About user roles and permissions

  Role Name Description Capabilities
Credit      
  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
Invoicing      
  Admin Allows user all capabilities available for Invoicing
  • View accounts and documents
  • Document resend
  • View batch tracking
  • View and edit reports
  • Create and delete reports
  • Users and role management
  • Systems administration
  • Billtrust Education
  User with reporting Allows user capabilities with the addition of viewing batch tracking, reports and dashboard
  • View accounts and documents
  • Document resend
  • View batch tracking View and edit reports
  User Allows you to view accounts and documents as well as document resend capabilities
  • View accounts and documents
  • Document resend
  Viewer Allows you to view accounts and documents

  • View accounts and documents
  Analytics User Allows user access to Invoicing Analytics workspace  
Collections      
  BT Collections User This role grants the user access to BT Colllections Workspace. Further capabilities are granted within the application

  • Access application
  Analytics User Allows user access to Collections Analytics workspace  
BPN      
  Viewer Access to view payment history, including ability to filter, sort, and download tables
  • View payments
  • Send payment receipts
  • Manage payment notes
  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
  • 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
Payments      
  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

 
Cash Application      
  User

Allows user access to the Cash Application workspace

Additional permissions are granted within Cash Application

  

 

Analytics User

Allows user access to Cashapp Analytics workspace

 
Disputes      
  Admin Configure settings Manage and resolve disputes  
  User Manage and resolve disputes  

System Administration

 

 

 

 

System Admin

System Admin allows you to administer users and configure settings
  • Add, edit and delete users
  • Configure settings
  • Validate custom email domains