Roles
BillHive provides six predefined roles. Each role is designed for a specific functional area of your billing operations.
Owner
Purpose: Full organizational control with unrestricted access to every module.
Intended for: Founders, C-suite executives, or anyone who needs complete visibility and control over the billing platform.
Access: All 19 protected resources — customers, subscriptions, invoices, payments, products, rate plans, analytics, webhooks, API keys, templates, themes, and user management.
Administrator
Purpose: Full platform access for day-to-day operations and configuration management.
Intended for: Engineering leads, operations managers, or senior team members responsible for platform setup and maintenance.
Access: Identical to Owner — all 19 protected resources. The distinction is organizational rather than technical; Owner represents the business owner while Administrator represents delegated full access.
Customer Success Manager
Purpose: Customer-facing operations including account management, subscription health monitoring, order creation, and dunning escalation handling.
Intended for: CSM teams, account managers, and retention specialists.
Access:
| Resource | Scopes |
|---|---|
| Account | View customers, create accounts, manage billing addresses, payment methods |
| Contact | Create, update, delete, and view customer contacts |
| Notification | View notifications, send emails, manage email preferences |
| Order | Create orders, view order history, generate estimates |
| Subscription | Full subscription lifecycle — create, cancel, pause, resume, renew, change plan, add addons |
Cannot access: Products, rate plans, charges, invoices, payments, payment gateways, analytics, API keys, webhooks, templates, themes, or user management.
Finance Manager
Purpose: Financial operations including invoicing, payment processing, refunds, revenue reporting, and payment gateway configuration.
Intended for: Finance teams, controllers, and billing operations staff.
Access:
| Resource | Scopes |
|---|---|
| Account | View customers, create accounts, manage billing addresses, payment methods |
| Analytics | ARR, payment success rates, subscription metrics, trial conversion |
| Invoice | Create, view, delete, download, and generate invoices; view invoice items |
| Payment | View and manage payment mandates |
| Payment Gateway | Create merchants, manage gateway onboarding |
| Subscription | Full subscription lifecycle — create, cancel, pause, resume, renew, change plan, add addons |
Cannot access: Contacts, notifications, orders, products, rate plans, charges, addons, offers, API keys, webhooks, templates, themes, or user management.
Pricing Strategist
Purpose: Product catalog management, rate plan configuration, pricing model design, and offer creation.
Intended for: Product managers, pricing analysts, and catalog administrators.
Access:
| Resource | Scopes |
|---|---|
| Addon | Create, update, delete, activate/deactivate addons and addon prices |
| Analytics | ARR, subscription metrics, trial conversion rates |
| Charge | Create, update, delete, activate/deactivate charges and charge prices |
| Offer | Create, update, delete, activate/deactivate offers and offer links |
| Product | Create, update, delete, launch products; view pricing tables |
| RatePlan | Full rate plan management — create, update, delete, attach addons/charges, manage prices and coupons |
| Theme | Configure pricing table themes and product display settings |
Cannot access: Customers, contacts, invoices, payments, payment gateways, orders, subscriptions, notifications, API keys, webhooks, templates, or user management.
Support Agent
Purpose: Read-heavy access for customer troubleshooting with limited write permissions for dispute handling and basic account operations.
Intended for: L1/L2 support agents, help desk staff, and customer service representatives.
Access:
| Resource | Scopes |
|---|---|
| Account | View customers, create accounts, manage billing addresses, payment methods |
| Contact | Create, update, delete, and view customer contacts |
| Invoice | View, download, and generate invoices; view invoice items |
| Notification | View notifications, send emails, manage email preferences |
| Subscription | Full subscription lifecycle — create, cancel, pause, resume, renew, change plan, add addons |
Cannot access: Products, rate plans, charges, addons, offers, orders, payments, payment gateways, analytics, API keys, webhooks, templates, themes, or user management.
Role Comparison at a Glance
| Capability | Owner | Admin | CSM | Finance | Pricing | Support |
|---|---|---|---|---|---|---|
| Manage customers | Yes | Yes | Yes | Yes | - | Yes |
| Manage contacts | Yes | Yes | Yes | - | - | Yes |
| Create orders | Yes | Yes | Yes | - | - | - |
| Manage subscriptions | Yes | Yes | Yes | Yes | - | Yes |
| Manage invoices | Yes | Yes | - | Yes | - | Yes |
| Process payments | Yes | Yes | - | Yes | - | - |
| Configure gateways | Yes | Yes | - | Yes | - | - |
| Manage products & catalog | Yes | Yes | - | - | Yes | - |
| Manage rate plans | Yes | Yes | - | - | Yes | - |
| Manage offers | Yes | Yes | - | - | Yes | - |
| View analytics | Yes | Yes | - | Yes | Yes | - |
| Send notifications | Yes | Yes | Yes | - | - | Yes |
| Manage API keys | Yes | Yes | - | - | - | - |
| Manage webhooks | Yes | Yes | - | - | - | - |
| Manage templates | Yes | Yes | - | - | - | - |
| Manage users | Yes | Yes | - | - | - | - |
| Configure themes | Yes | Yes | - | - | Yes | - |
Related Topics
- Permission Matrix — Full resource-by-role matrix with all scopes
- Managing Roles — How to assign roles to users