
Void and Refund User	Ability to void and refund, but not take payments	View payments Void payments Refund payments (original card) Send payment receipts Manage payment notes
Exception User	Ability to fix & pay payment exceptions, view source payment instruction emails, and store credit cards on file against customer accounts for future payments	Manage payment exceptions View payment emails Send payment receipts Manage payment notes Manage customer accounts Manage payment accounts
Manager	Ability to take payments, fix payment exceptions, complete voids and refunds, as well as manage customer and payment accounts	View payments Take payments Void payments Refund payments (Original Card) Refund payments (Any Card) Manage payment exceptions View payment emails Send payment receipts View and interact with chargebacks Manage payment motes Upload credit cards Upload portal credentials Manage customer accounts Manage payment accounts
Admin	Ability to view and manage company settings, including customer accounts, company profile, payment preferences, remittance settings, credit card and portal credential upload	View payments Upload credit cards Upload portal credential Manage customer accounts Manage payment accounts Manage company profile Manage payment preferences Manage remittance settings View chargebacks
Chargeback user	Ability to view and manage chargebacks only	chargebacks

What roles are available in Payments?

Billtrust Payments has four roles: User, Manager, Admin, and Analytics User.

Role Name	Description	Capabilities
User	Ability to take payments via the virtual terminal Includes ability to store credit cards on file against customer accounts for future payments	View payments Take payments Send payment receipts Manage payment notes Manage customer accounts Manage payment accounts
Manager	Ability to take payments, fix payment exceptions, complete voids and refunds, as well as manage customer and payment accounts	View payments Take payments Void payments Refund payments (Original Card) Refund payments (Any Card) Manage payment exceptions View payment emails Send payment receipts Manage payment motes Upload credit cards Upload portal credentials Manage customer accounts Manage payment accounts
Admin	Ability to view and manage company settings, including customer accounts, company profile, payment preferences, remittance settings, credit card and portal credential upload	View payments Upload credit cards Upload portal credential Manage customer accounts Manage payment accounts Manage company profile Manage payment preferences Manage remittance settings
Analytics User	Allows user access to Payments Analytics workspace	Access to Payments Analytics workspace

What roles are available in Cash Application?

Billtrust Cash Application has two roles: User and Analytics User.

Role Name

Description

Capabilities

User

Allows user access to the Cash Application workspace

Additional permissions are granted within Cash Application

Access to Cash Application workspace

Analytics User

Allows user access to Cash Application Analytics workspace

Access to Cash Application Analytics workspace

What roles are available in Disputes?

Billtrust Disputes has two roles: Admin and User.

Role Name	Description	Capabilities
Admin	Configure settings Manage and resolve disputes	Configure settings Manage and resolve disputes
User	Manage and resolve disputes	Manage and resolve disputes

What roles are available in System Administration?

System Administration has one role: System Admin. This role covers user administration and settings configuration across your Billtrust account.

Role Name	Description	Capabilities
System Admin	System Admin allows you to administer users and configure settings	Add, edit and delete users Configure settings Validate custom email domains