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Procare Solutions Internal Ideas Portal
Status In Review
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on May 14, 2025

View only permission for Billing Box

Customer would like a new permission that would allow User Groups to open a child's Billing Box to view their billing setup, but not make any changes.

Currently if you restrict access to the Billing Box, the user encounters an error and are unable to open the Billing box window at all.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

Customer operates on a centralized billing model where a very small team is allowed to make changes to family billing. They need for other users (at the site level, or in other teams who review billing but should not be making changes) to be able to quickly review a child's billing box for errors or inconsistencies.

Requesting Customer Endeavor Schools - 95003907
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