Role of an Owner
- Has full control over the organisation.
- Can edit organisation details.
- Can add, edit, and delete all team members.
- Can manage billing and act as the billing contact for BrightCIS.
- Can add contractors and manage all contractors, including those marked for admin access only.
- Becomes the Owner automatically when creating a new organisation (only one Owner per organisation).
- Is the only team member who can delete the organisation: Go to My Organisation > select the spanner > Delete Organisation.
- Can transfer ownership to another team member: Go to My Organisation > Team Members > select the spanner next to the team member > Transfer Ownership of Organisation.
Role of an Administrator
- Has control over almost all aspects of the organisation.
- Can invite other team members (e.g. CIS Processors, Billing Managers).
- Can revoke the membership of team members (e.g. CIS Processors, Billing Managers).
- Can create new contractors for the organisation.
- Can mark contractors as available to administrator team members only.
- Can view contractors that are marked as admin-only.
- Can access and view billing details for the organisation.
Role of a CIS Processor
- Can open and access all contractors in the organisation, except those marked as “available to administrator members only.
- Can create new contractors, but cannot mark them as “available to administrators only”.
- Can view organisation details, but cannot edit them.
- Cannot view other team members or their permissions. Cannot access billing details.
Role of a Billing Manager
- Can access the billing details and invoices for an organisation.
- Cannot edit organisation details.
- Cannot manage team members.
- Cannot access any contractor data
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