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Managing user accounts, roles, and permissions.
Limited to user account management without access to system administration or document management.
Billing Admin
The Billing Admin is responsible for managing all aspects related to billing, payments, and subscription management within Orthogramic.
Manage Billing and Payment Settings
Invoice Management
Subscription Management
Payment Processing
Conclusion
Understanding the specific rights and responsibilities of each admin role helps ensure that the Orthogramic app is used effectively and securely. Assign these roles based on the needs and structure of your organization to maintain a streamlined and compliant data management system.
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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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User Accounts and Permissions: Manages user accounts, roles, and permissions.
Limitations: Does not have rights to administration and configuration, managing document types, states, or document quality.
Billing Admin
The Billing Admin is responsible for managing all aspects related to billing, payments, and subscription management within Orthogramic. This role ensures that the organization’s financial information is maintained and managed securely.
Key Responsibilities:
Manage Billing and Payment Settings:
Full access to view and update the organization’s billing information, including payment methods and billing addresses.
Ability to view current subscriptions, manage upgrades, downgrades, and cancellations.
Invoice Management:
Access to view, download, and send invoices to designated contacts within the organization.
Ability to set up invoice reminders and follow up on any overdue payments.
Subscription Management:
Control over subscription renewal settings, including changing billing cycles and adjusting subscription plans.
Ability to modify features and add-ons within the subscription plan.
Remove and Assign Billing Admins:
The first user who signs up for Orthogramic is automatically assigned the role of Billing Admin.
Only another Admin can remove or change the role of a current Billing Admin, ensuring secure control over financial management.
Payment Processing:
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.
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Conclusion
Understanding the specific rights and responsibilities of each admin role helps ensure that the Orthogramic app is used effectively and securely. Assign these roles based on the needs and structure of your organisation to maintain a streamlined and compliant data management system.
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