Summary
This article walks through Catina's user roles and functionality.
User Roles within Catina:
With Catina, there are four different types of user roles
- Billing Admin- Required on every account. This person has the same privileges as an admin, but is also responsible for purchasing additional seats and renewals.
- Admin- Is a Catina user and has capabilities to manage existing users, including modifying user settings and permissions.
- Non-user Admin- Can monitor and manage the users on the subscription and invite users, without occupying a seat on the license.
- User- The standard user will have access to Catina and be able to see their subscription information. However, they will not be able to make any changes to the subscription or users.
If you are an account admin, you can change your users' roles at any time.
There is also one user designation:
Payer Designation- Payers can view subscriptions, manage Auto Pay and payment schedules, manage credit cards, submit payments, and access invoices.
Admins can delegate billing management by designating “Payers” from the Manage Users tab within their Catina Settings. By default, your Billing Admin is assigned as the primary Payer. If the default setup works, no further action is needed. Inviting a new user to serve as a Payer will not affect your license count or expand this user's account level permissions. Please Note: Only Billing Admins, Admins, and Non-user Admins can be designated as Payers.
Frequently Asked Questions
What is the difference between a Billing Admin and just an Admin on my account?
- Administrators
- Has access to Catina
- Can manage existing users
- Modify user settings and permissions
- Billing Admins
- Same abilities as Administrators
- plus billing permissions outlined in the chart below
| Action | Description |
| View Subscriptions | Access subscriptions for which user is designated as Billing Admin |
| Edit Subscription Details | Modify subscription settings with full billing admin capabilities |
| Manage Auto Pay | Toggle automatic payment settings on or off |
| Schedule Payments | Execute scheduled payment flows and access payment invoices |
| Manage Payment Methods | Add, edit, remove credit cards; view subscription-specific payment methods |
What happens if the Billing Admin leaves the organization?
Another Admin on the account should be assigned as the new Billing Admin to ensure the subscription and billing responsibilities continue without interruption.
Can a Payer manage users or change account roles?
No. The Payer role only manages billing functions such as payments, invoices, and payment methods. It does not provide user management or administrative permissions.