An Account is identified by a name, a unique email address and, optionally, an ID. Each Account belongs to a Primary Account Holder, who is responsible for payment.
Admins and Primary Account Holders see much of the same Account information, but Admins have more tools to edit and manage it. This article goes through each tab in the Admin Portal and explains where Customers find the same information in the Customer Portal.
NOTE: The Enroll Form also works differently for Admins and Customers. Admins see the backend view, and Customers see the frontend view. See Key Differences in a Customer Enrollment and an Admin User Enrollment.
Where to Find Account Information in Each Portal
Transaction History — Admins use the Billing tab, and Customers use the Transactions page
Invoices, Payment Plans and Payment Methods — Admins use the Billing tab, and Customers use the Home page
Internal Notes — Only Admins can see these, on the Account, Enrollee and Billing tabs
Internal Notes — Visible to Admins Only
Admins can add Internal Notes on the Account, Enrollee and Billing tabs. Customers never see these notes.
Billing Tab — Transaction History
Admins and Customers see the same transactions. In the Admin Portal, Admins can also:
Post and edit transactions
Create Invoices
Export transactions to a spreadsheet
See the Classification column, an internal setting that usually shows the Company name
Admin View
On the Transactions page, Customers can only:
Download all transactions
Print a statement or transaction summary
Customer View
Billing Tab — Invoices
Customers can see current, paid and future Invoices on the Home page, but they can't change them. To hide paid or future Invoices from the Customer Portal, go to My Company > Portals.
On the Billing tab, Admins can:
Add or delete charges and credits
Post payments
Customer View
Billing Tab — Payment Plans
Customers can see their Payment Plans and scheduled payments on the Home page, but they can't edit or add Payment Plans. Only Admins can add or edit Payment Plans, on the Billing tab.
Admin View
Billing Tab — Payment Methods and Multiple Payers
Both Admins and Customers can view, edit and delete payment methods on an Account. Admins manage them on the Billing tab. Customers manage them on the Home page, which has a slightly different layout.
Customer View
Only Admins can add or change additional payers. Customers can see the additional payer and that payer's portion, but they can't edit them.
Admin View
Account Tab — Login Access for Secondary Account Holders
Primary Account Holders can share login access with a Secondary Account Holder. To do this, they turn on the toggle below the Secondary Account Holder on the Account page.
Customer View
Enrollee Tab — Admin-Only Details and Actions
On the Enrollee tab, Admins see these details and actions that Customers don't:
The date the Enrollee enrolled
A toggle to deactivate the Enrollment
A Go To button that opens the Documents or Activities page
An Action button that resends the email confirmation
Admin View
Customer View