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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

  • Remove and Assign Billing Admins

  • Payment Processing

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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

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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.

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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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