Roles and permissions

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If it is your first time using BillWize, you may be greeted with this message

But don’t worry we will explain things to you in details.
We recently added a layer of security to our application by adding Role-Based Access Control.
Each user can have a set of specific roles with specific permissions based on their responsibilities within BillWize.






Jira administrator ( Jira roles )

Allows users with Jira global permission ‘Administer’ to create and edit BillWize roles.


Allows users to :

  • Create and edit taxes.

  • Manage integration.

  • Have full access.


Allows users to :

  • Create and edit Clients.

  • Create and edit Contracts.

  • Create and edit Invoices.

  • Have read access to billing activities


Allows users to view all billing activities without the ability to make changes.

Jira administrator :

Users with administer global permission are the only ones to have access to BillWize’s role page

admin :

BillWize Administrators have the power to manage taxes and integration making sure the billing system runs smoothly

read-write:global :

The Read-Write Global role is for users who want full access to the billing app. This role allows them to both see and change information globally in the billing section. It's great for invoicing clerks, team leaders, project managers, or anyone who needs to make updates.

read:global :

Read Global role is designed for stakeholders, clients, or team members who primarily need to observe without making direct changes. This role grants read-only access to the entirety of the billing section, it is ideal for those who need to stay updated, check financial reports, and follow project progress without accidentally changing anything.


Granting user access in BillWize is easy, by assigning a role to a user or to a group he belongs to you can define what they can or cannot do within the application.
Users can belong to multiple groups that have different roles , if that is the case they inherit the combined permissions of all of their group.

Determining Highest Permission :

The user's effective role is determined by selecting the highest permission level between their individual user permissions and the combined group permissions.

If a user has both of ‘read-write:global' and 'admin’ , they will wield the powers of BillWize administration because it provides a higher level of authority.

Example Scenario :

Let's say Jane is a 'Team Member' but is also a member of the 'Billing Wizards' group. In this case, Jane inherits the combined permissions of a 'Team Member' and 'Billing Wizards'. If 'Billing Wizards' grants higher permissions, Jane operates with the authority of a 'Billing Wizards' member.

Manage roles :

Navigate to Settings Roles.

Assigning new roles :

Click the “Assign New Role” button
From here you can choose to assign new roles to users or groups from a range of predefined options.

Editing user and group roles :

Locate the user or group whose role you wish to adjust, and select the "Edit" option. From here, you can tweak the user's role to better match their evolving responsibilities.

Deleting user and group roles :

Locate the user or group whose role you wish to adjust, and select the "Delete" option. This action permanently revokes the access

Editing roles of users that are using BillWize at the same time obliges them to refresh the page to update their permissions.