Cost centers

A cost center is used to allocate costs within a business. Consult with your financial department which names are preferred and create the cost center(s).

Go to Settings > Meet and choose Cost centers from the sidebar menu. Add a new cost center by pressing the blue 'Add' button in the top-right corner.

Create the service provider user role

A service provider needs to be assigned with a user role to access the GoBright portal. Add a new user role via Settings > Users and choose Roles from the sidebar menu. Create a new role called ''Service Provider' by pressing the blue 'Add' button in the top-right corner.

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Select the correct permissions for the role and save it.

After that new users can be created for each different service provider via  Settings > Users and choose Users from the sidebar menu. Assign the correct user role to each service provider so they'll only be able to access services related options within the GoBright portal.

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Check the Services configuration overview to be sure if all needed settings are configured.

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