Staff User Roles Change: Billing Now Private to Admins - Announcements - Assembly Community
Staff User Roles Change: Billing Now Private to Admins
post by vivienne on Feb 20
Starting today, we’ve updated the internal team permissions for Staff vs. Admin users. Based on customer feedback, Staff users will no longer have access to the Billing App in Assembly.
What’s changed:
- Staff users can’t access the Billing App, invoices, products, or the Billing tabs on client CRM profiles
- QuickBooks and Xero integrations are hidden from Staff users
- Billing-related notifications are turned off for Staff users
Admin users retain full access to everything. Contracts and all other features currently remain unchanged—Staff users can still access them. We’re working toward fully customizable roles in the future; this is a first step.
You can review the full internal user permissions in our Guide.
Why we’re making this change: Many of you told us you couldn’t add team members or use our billing tools because you needed to keep financial information private. Now you can.
What you should do:
- If you have any current Staff users who need billing access, you can change their role to Admin in Settings > Team.
- If you’ve been holding off on adding team members because they’d see your billing data, you can start bringing them on as Staff.
- If you’ve avoided using Assembly for billing for the same reason, we’d love to have you give us another shot!
post by Delcoware_Support_Te on Feb 20
Hi, This is awesome. Is it possible to give a staff billing access without allowing them to mess with any api/appsetup (as admin role allows them to).
post by vivienne on Feb 20
For now we’ve moved Billing to admins, so if staff need Billing access, they need to be admins (who will also have the API/app setup access). But there are a host of different configurations people want, so we’re working toward fully customized roles in the future, but it’s a much bigger change!
post by Delcoware_Support_Te on Feb 21
Okay awesome, hopefully soon we have a feature to toggle billing on/off for each staff. For example a finance admin to have access but not an employee at reception.