SuiteBilling Roles and Permissions

The following table lists the SuiteBilling permissions and levels for each standard role. The Center Type column shows the associated center for the role. Navigation from Center shows the menu path from each center to Subscriptions. When you use the classic interface, you access subscription-related records from the Transactions menu, Subscriptions group.

Role	Center Type	Navigation from Center	Subscription Plan	Subscriptions	Price Book	Price Plan	Subscription Change Order	Usage
A/P Clerk	Accounting Center	Financial > Subscriptions	Full	None	Full	Full	None	Full
A/R Clerk	Accounting Center	Billing > Subscriptions	Full	Edit	Full	Full	Edit	Full
Accountant	Accounting Center	Billing > Subscriptions	Full	Edit	Full	Full	Edit	Full
Accountant (Reviewer)	Accounting Center	Billing > Subscriptions	View	View	View	View	View	View
Advanced Partner	Advanced Partner Center	Client > Other Transactions	Full	Full	Full	Full	Full	Full
Bookkeeper	Accounting Center	Billing > Subscriptions	Full	Edit	Full	Full	Edit	Full
CEO	Executive Center	Sales > Marketing > Lists	Full	Full	Full	Full	Full	Full
CEO (Hands Off)	Executive Center	Sales > Marketing > Lists	View	View	View	View	View	View
CFO	Accounting Center	Billing > Subscriptions	Full	Full	Full	Full	Full	Full
Sales Administrator	Sales Center	Customers > Subscriptions	View	Full	Full	Full	Full	View
Sales Manager	Sales Center	Customers > Subscriptions	View	Full	Full	Full	Full	View
Sales Person	Sales Center	Customers > Subscriptions	View	Full	Full	Full	Full	View
Sales Vice President	Sales Center	Customers > Subscriptions	View	View	View	View	View	View
Support Administrator	Support Center	Cases > Other Lists	View	Full	View	View	Full	View
Support Manager	Support Center	Cases > Other Lists	View	Edit	View	View	Edit	View
Support Person	Support Center	Cases > Other Lists	View	Edit	View	View	Edit	View
System Administrator	System Administration Center	Lists > Relationships	Full	Full	Full	Full	Full	Full
Warehouse Manager	Shipping Center	Sales/Marketing > Lists	View	None	View	View	None	None
Consultant	Project Center	use global search	None	View	View	View	View	None
Marketing Administrator	Marketing Center	Customers > Subscriptions	View	Full	View	View	Full	None
Marketing Assistant	Marketing Center	Customers > Subscriptions	View	Full	View	View	Full	None
Marketing Manager	Marketing Center	Customers > Subscriptions	View	Full	View	View	Full	None
PM Manager	Support Center	Cases > Other Lists	None	Full	View	View	Full	None
Partner Center	Partner Center	Client > Other Transactions	None	Edit	View	View	Edit	None
Product Manager	Support Center	Cases > Other Lists	None	Full	View	View	Full	None
Resource Manager	Support Center	Cases > Other Lists	View	Full	View	View	Full	View
Store Manager	E-Commerce Management Center	Sales > Other Transactions	View	Edit	View	View	Edit	View
Customer Center	Customer Center	Customer Center Home Page	None	View	None	View	View	None

Role

Center Type

Navigation from Center

Subscription Plan

Subscriptions

Price Book

Price Plan

Subscription Change Order

Usage

A/P Clerk

Accounting Center

Financial > Subscriptions

Full

None

Full

None

Full

A/R Clerk

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Edit

Full

Accountant

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Edit

Full

Accountant (Reviewer)

Accounting Center

Billing > Subscriptions

View

Advanced Partner

Advanced Partner Center

Client > Other Transactions

Full

Bookkeeper

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Edit

Full

CEO

Executive Center

Sales > Marketing > Lists

Full

CEO (Hands Off)

Executive Center

Sales > Marketing > Lists

View

CFO

Accounting Center

Billing > Subscriptions

Full

Sales Administrator

Sales Center

Customers > Subscriptions

View

Full

View

Sales Manager

Sales Center

Customers > Subscriptions

View

Full

View

Sales Person

Sales Center

Customers > Subscriptions

View

Full

View

Sales Vice President

Sales Center

Customers > Subscriptions

View

Support Administrator

Support Center

Cases > Other Lists

View

Full

View

Full

View

Support Manager

Support Center

Cases > Other Lists

View

Edit

View

Edit

View

Support Person

Support Center

Cases > Other Lists

View

Edit

View

Edit

View

System Administrator

System Administration Center

Lists > Relationships

Full

Warehouse Manager

Shipping Center

Sales/Marketing > Lists

View

None

View

None

Consultant

Project Center

use global search

None

View

None

Marketing Administrator

Marketing Center

Customers > Subscriptions

View

Full

View

Full

None

Marketing Assistant

Marketing Center

Customers > Subscriptions

View

Full

View

Full

None

Marketing Manager

Marketing Center

Customers > Subscriptions

View

Full

View

Full

None

PM Manager

Support Center

Cases > Other Lists

None

Full

View

Full

None

Partner Center

Client > Other Transactions

None

Edit

View

Edit

None

Product Manager

Support Center

Cases > Other Lists

None

Full

View

Full

None

Resource Manager

Support Center

Cases > Other Lists

View

Full

View

Full

View

Store Manager

E-Commerce Management Center

Sales > Other Transactions

View

Edit

View

Edit

View

Customer Center

Customer Center Home Page

None

View

None

View

None

Note:

The Navigation From Center column shows one path, but more paths may be available. For example, A/P clerks can access Subscriptions from Financial and from Customers.

The standard roles available in your account vary based on your purchased modules and enabled features. The roles available in your account are at Setup > Users/Roles > Manage Roles. To review a role's details, click its link on the Manage Roles page.

For more information about roles and permissions, see the Standard Roles Permissions Table.

Default Permissions for Subscription Records

By default, you have permission to view subscription records. Create and Edit are optional permission levels. Roles with full permission can perform these actions:

View
Create
Edit
Delete

All roles can view or edit these records:

Price book
Price plan
Subscription change order

Customized roles keep their existing permissions for subscriptions and subscription plans when new permissions are given.

System Administrators can grant full permissions to subscription records. Only System Administrators can set up custom records and templates for SuiteBilling subscription processes and grant access to them. For instructions on granting permissions to subscription processes, see Setting Permissions.

General Notices