Staff Teams

Staff Teams

You can find this section in HostBill Admin → Support → Staff Members → Teams.

Table of contents

Overview


Staff Members Teams feature allows to group admins and assign them to the teams. Each team has predefined permissions/ACL. Admins assigned to the given team automatically are given the permissions attributed to this team. This way you can easily divide admins into different departments with different permission levels, such as billing team, support team, management team, service team etc

Adding new Team

To add a new Team simply click Create Team button and provide:

  • Team name
  • Assigned staff - choose the staff members from the drop-down list

Then you can proceed to configuring the set of permission for the team. 

Privileges / ACL

In HostBill there are multiple privileges that can be assigned to a given staff team (or individually per each staff member).

Permissions are divided into:

Affiliates permissions

  • Edit commission balance

Billing permissions

  • Add Invoices
  • View Invoices
  • Edit Invoices
  • Delete Invoices
  • Refund Invoices
  • View Estimates
  • Delete Estimates
  • Add Transactions
  • View Transactions
  • Edit Transactions
  • Delete Transactions
  • Add Orders
  • View Orders
  • Edit Orders
  • Delete Orders
  • Edit Order Ownership
  • Take Order Ownership
  • View orders prices
  • View Account prices
  • View Domains prices
  • View Clients
  • Edit Clients
  • Delete clients
  • Edit Clients Credit
  • See Client Balance
  • View Credit Card Number
  • Edit Credit Card Number

Support permissions

  • Send message to client
  • Access Support
  • Remove Support tickets
  • Edit Support Tickets
  • Edit Own Ticket reply
  • Edit ticket message & replies
  • Manage / Use Ticket Macro
  • Remove ticket reply lock
  • Reply to tickets with reply lock

Provisioning permissions

System Conifguration permissions

  • Edit General Settings
  • Edit Affiliate settings
  • Manage Client registration fields
  • Manage Product & Addons
  • Manage Promotional codes
  • Manage Email Templates
  • Manage Client groups
  • Manage Language & Translations
  • Manage Servers & Apps
  • Manage Support Departments
  • Manage Staff Members

Security permissions

  • Admin area IP access
  • Banned IPs
  • Banned Emails
  • Login Notifications
  • API Management
  • Password Settings
  • View accounts passwords

Miscallaneous permissions

  • Edit Info Pages
  • Edit news items
  • Edit Downloads
  • Register new client
  • Manage Affiliates
  • View Statistics
  • Import accounts
  • Manage report groups
  • Access Reports: Affiliates
  • Customize Reports: Affiliates
  • Access Reports: Clients
  • Customize Reports: Clients
  • Access Reports: Custom
  • Customize Reports: Custom
  • Access Reports: Invoices
  • Customize Reports: Invoices
  • Access Reports: Knowledgebase
  • Customize Reports: Knowledgebase
  • Access Reports: Orders
  • Customize Reports: Orders
  • Access Reports: Staff
  • Customize Reports: Staff
  • Access Reports: Support
  • Customize Reports: Support

Notification System

The Notification System section allows to choose the email notifications, which will be sent to all Team members.

The Notifications include:

Clients

  • Signup
  • Added Contact
  • Details Changed
  • Discount expiration

Accounts

Miscellaneous

  • HostBill Automatic Setup
  • New transaction
  • HostBill Cron run results

Mobile Notifications

  • New transaction
  • New order
  • Failed auto provisioning

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