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.

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After that new users can be created for each different service provider via the Admin Center > Users > Users and Add a new user. 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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