The Address Info tab provides most of the commonly required contact information.
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
PortaBilling® 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.
| 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. |
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 usage’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.