About billing users
Note: Only billing users can access the self-service billing portal
Billing users are different to Admin users
The first billing users are created during your onboarding process
All billing users receive invoices as PDF files by e-mail
Only the primary billing user receives payment receipts by e-mail
Billing users cannot be edited. Create a new user and delete the old one to update details. This includes updating the e-mail address that invoices are sent to
There can only be one primary billing user. You must assign the role to another user before you can delete a primary billing user
⚠️ If you are a group billing user, the primary billing user is managed from the Accounts tab, not the Billing users tab.
About billing user permissions
Billing users have access to the self-service Billing portal where they can:
Pay invoices and set up automatic payments
View and update payment details
Download invoices and adjustments
Create and manage other billing users
Assign the primary billing user role
Add a billing user
When adding a billing user, you can either:
Choose an existing SiteMinder user with General or Admin permissions
Create a new user who will only have billing access
An existing billing user can add a new billing user:
Log into your SiteMinder platform for the property.
Click on your property name > select Account billing.
Go to the Billing users tab.
Click Add billing user.
Select Existing to choose from your SiteMinder platform users, or select New to create a billing-only user.
Click Add.
Assign a primary billing user
Before assigning a primary billing user, first add them as a billing user.
To assign the primary billing user:
Click on your property name > select Account billing.
Go to the Billing users tab.
Find the billing user and click the edit button (pencil icon).
Select Make primary billing user.
Click Confirm to assign.
Update a billing user
⚠️ Billing users cannot be edited directly.
To update a billing user's details, including their name or e-mail address, you will need to create a new billing user with the correct details, then delete the old one.
Delete a billing user
To delete a billing user:
Click on your property name > select Account billing.
Go to the Billing users tab.
Find the billing user and click the edit button (pencil icon).
Select Remove from the Actions menu.
Click Remove to confirm.
Need to delete the Primary billing user?
If you need to delete the account for the Primary billing user, you must first assign another billing user the Primary billing user role. Once the primary billing user role is assigned to someone else, you can delete the account.
Need to delete your own billing user?
You can't delete the account for the email address you are logged in with. Ask another billing user to delete it for you, or add a new billing user with your new email address, then log in with that account and delete the old one.