Setting View/Edit Permissions for Other User’s Records

By default, all new users have access to view and edit all other records within the database. That includes any record that they personally add to Big Biller AND any record that anyone else on the account has entered into the database.

Based on role and agency structure, some managers may choose to limit the ability to view and/or edit certain record types.

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

To set view and edit permissions for other users’ records:

  • 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 view/edit 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 the View Records and Edit Records labels, set the permissions for each record type
    • My = this user can only view and/or edit records of that type where they are listed as the record owner
    • All = this user can view and/or edit ALL records of that type
    • None = this user cannot view and/or edit any records of that type
  • Make sure to click the Save button in the bottom left corner once your changes have been made