User profiles before user accounts · Visual
Add a billing agent
Profile
Define the agent
permission bundle.
Admin
Account
Create the person and
attach the profile.
Admin
Role
The role must include
agent.
Domain
Skill
Add that user to
Billing.
Domain
Ready
The agent can now be
offered Billing calls.
Domain
Audit
A second user reuses the
profile.
Admin
The roadmap order is the point.
Sources and go deeper
Planning your implementation
.
vendor
. last checked 2026-10.
Skill groups
.
vendor
. last checked 2026-10.