Billing Manager

Updated on April 24th, 2025

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Billing Manager

Granting Customers Access to Billing Manager

This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.

This article guides 3PL providers on how to grant their customers access to Billing Manager.

Step-by-step guide

You must complete these 3 steps when granting access to your customers.

Update the Customer User role
Grant access to Billing Manager
Mark as Customer User

Step 1 - Update the Customer User role

Log in to Extensiv.
Go to Roles. Then, select Customer User.
Review enabled permissions for this role. If no Billing Management Admin Access is added, click Edit.
Select the Billing Management Admin Access.
Click Save.

Step 2 - Grant access to Billing Manager

Open the Users module.
Find the customer to whom you want to grant access to Billing Manager. Then, click Edit.
Select Billing Manager. Then, click Save.

Step 3 - Mark as customer user

Open the Billing Manager application.
Go to the Users module.
Find the customer and click Edit.
Mark the checkbox for 'Is Customer User.'
Choose the customer account to which this user should have access by clicking the dropdown arrow.
Click Save.

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