Team Member Roles

Owner

The Owner has full control over the Organisation, with the ability to edit Organisation details, add other Team Members, manage Billing, add and manage all contractors, including contractors marked for admin access only.

When an organisation is created by a user, the user becomes the Owner by default. There can only be one Owner per organisation.
An Owner can delete the organisation by selecting > My Organisation > Select the Spanner > 'Delete Organisation'.

An Owner can transfer the organisation ownership to another Team member under > My Organisation > Team Members > Select spanner opposite the Team Member > 'Transfer Ownership of Organisation'.

An Owner can invite all Team Members for the organisation and delete or edit all Team Members for the organisation.

An Owner has the ability to manage the Organisation Billing and is assigned by default as a ‘billing contact’ for paying organisation bills for BrightCIS.

Administrator

An Administrator has nearly full control over all aspects in an organisation. 

An Administrator can invite other Team Members like CIS Processors and Billing Manager.

When applicable, an Administrator has the permission to revoke membership of a Team Member such as CIS Processor or Billing Manager.

The Administrator is able to create a contractor to add to that organisation and also make the contractor available only to administrator Team Members. With this permission an Administrator can view contractors in the organisation that are marked as admin only.

An Administrator can also access and view Billing details for the Organisation.

CIS Processor

A CIS Processor can open and access all contractors in the Organisation except contractors that are marked available to administrator members of the Organisation.

A CIS Processor cannot edit the Organisation's details, manage other Team Members or access Billing details.

Billing Manager

A Billing Manager can access billing details and invoices for the Organisation. They cannot edit Organisation details, manage Team Members or access any contractors in the Organisation.