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Who uses ZetBill, at which level, and what each role can do. Same people and seats as Settings › Users & access.
Billing, payments and settlements for every order, driver and partner. It runs on its own and reuses your existing vehicles, drivers and customers.
Your ZetBill role is Member. This page is for other roles.
Your ZetBill role is No access. Your admin decides who gets ZetBill and with which role.
Roles come from ZetMove. You choose who holds which one.
Runs ZetBill: every invoice and settlement, tax and numbering, payment methods, accounting sync, roles and seats.
Sees every invoice, payment and settlement
Approves rate cards, credit notes and settlements, sees profitability.
Sees every invoice and settlement
Raises invoices, applies charges, records payments and prepares settlements.
Sees every invoice, without margins
Variant of Member for the cash counter: COD hand-ins, deposits and receipts.
Sees cash and deposits at their site
What each role can do per area of ZetBill, and on which records.
| Area | Finance adminAdmin | Finance managerMaintainer | Billing executiveMember | Cash deskMember |
|---|---|---|---|---|
| Invoices | AllEverything | AllEverything | AllView · Create · Edit | SiteView |
| Charges | AllEverything | AllEverything | AllView · Create · Edit | |
| Rate cards | AllEverything | AllEverything | AllView | |
| Payments & cash | AllEverything | AllEverything | AllView · Create · Edit | SiteView · Create · Edit |
| Deposits | AllEverything | AllEverything | AllView · Create · Edit | SiteView · Create · Edit |
| Refunds & credit notes | AllEverything | AllEverything | AllView · Create | |
| Driver & partner settlements | AllEverything | AllEverything | AllView · Create · Edit | |
| Profitability | AllEverything | AllEverything | ||
| Settings & access | AllEverything |
Site = records at the person's hub, depot, store or branch. Team = their teams in Settings › Teams. Own = records assigned to them.
Who sees these fields in full. Everyone else sees them masked, like •••• 4821, and every unmasked view is logged.
| Field | Finance admin | Finance manager | Billing executive | Cash desk |
|---|---|---|---|---|
| Bank accounts (company, drivers, partners) | Full | Full | Masked | Masked |
| Rates, costs & margins | Full | Full | Masked | Masked |
| COD cash & deposits | Full | Full | Full | Full |
| Driver pay & settlements | Full | Full | Full | Masked |
| Customer tax IDs & billing addresses | Full | Full | Full | Masked |
Every change to who has ZetBill and with which role, made here or in Settings › Users & access. Kept for 2 years; Undo puts the previous role back.
People already in your workspace. New people are invited from Users & access.
Can someone do something in ZetBill? See why, step by step.