Introducing the Billing member role

You can now assign the Billing role to members of your Stedi account.

Previously, a member needed the Admin role to manage billing. That role also gives access to transactions, which contain protected health information (PHI).

Now, finance and billing staff can manage billing without access to PHI.

Billing members can:

• View and pay invoices
• Replace the payment method
• Edit billing details and billing email addresses
• Add prepaid credits with a manual top-up
• Get billing and payment notifications

Billing members can't change the pricing plan. They also can't access transactions, API keys, members, or other settings.

Each member has one role, so a member who needs billing access and access to other resources needs the Admin role. An account can have up to 5 billing members, including pending invitations.

Admins can assign the Billing role from the Members page in your account settings.

For more information, see our member roles docs.