Member Roles in a Company
Each company in OfficeRnD has members in it and each member can have one of the following roles:
- Billing person - This is the member who will receive all invoices raised for this company. You can also use his/her name in the invoice template by using the {{recipient}} expression.
- Contact person - Those are all the people you wish to be able to change the company details and also view all data related to the company. Company details include Invoices, Payment details, Billing details, Memberships, and Products. Members with a Contact person role will also be able to buy new memberships and products on behalf of the company.
- Team member - All people who are employed by that company and should not see any sensitive information related to the company. Those people usually use the Portal to explore the community, book meeting rooms, see all available events, and so on. Learn more about how to add a team member here.
In Relation To Bookings
- If a booking is associated only with the company (not with the company and a member), all employees can see the company bookings in the grid, but they can only edit their personal bookings.
- If the company has new employees that they'd like to add as new members in the system, this can be initiated by either the billing person and/or the contact person. In their profile in the members portal, they'll be able to see all members of their company and add new ones.
Please keep in mind that adding a member does not automatically grant them access to the members portal. A notification is sent out to your admin team and you can check if they should be invited to the portal or not.
Tip: To send invoices to the billing person, navigate to Settings/Billing Settings/Billing Rules and add the Billing Person as a recipient under the We'll email invoices to section.
How do I Mark a Member as a Billing/Contact Person?
When you open a company profile, you can see all of its members in the Members widget. To the left of each member, you can see a star symbol . Click on it and a menu will appear with the option to mark the member as a Contact person. Once a member is marked as a contact person, you can also mark them as a Billing person.
Note: You can also set the role of each member when you create or edit their profile. Any company employee can be marked as a contact person and any contact person can be marked as a billing person.
The star will change its color depending on the member's designation:
Note: Admins are considered Contact persons by default.
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