Big Biller Help Center

General Settings

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Allowing or Restricting a User from Setting/Editing the Completed Date of Activities

Expand the Sidebar and click on the Settings icon
Click to expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set completed date editing permissions for
Under the user’s Permissions, click to expand the Planner section
To the right of Set/Edit Completed Date of Activities, set the appropriate permissions then click Save

Turning On/Off Automatic Tag Parsing

Expand the Sidebar and click on the Settings icon
Expand the My Agency section and select Manage Parsing
Use the toggle to the right of the Tags Parsing section to designate whether or not you’d like Big Biller to automatically parse your Tags

Allowing or Restricting a User from Managing Your Agency’s Parse Settings

Expand the Sidebar and click on Settings
Click to Expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set parse management permissions for
Under the user’s Permissions, click to expand the Agency section
To the right of Manage Parse Settings, set the appropriate permission and click the Save button when complete

Managing Notifications

Expand the Sidebar and click on the Settings icon
Click to expand the My Account section and select Manage Notifications
To the right of a Notification type, use the toggles to designate which actions will trigger notifications and/or emails
All toggle changes on this page are automatically applied and saved

Setting Delete Attachment Permissions for a User

Expand the Sidebar and click on the Settings icon
Click to expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set attachment deletion permissions for
Under the user’s Permissions, click to expand the Records section
To the right of Delete Attachments, set the appropriate permissions then click Save

Allowing or Restricting a User from Managing Your Firm’s Job Posting Subscription

Expand the Sidebar and click on the Settings icon
Click to expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set Job Posting subscription management permissions for
Under the user’s Permissions, click to expand the Job Board & Posting section
To the right of Manage Job Posting Subscription, set the appropriate permissions then click Save

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