Organization and Access Management - m3ter Documentation

Settings

In the Settings section, you can manage your Organization and the Users who will have access. To manage your Organization you can:

• View your Organization details.
• Edit your configuration to define Organization-wide settings for currency and currency conversions, timezone, and epoch dates for billing.
• Enable auto-approval and scheduling for billing.
• Create Credit Reasons to use when you add credit line items to Bills.
• Create Debit Reasons to use when you add debit line items to Bills.
• Add and edit Custom Fields.

To manage access to your Organization, you can:

• View and edit Users.
• Create and configure Service Users.
• Create and manage Permission Policies for controlling User access to your Organization.
• Create User Groups, apply Permission Policies to them. When you assign individual Users to a User Group, those Users have the Group permissions applied to them.
• Invite Users to join your Organization.
• Make a request to grant m3ter Support access to your Organization.

This section explains how to manage your Organization and how to control User access to your Organization:

• Managing your Organization
• Understanding, Creating, and Managing Permission Policies
• Managing Access and Users