How to Add a Billing Contact
By 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 'Administrators' page.
Next, you will click on the 'New Administrator' button to create a new administrator account.
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.
If you'd like to enforce 2-FA for this user, you can do that at this time as well.
After you have filled in the required information, click the 'Save' button in the top left corner.
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. For an administrator that can only access billing, 'View Billing' and 'Edit Billing' are the only permissions needed. Click the 'X' next to all permissions other than 'View Billing' and 'Edit Billing' 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.
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 this dropdown menu. You can select the email 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'.
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.
