Help CenterBy default, invoices will be sent to the email address of the individual responsible for approving the quote unless you change that designation.
Creating a Billing-Only Administrator
To create a new user specifically for invoicing, navigate to the ‘Users’ page. This is located in the left-hand menu of the portal.
Here, all admins of the organization can be viewed. To add a new user, select the hamburger button in the top left corner of the page.
A menu labeled ‘Additional Options’ will open. Select ‘New User’ from the options.
A side panel labeled ‘Create User’ will now open. From here, you can enter all relevant information for the new user.
Note: All fields with ‘*’ are required
Once you have filled out all the information, navigate to the ‘Roles / Permissions’ section of the page.
Creating a Billing Contact Using the Built-In Role
If your organization was created after 1/15/2024, ThreatLocker has provided you with Built-In roles for Administrator, Billing, Owner, and Read Only.
Select the ‘Role’ dropdown list, then select ‘Billing’ from the list of available roles.
Selecting the icon to the right of the ‘Billing’ role will open the ‘Edit Role’ side panel. Here, you can change the role name, add a description, or change the role permissions. By Default, the ‘Billing’ role will have the ‘Edit Billing’ and ‘View Billing’ permissions.
Select the ‘Save’ button at the bottom of the page to save any changes you make to the role.
Select the ‘Create’ button at the bottom of the page to create your new user.
Adding Individual Permissions to Create a Billing Contact
If your organization was created before 1/15/2024, you will not have the ThreatLocker Built-In roles. In these cases, you can create a new role or add individual permissions to the user during or after user creation.
To add individual permissions, navigate to the ‘Users’ page and either create a new user following the steps above, or select the user you would like to make a Billing Admin. A side panel will open to create or edit the user.
Within the side panel, navigate to the ‘Roles/Permissions’ section of the page and select the ‘Individual Permissions’ dropdown.
Using the search bar or by scrolling through the available permissions, select the ‘Edit Billing’ and ‘View Billing’ options.
Select the ‘Create’ button if you are creating a new user or the ‘Save’ button if you are editing an existing user.
Creating a Billing Role Using the ‘Roles’ Tab
If your organization was created before 1/15/2024, you will not have the ThreatLocker Built-In roles and will need to create it manually.
To create a new role for a Billing Contact, navigate to the ‘Users’ page, then select the ‘Roles’ tab from the top right corner of the screen. Select the ‘+ New Role’ button from the top left side of the page.
A side-panel will open titled ‘Create Role’, here enter the name of your role. You can optionally enter a description of your role as well.
Within the ‘Role Permissions’ section, select the ‘Role Permissions’ dropdown and choose ‘View Billing’ and ‘Edit Billing’ from the list.
Adding A Billing Contact
To add this user as a billing contact, in the ThreatLocker Portal, navigate to the 'Billing' Page.
The 'Billing Contacts' box will be on the right side of the page.
By default, all ThreatLocker Administrators on your account with Billing permissions will be available in the 'Add Billing Email' dropdown menu. You can select the email address(es) of the user(s) you want to designate as a billing contact and then select the '+' button. You can also type an email address into the text box and select the '+' button.
You can designate multiple contacts if you'd like by selecting the '+' button between each entry. You can also remove any unwanted contacts from the list by selecting the trash can icon to the left of the entry you wish to remove.
