Assign billing permissions for a ShareFile account

ShareFile billing permissions control which employee users can view or modify billing information, request plan changes, and view receipts. Billing permissions are separate from billing contacts, who receive invoices and other billing-related email. Assigning billing permissions does not change the official billing contact on record.

Assign billing permissions to a new user

The first step is to add the user as an Employee User.

1. Create an Employee user to assign billing permissions.
2. After adding the new user, proceed to the Assign billing permissions to an existing user section.

Assign billing permissions to an existing user

1. From the left pane, click People. This People menu is expanded.
2. Click Browse Employees.
3. Browse or search for your user. Click the user or the Manage (gear) icon on the right, to open the user profile.
4. Under Employee User Settings, click User Access to expand the menu.
5. Under Billing, select the required permissions. The following permissions are available:
   • View/edit billing information
   • Request plan changes
   • View receipts and billing notifications
6. Click Save Changes.