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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: