By effectively managing contact and billing person roles, companies can streamline their operations and ensure that only the right members have the appropriate permissions.
Member roles in a company
In OfficeRnD, every company has members, each assigned a role. These roles determine the member's level of access and responsibilities within the system.
Billing Person
The billing person is responsible for managing invoices for the company:
Receives all invoices generated for the company.
Their name can be used in the invoice template using the expression
##{{recipient}}.
Contact Person
The contact person has broader permissions to manage company details and actions:
Can update company details and view related data, including:
Invoices
Payment details
Billing details
Memberships
Products
Can purchase memberships and products on behalf of the company.
Team Member
A team member has limited access and cannot view sensitive company information:
Typically uses the Member Portal for:
Exploring the community.
Booking meeting rooms.
Accessing available events.
Add new members
Billing persons and contact persons can add new members to the company.
These roles allow you to view all company members in the Member Portal and add new members as needed.
Note: Adding a new member does not automatically grant them access to the Member Portal. The admin team is notified and decides whether to invite the new member.
Member roles in relation to bookings
The management of bookings depends on the member's role and their company association.
If a booking is associated only with the company:
All employees can view company bookings on the booking grid.
Employees can edit only their personal bookings.
Tip: To ensure invoices are sent to the billing person:
Go to Settings > Billing Settings > Billing Rules.
In the We'll email invoices to section, add the billing person as a recipient.
How to mark a member as a contact person or billing person
To assign these roles:
Open the company profile.
Go to the Members section to view all company members.
Click the star icon next to a member's name and select "Contact Person."
Once marked as a contact person, click the star icon again to select "Billing Person."
Note:
Admins are automatically considered contact persons.
Roles can also be assigned when creating or editing a member's profile.
Any company employee can be marked as a contact person, and any contact person can be assigned as a billing person.
Role identification with star icons
The star icon's color changes based on the member's role:
Contact Person:
Billing Person:
