My Info

Address Info tab

 

The Address Info tab provides most of the commonly required contact information.

 

Web Self-Care tab

 

The login and password information refer to the credentials required on the self-care interface. An easy-to-remember yet secure password may be generated automatically by clicking the Auto button.

 

 

Date & Time Format

PortaBillingĀ® allows the administrator to define both input and output date and time formats for each customer registered in the system.

 

By making changes to the date and / or time format on this page, you will be able to enter dates and times in the desired format throughout the entire customer self-care interface, on invoices, and so on.

 

Life Cycle tab

 

Field Description

Activation Date

The date from which your cc-staff account was activated.

Expiration Date

The date from which your cc-staff account will be unusable.

 

Limits tab

This tab provides an opportunity to assign values for different types of individual user credit.

 

 

Field Description

Daily credit / refund limit

Defines the amount that a cc staff member can assign during a 24-hour period.

 

The default daily credit / refund limit value is zero.

Transaction credit / refund limit

Defines the amount that a cc staff member cannot exceed per transaction.

 

The default the transaction credit / refund limit value is zero.

Authorized to increase Temporary Credit Limit

Defines the amount of the credit limit increase (either as an absolute value or as a percentage of the permanent credit limit), and the credit usageā€™s valid time span.

 

NOTE: If the Authorized to increase Temporary Credit Limit check box on the Edit CC Staff page is not selected, the temporary credit limit increase is unavailable for this user.