Control who can access your platform and configure the objects that shape its day-to-day behaviour. System administration covers user accounts and permissions alongside the foundation objects, such as transaction types and feature types, that drive billing and invoicing across every customer.
The platform uses a layered approach to access control. Each user gets their own credentials and a tailored set of permissions. User groups let you apply common permission sets across teams, while individual settings handle exceptions. Two-factor authentication and activity logging add further protection.
Alongside user management, this section covers the configuration objects that most teams set up once and tune occasionally. Transaction types decide how charges appear on invoices. Feature types define the defaults and contract terms for the services you sell.
In This Section
- User Management - Create and manage user accounts, permissions and security settings
- Transaction Types - Categorise charges and credits so they group cleanly on invoices and in reports
- Feature Types - Set the defaults, validity and contract terms that features inherit
Where to Start
Head to User Management to set up new users or adjust existing access levels. If a user can’t sign in, see Account Access Assistance for the recovery workflow. To shape how charges appear on invoices, start with Transaction Types and Feature Types.
Need fine-grained access control so your team only sees what they should? see how SAFE Billing Platform handles multi-user permissions