Overview
This guide outlines common use cases for channel/dealer billing settings in the Billing Portal. It provides examples of how to configure billing settings at the company and location levels to achieve specific billing behaviors for channel and dealer users.
Channel User Access Use Cases
Use Case 1: As a user of 'Channel X', I want to only manage the 'RecovR For Cars' product belonging to 'Location A (or all locations)' of 'Company A.'
Configuration Steps:
At the Company level, ensure that Channel X is added to the
Contractor Channelssetting in Global Settings.At the Company level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.).At the Location level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for Location A (or all locations).At the Location Product level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for the RecovR For Cars Product at Location A (or all locations).Assign the appropriate channel roles to the user of Channel X for Location A to enable access and management of records for the RecovR for Cars Product.
Use Case 2: As a user of 'Channel X', I want to only manage the 'RecovR For Keys' product belonging to 'Location A (or all locations)' of 'Company B.'
Configuration Steps:
At the Company level, ensure that Channel X is added to the
Contractor Channelssetting in Global Settings.At the Company level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.).At the Location level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for Location A (or all locations).At the Location Product level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for RecovR For Keys RecovR For Keys at Location A (or all locations).Assign the appropriate channel roles to the user of Channel X for Location A (or all locations) to enable access and management of records for the RecovR For Keys Product.
Use Case 3: As a user of 'Channel X', I want to manage both 'RecovR For Cars' and 'RecovR For Keys' products belonging to 'Location A (or all locations)' of 'Company C.'
Configuration Steps:
At the Company level, ensure that Channel X is added to the
Contractor Channelssetting in Global Settings.At the Company level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.).At the Location level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for Location A (or all locations).At the Location Product level, add Channel X to the
Visible By Channelssetting for the relevant billing scope (e.g., Sales, Lost Devices, etc.) for both RecovR For Cars and RecovR For Keys products at Location A (or all locations).Assign the appropriate channel roles to the user of Channel X for Location A (or all locations) to enable access and management of records for both RecovR For Cars and RecovR For Keys Products.
Dealer User Access Use Cases
Use case 1: As a Dealer user, I want to manage only the “RecovR For Cars” product belonging to Location A (or all locations) of Company A.
Configuration Steps:
At the Company level, add RecovR For Cars to the
Visible by Dealersetting in Global Settings.At the Company level, ensure RecovR For Keys is NOT included in the
Visible by Dealersetting (if access must be restricted).At the Location level, add RecovR For Cars to the
Visible by Dealersetting for Location A (or all applicable locations).At the Location level, ensure RecovR For Keys is NOT included in the
Visible by Dealersetting for Location A (if restriction is required).Assign the appropriate Dealer roles to the user for Location A (or applicable locations) to enable management of RecovR For Cars records.
Use Case 2: As a Dealer user, I want to manage only the “RecovR For Keys” product belonging to Location A (or all locations) of Company A.
Configuration Steps:
At the Company level, add RecovR For Keys to the
Visible by Dealersetting in Global Settings.At the Company level, ensure RecovR For Cars is NOT included in the
Visible by Dealersetting (if access must be restricted).At the Location level, add RecovR For Keys to the
Visible by Dealersetting for Location A (or all applicable locations).At the Location level, ensure RecovR For Cars is NOT included in the
Visible by Dealersetting for Location A (if restriction is required).Assign the appropriate Dealer roles to the user for Location A (or applicable locations) to enable management of RecovR For Keys records.
Use Case 3: As a Dealer user, I want to manage both “RecovR For Cars” and “RecovR For Keys” products belonging to Location A (or all locations) of Company A.
Configuration Steps:
At the Company level, add both RecovR For Cars and RecovR For Keys to the
Visible by Dealersetting in Global Settings.At the Location level, add both RecovR For Cars and RecovR For Keys to the
Visible by Dealersetting for Location A (or all applicable locations).Ensure no conflicting product restrictions are configured at either the Company or Location levels.
Assign the appropriate Dealer roles to the user for Location A (or applicable locations) to enable management of both RecovR For Cars and RecovR For Keys records.
Use Case 4: As a Dealer user, I want to manage both “RecovR For Cars” and “RecovR For Keys” products when no product type is selected in the Company-level “Visible by Dealer” setting, so that I have full product access by default
Configuration Steps:
At the Company level, ensure no product type is selected in the
Visible by Dealersetting in Global Settings.At the Location level, ensure no product-specific restrictions are applied in the
Visible by Dealersetting for Location A (or applicable locations).Assign the appropriate Dealer roles to the user for Location A (or applicable locations).