Getting Started: Admins, Editors, and Viewers

Bill Explainer uses a robust role-based access control system, enabling different levels of access for different user roles. Each role has specific permissions designed to simplify the experience for admins, editors, and viewers.

Getting Started for Admins

Admins oversee the overall setup and management of Bill Explainer, including integration and configuration tasks.

Responsibilities

• Admins are responsible for managing the integration of invoice data feeds.

• They configure system settings, such as user roles and permissions, and ensure that the branding and content settings reflect the client’s guidelines.

• Manage tokenized URL access for users, ensuring secure and easy access for customers.

Getting Started for Editors

Editors manage and maintain the content on the Bill Explainer site using the Studio module.

Responsibilities

• Editors are responsible for defining and updating content such as bill sections, item descriptions, and visual branding elements.

• They can also adjust the voice and tone of AI-generated insights to match the brand’s communication style.

Getting Started for Viewers

Viewers primarily include call center agents who need access to Bill Explainer to assist customers with billing inquiries.

Responsibilities

• Viewers can access and walk through the Bill Explainer site alongside customers in real-time, helping them resolve billing-related questions quickly.

• They will also have access to any associated bill insights and explanations, enabling faster resolution of customer queries.