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Adding a Billing Contact

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Creating a Billing-Only Administrator

To create a new user specifically for invoicing, navigate to the 'Administrators' page.

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Next, you will click on the 'New Administrator' button to create a new administrator account.

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In the popup window, at a minimum, you will need to enter an email address and password for this account. If you don't fill in the user's name, title and phone number, they will have to do that the first time they log in. 

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 If you'd like to enforce 2-FA for this user, you can do that at this time as well. 

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After you have filled in the required information, click the 'Save' button in the top left corner.  

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Scroll to the bottom of the window to the 'Add and remove the user permissions as required' section. Here, you will select 'Edit Billing' and 'View Billing' from the dropdown menu and click 'Add' between each one. If there are permissions on the list that this user will not need, simply click the 'X' beside them to remove those permissions. Then click the 'Save' button in the top left corner. Now, this user will only have permission to view or edit the Billing page. They will not be able to access any other page in the ThreatLocker Portal.

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Adding A Billing Contact

To add this user as a billing contact, in the ThreatLocker Portal, navigate to the 'Billing' page.

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The 'Billing Contacts' box will be on the right side of the page. The dropdown menu will have the email addresses of the current ThreatLocker administrators on your account. You can select the address(es) of the user(s) you want to designate as a billing contact and then click the 'Add' button. You can also type an email address into the text box and click 'Add'.

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You can designate multiple contacts if you'd like by clicking the 'Add' button between each entry. You can also remove any unwanted contacts from the list by clicking the 'X' beside the entry you wish to remove.

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