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Manage Users and Roles in Your Billing Portal

See who can access your billing portal, understand what each role can do, and add teammates such as your accounts payable contact.

Written by Valerie

The right people need access to your Flowhub bills so invoices get paid on time. In this article, we'll cover what each billing role can do, how to see who has access, and how a billing admin adds teammates.

šŸ’” Billing access is separate from Flowhub (Maui) access. Adding someone to the billing portal does not give them access to your point of sale, and a Maui admin doesn't automatically get billing access.


Billing Roles

Role

What they can do

Organization Billing Admin

See and pay invoices for every location, and add other billing users

Parent Billing Admin

Manage billing for a parent account that pays for several locations

Location Billing Manager

See invoices and payment methods for one location

Location Payer

See and pay invoices for one location

Billing Viewer

View only. Can't pay or manage users

šŸ’” Tip: Give your accounts payable person a role that can pay, such as Location Payer or a billing admin role. A Billing Viewer won't see a Pay button.


See Who Has Access

  1. Log in to the billing portal.

  2. Select Users in the left menu.

  3. Review each person's role, the locations they can see, and when they were added.


Add a Teammate

Organization Billing Admins and Parent Billing Admins can add users.

  1. Select Users in the left menu.

  2. Select Invite user.

  3. Enter your teammate's email address.

  4. Choose their role and the locations they should see.

  5. Send the invitation. Your teammate receives an email with a link to set up their account.

šŸ’” Tip: Your teammate doesn't need a Flowhub (Maui) account. They can log in with a one-time code sent to their email. Share Set Up Your Billing Portal Account with them.


Make Sure Invoices Reach the Right Person

Portal access and invoice emails are set separately. Select Notifications to see who receives invoices, receipts, past-due notices, and usage emails for each location. Toggle each option on or off for the user to receive the notification. You can toggle by organization and by location.

To change who receives invoices for a location, email billing@flowhub.com with the person's name, email address, and the location.


Frequently Asked Questions

Our company doesn't have a billing admin. How do we add someone?

  • Email billing@flowhub.com from an owner or manager on the account, with the person's name, email address, and the locations they handle. We'll confirm and send the invitation.

Someone left our company. How do we remove them?

  • Email billing@flowhub.com. Also check the Notifications page and ask us to move invoice emails to someone new.

My teammate's invitation expired.

  • Invitation links expire. Ask your billing admin to send a new one, or email billing@flowhub.com.

I can see one location but not the others.

  • Your role is scoped to that location. Ask your billing admin if you need access to more.


Success! šŸŽŠ The right people on your team can now see and pay your Flowhub invoices.

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