In Crelate, you can add a billing license to your system. This user will have rights and permissions only to view billing-related information, not the full ATS/CRM.
To start, navigate to Settings | Users and select the plus sign.
Next, use the dropdown to select the 'License Type' as 'Billing Admin' and then enter the credentialing information.
When a Billing Admin logs in, they can view and manage only the subscription area. This will be their home page view (see below).
They are able to add licenses by selecting the Change License Quantity option or buy new plans such as SMS or Email Campaigns:
What's Next?





