Account Access and Billing Permissions

    CategoryAccount and Billing
    Article typeDocumentation
    Estimated reading time 6 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Only users with the 'Admin' role can access the Billing portal, view invoices, update credit cards, or activate add-ons. Standard 'Users' cannot view financial information.

    Who this article is for

    This article is for account owners and administrators managing team permissions.

    Overview

    Security and financial control are paramount. GEVADE CRM uses role-based access control to ensure that only authorized personnel can make changes that affect your subscription or incur costs. Because you can invite many employees into your workspace, it is crucial to understand how to restrict their access so they cannot accidentally view your corporate credit card details, download invoices, or activate expensive add-ons.

    Before you begin

    • Audit your team members in Settings > My Staff.
    • Ensure only trusted personnel have the 'Admin' role.
    • Verify that the Account Owner email is correct and secure.

    Step 1: Understanding Roles

    There are two primary roles: Admin and User. Admins have global access to the workspace, including the Settings > Billing tab. Users are restricted to operational tasks like managing contacts or appointments and cannot see the Billing section.

    Step 2: Granting Billing Access

    To allow a team member (like a CFO or accountant) to view invoices, navigate to Settings > My Staff (contact support if this option is not visible). Edit their profile, go to the User Roles tab, and elevate them to 'Admin'. Ensure you trust this person, as Admins have full system control. Review permissions carefully before granting access.

    Step 3: Restricting Access

    If a user should not see financial data, ensure their role is set to 'User'. You can further refine their access in the 'User Permissions' tab by disabling features they don't need, such as the ability to export contacts or delete records. Review permissions carefully before granting access.

    Step 4: Account Ownership

    While there can be multiple Admins, there is only one Account Owner. The Owner is the primary point of contact for legal and high-level billing disputes, and only the Owner can transfer ownership to another user.

    Configuration note

    Never share your login credentials with your accountant. Always create a dedicated Admin seat for them using their own email address.

    Important clarification

    Making every sales rep an Admin for convenience. This exposes your billing details and allows anyone to activate expensive add-ons or export your entire database.

    Resolution guidance

    I can't see the Billing tab

    Your user role is likely set to 'User'. You must ask the Account Owner or an existing Admin to elevate your permissions to access the billing portal.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.