How to create a Billing Manager

Sometimes you need to add a user who takes care of all of your invoices, but doesn't need to have access to the rest of the school. In these cases you can create a Billing Manager.

Billing Manager users can only access the [Admin] > [Billing] page and cannot access anything else in Transparent Classroom. If you also add them as the "Billing Manager" on the [Admin] > [Billing] page, they will receive email invoices, however, a billing manager user is not automatically made the Billing Manager. 

To create a billing manager user, go to [Directory] > [Staff] and click [New staff member]. Enter the name and email address and then check the box for "Billing Manager" under Roles. If you then also want to make that user the main Billing Manager, go to [Admin] > [Billing] > click [Change] next to "Billing Manager" and select the user from the dropdown (this dropdown will list all billing manager and admin users at the school) > [Save]. Once you do this, the email invoices will be sent to this new email address.