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Adding Aggregator Roles and Access

Adding Aggregator Roles and Access

Feb 26, 2026
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    To add roles and access, perform the following steps.

    1. At the MSP account page, click Roles & Access, as shown below.

      campus ba add.png


      The Roles & Access List is displayed.

      campus ba add1.png

    2. Click Add.

      The Add Login wizard is displayed.

      campus ba add2.png

    3. Type the login name and email of the new user and then click Next.
      The Roles and Privileges page is displayed. See About Billing Aggregator Roles.

      campus ba add3.png

    4. Select the Role down arrow.
      The Role options are displayed.

      campus ba add4.png

    5. Select a role from the Role drop-down list.

      If you select…

      Then the following assigned privileges are displayed…

      Aggregator Admin

      campus ba add5.png

       

      Finance

      campus ba add6.png

       

      Tech

      campus ba add7.png

    6. Click the Confirm button.

     

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