BILLING PORTAL- ADD/EDIT USERS

BILLING PORTAL- ADD/EDIT USERS

ACCESS the billing portal, visithttps://onestop.expert/ 

Under the Customer Access tab on the right, click on Billing.



LOG IN with your Username & Password Credentials that were sent to your email

  Note: To reset your password, please contact (530) ONE-STOP     


 


 GET TO KNOW THE PORTAL

 

 

Summary: View Bill Summary, Recent Account Activity, Account Summary or Make a Payment 

 

Create: Create a Payment 

 

View & Pay Bills: View Past Invoices, View Past Payments, Set Up Auto Pay 

 

Account Details: View Account Information such as location(s), View & Edit Contacts who have Access to your Billing Portal

 

Settings: Manage Account Users, Edit your Profile



ADD A NEW USER


Navigate to the "Settings" hyperlink, then click on "Manage Users"




Click Add New User





Under the General Tab, Enter User Information



Login Name: Enter the user's email as a username 

Name: Enter the user's First & Last Name 

Email: Enter the user's email address 

Assigned Entity: The user's organization will appear in this section

Roles: The default, "General" box should be checked


Under the Password Tab, Set Password settings for the user  

Options: Click the "Require Password Change on Next Login" box and create a temporary password for the user to change at the initial login  

Password: Create a temporary password

Repeat Password: Verify the temporary password






Options:
"Auto Generated Password"- This setting has been disabled DO NOT USE 





Under the Additional Tab, Enter additional information, if applicable






Under the Options Tab, Confirm that "Active" box is checked





Click Save 






EDIT ACCOUNT USERS 


Navigate to the "Settings" hyperlink, then click on "Manage Users"





Identify the User to Edit, Click Edit to the far right 


 


Edit the Tabs as needed






 Note: To deactivate a user, simply navigate to the "Options" tab and uncheck the "Active" box






Click Save 



Thank you for your business! If you have any questions, please contact our  Department at (530) ONE-STOP.