Who can access the billing portal?
Only billing users can access the self-service billing portal. Billing users are different to Admin users and are created separately to users in the SiteMinder platform.
What can billing users do?
Billing users have access to the self-service Billing portal where they can:
View and pay invoices
Set up automatic payments
View and update payment details
Download invoices and adjustments
Manage other billing users (create, delete)
Assign the primary billing user role
Add a billing user
The first billing users are created during your onboarding process.
An existing billing user can add a new billing user:
Make sure you're logged into the property you want to add a billing user for, then click your property name > select Account billing.
Go to the Billing users tab.
Click Add billing user.
Select Existing to choose an existing SiteMinder platform user with General or Admin permissions, or select New to create a new user who will only have access to the billing portal (not the SiteMinder platform).
Click Add.
Billing users can access the self-service Billing portal to pay invoices, manage payment details, download invoices, and will receive invoices as PDF files by e-mail. They can then manage other billing users, including assigning the primary billing user role.
Assign a primary 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.
About the primary billing user:
Only the primary billing user receives payment receipts by e-mail
There can only be one primary billing user
A billing user must be created before the primary billing user role can be assigned
You must assign the role to another user before you can delete a primary billing user
Group billing: If you are a group billing user, the primary billing user is managed from the Accounts tab, not the Billing users tab.
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.