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  • Manage Billing and Payment Settings

  • Invoice Management

  • Subscription Management

  • Remove and Assign Billing Admins

  • Payment Processing

Conclusion

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  • Administration and Configuration: Full access to configure the system settings, manage the overall administration, and handle high-level security settings.

  • Document Type, State, Version & Relevance: Can manage document types, states, versions, and their relevance.

  • Data Merging & Mapping: Has rights to oversee data merging and mapping.

  • Document Archive & Delete: Can archive and delete documents.

  • Document Quality & ISO 9001 Alignment: Ensures documents meet quality standards and align with ISO 9001.

  • User Accounts and Permissions: Manages user accounts, roles, and permissions.

  • Billing and Payments: Assigning Billing Admin Roles

Data Admin

The Data Admin focuses on managing documents and data quality. This role includes:

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  1. The first user who signs up for Orthogramic is automatically assigned the role of Billing Admin.

    • Only another Billing Admin can remove or change the role of the a current Billing Admin, ensuring secure control over financial management.

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  1. Access to manage and approve payments, including adding or updating payment methods (e.g., credit cards, bank transfers).

    • Ability to handle failed payment retries and follow up on payment status.

Info
  • Only a Billing an Admin user has the authority to change or revoke the billing responsibilities of another Billing Adminother admin roles.

  • For security purposes, billing and payment details are accessible only to users assigned the Billing Admin role.

  • An Admin user can also be assigned the Billing Admin role.

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