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Control access to results and billing with user roles
Control access to results and billing with user roles

Users can have access to lab results, billing information, or both.

Kingsley Burns avatar
Written by Kingsley Burns
Updated over a week ago

Each Team Member on an account can be assigned to one of four user roles:

Administrator

Administrators have full access to lab results and billing, and can edit account settings that other users can't. Administrators can:

  • Add and remove users

  • Assign user roles

  • Change Primary Account Contacts

  • Edit the business mailing address

  • Edit delivery options for reports and invoices (email, mail, or fax)

Full User

Full users have access to both the lab results dashboard, and the Billing & Payments dashboard, but are not allowed to modify team members and other administrator-only settings. Full Users can:

  • View, search, and export lab results

  • Download copies of lab reports and invoices

  • View account balance and invoice details

  • Make online payments and add/remove payment methods

Reporting User

Reporting Users have full access to lab results, but are not able to view invoice or billing information. Reporting Users can:

  • View, search, and export lab results

  • Download copies of lab reports

Billing User

Billing users have full access to the Billing & Payments section, but are not able to access lab results or reports. Billing users can:

  • View account balance and invoice details

  • Make online payments and add/remove payment methods

  • Set up automatic payments


Assigning User Roles:

1. Open the account you want to control from My Dashboards

2. Click "Team Members"

3. Choose a user role using the dropdown, and click the SAVE button

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