How to Add a Billing Contact

Watch this 👀**step-by-step guide** 

(Video coming soon) 

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Follow these quick steps to update your payment information in the admin panel. 

MUST HAVE ADMIN ACCESS TO PROCEED 

⚙️ Step 1: Log In to the Admin Panel

Go to InstantAutoSite Admin Panel.
Enter your login credentials to access your account.

💡 Tip: Make sure you’re logging into the Admin Panel, not the Two-Way Portal.

👤 Step 2: Create a New Admin User

1. Navigate to Account → Staff

   

2. Click Create New

   

3. Set the User Type to Admin

4. Toggle Active Status → ON

5. Input the desired email you want billing notifications to send to 

⚙️ Step 3: Configure Notification Preferences

For a billing-only contact, you may uncheck all notifications and preferences unless otherwise needed.

This ensures the user only receives essential billing-related access.

🔐 Step 4: Enable Required Access Settings

Make sure the following settings are turned ON for the billing contact:

• User Settings

• System Information

• Tips & News

• Location Settings

These permissions allow proper visibility into billing, account, and system-level information.

💾 Step 5: Save Your Changes

Scroll to the bottom of the page and click Update.

Your billing contact is now successfully added and configured in the Admin Panel.