Allowing or Restricting a User From Exporting Data

By default, all new users have access to export People, Company, and Job Order record information from lists within your Big Biller database. The ability to export data from Big Biller can be restricted at any time.

Click here to learn how to export records into an Excel spreadsheet

Please note that the ability to set export permissions is restricted to only those users that have permission to manage users

To set export permissions for a user:

  • Expand the Sidebar in the top right corner of the software and click on the Settings icon 
  • Click to expand the My Agency section and then select Manage Users

  • All users on the account will populate on the left side of the Manage Users page
  • Click on the edit icon   to the right of the person you wish to set export permissions for

  • Under the user’s Permissions on the right side of the User Profile, click to expand the Records section
  • To the right of Export Records, set the permissions for each record type
    • Yes = this user can export People, Company, and/or Job Order records
    • No = this user cannot export People, Company, and/or Job Order records
  • Make sure to click the Save button in the bottom left corner once your changes have been made